Reports & Accounting
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Hey Everyone, Using QBO and just started using the Customer Type field. I'd like to run detailed sales reports to include P&L, Profit % etc. I've searched every report type and few even have the option to search anything by Customer Type. I did some online research and it mentioned to choose Custom Reports which I cannot find located on QBO. The video I watched was for Desktop edition. I called QBO C/S and they could not help either. Any advice or workarounds would be awesome. Thanks, Paul
Hey Everyone, I've reached out to QBO Support on this but they gave me the run-around and said they'd look into it but it's really affecting our practice now. The issue is that Logos have gone crazy in QBO Quickbooks online lately, sometimes they just don't show and others they are SO LARGE they push the report into a small are of the page (See below example) This is just the top of a Profit and loss report. Previously this never happened with this company file. Now you can see the HUGE logo pushes the header over to the upper right and expands the report width. This then creates a large amount of wasted space between the accounts and the first totals, then again to the second set of totals. The areas i've marked out as wasted space were completely blank white space. We've tested this on maybe a dozen company files on different Computers all using different browsers with cleared Cache and also incognito mode so it's nothing to do with that. I'm thinking this is
Hello,I just opened a QuickBooks Online account and imported (via CSV import) all of my accounts and their opening balances successfully, except one - Retained Earnings. I can't seem to find a way to add an opening balance. What is the best way to handle that?Thank youMarko
I can generate current YTD actual vs. prior YTD actual and I can generate current YTD actual vs. current YTD budget, but I cannot figure out how to combine this information into one report.
The Customer Business Number details are recorded under Additional Info but there does not seem to be an option to add this field to a custom report
Hello, In the last year we switched from QB Enterprise to Online. In the conversion QB internally generated an "unrealized gain/loss account" on our P&L and started recording to the account. We operate in USD but we report in Canadian dollars as we are a Canadian company with 95% US customers. QB populates the unrealized amount by the difference in the invoice FX rate and the payment FX rate. Then I deposit it to the bank account and a realized gain/loss is calculated on the exchange between the deposit date and the payment date. The realized gain or loss is on our chart of accounts and we can book to this account. However, because the unrealized gain or loss is not on our chart of accounts, I cannot book adjusting entries. Currently, there is a difference between our USD AR on the BS and Trail Balance because unrealized gain/loss is not recognized on the Trail balance or General Ledger. How do I fix the issue of unrealized gain differences be
Hello I work for an accounting firm in Canada and use QBO. I have some clients that have nonprofit companies. I am under the understanding that QBO US and QBO Canada do not offer the same reporting system for nonprofit companies. Apparently I have to use a parent app through QBO to access these Report. Does anyone know the best App that can be used to produce reports such as "Statement of Activity and Statement of Financial Position".Thank you for your help in advance
Who can help me with this as I have called QuickBooks and they said its not possible. But there is no way you can allow your employees full reign of reports. I just want them to have access like we did on desktop for invoicing and receiving payments. Also does anyone have any luck with removing the dashboard for all users to see when they open QuickBooks?
The connection is good, re-established yesterday
Hello, I’m concerned about how to record an incurred bill before the end of the fiscal year (31 march) for the service received. The vendor send me the bill (estimate) and said that the amount could change depending on the participants. So, my question is : how do I adjust this bill for the next fiscal year ? For ex : let’s say, I recorded a bill with $1000 in march, then I received the vendor bill $900 in April. So what will happen to the remaining $100? Thanks
How do I automate number sequencing in journal entries? I have put in a starting number a few times when I made an entry, but the next journal entry window is again blank in the entry number box.
Does anyone know how to set up group and heading on chart of accounts?
We are into the second month of using quickbooks. We are linked to our chequing account and have categorized monthly bank fees as Transaction type: EXPENSE and Category: Bank Charges. On the balance sheet this shows up properly as a credit transaction in the Assets section but there is no matching debit transaction showing in the Liabilities and Equity section. Any ideas why and where to look or do I just need to do a journal entry for the debit transaction?
Hi - I've linked my Acuity account with QBO and I understand that every time I add an appointment in Acuity an invoice is created (unless I choose only add customer). My problem is that I routinely book appointments a few months in advance and as the date gets closer they cancel or reschedule. All of this is fine on my end, and I know QBO would automatically void them, but this would create a mountain of voided transactions. So - what I would really like to do is to Batch Import invoices from Acuity to QBO once the appointment is finished. Is this at all possible? It doesn't even need to be Batched really, I would be happy with doing it one by one if needed. I'm pretty sure I am SOL here, but I thought I would ask. Thanks!
Now there is "Tag" cell in all bills or invoices page. And I can run Tag summary report under Tag item. But there is no Tag option in any of report customization column. So I cannot add Tag in any of reports. This is very important feature. Can you please add it ASAP?
I am putting the opening balances in QB. When I enter my bank opening balance, QB is entering an equity entry for the same amount. However, I have my own amounts for equity accounts.
Hi, I'm currently working on an automation tool to convert estimates to invoices. The problem is that the tool I'm using (Zapier) does not have the "Create Invoice" action on Quickbooks. Instead, I'm reading the estimate and creating a new invoice with the same line items. I'm just wondering if the "Create Invoice" button does the exact same thing or does it have other logic?
