Reports & Accounting

Ex. Cheque for $800 appears twice, with total expense listed as $1600 (though only an $800 cheque was written).

Can you change more than one cost code at once to a sub-account

One month ago, all customs reports were set to be sent from QB to the emails I added. However, I've received complaints from several staff members that they haven’t received anything from QB.

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I have a selected list of expense accounts on my 2023 expense report but not all accounts are included as this is for a sale of business (not all accounts apply.) I am needing to add others that are already created but not sure how to do this?

Hey, I have a capital lease where the HST is calculated on each payment.  In this case, do I then charge HST on the interest expense piece of the payment?  Just can’t wrap my head around this one.  In order to make the payment work I have too, is this correct?  Thanks to anyone that can help! Cheers

We recently purchased a few computers but we are leasing to own over 48 month period. I am having trouble balancing the JE for the monthly payments.I have put the original purchase price (total asset amount) into a "Lease Obligations" account. Then each month I have set up a JE to credit the Lease Obligation and Debit the "Computer Asset" Account. Where I am having trouble is balancing the actual payment that will come out of our account. Say it's $50, $50 will be credited to our bank account but I dont know where the debit should go.If I put it back into lease obligations the total Lease will never decrease and if I put it in Computer asset it will double the amount.any help would be apppreciated!

Why can't we Change column width on quick reports qb online so we can actually read them.  Font that small is useless and can't transfer to excel correctly either.

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Good morning,I have a question that I would like some input on. This is the first year that our not for profit is using quickbooks online. When setting up the accounts, I created a sub accout to keep track of transaction fees pertaining to each event we have. This has become quite onerous and probably unnecessary and I would like to remove each transaction account and add them to a main account. I have set up the main account and changed one month however as the account is reconciled the first week of the following month, my reconciliation reports are now incorrect. I'm not sure if the account is now out of balance. Can I re-run the monthly reconciliation report and how can I do this for each month separately. I tried redoing the reconciliation report by selecting the monthly date but the balance that shows is the total to the current date. Any suggestions please.

I am in the process of creating a month's end report that will show me my 4 revenues streams that I track, and their associated COGS on the same Excel exportable TTM Profit and Loss report.  Each rev. stream and it's COGS at the top of the report, so I can clearly present each stream's gross margin at our month's end meeting. I have put the revenues into classes, but it only shows each class on a separate report, so I will have to import into an Excel file to centralize the information.  I'm looking to automate the process to make month's end more smooth. Any insight?  I am happy to rearrange my Chart of Accounts or implement other methods to track as long as in the end it's as simple as possible each month.

How do I view a report of each expense by category, showing each individual transactions. I am honestly astounded by the lack of accurate information available about this. Every time I search this issue, I can only find out of date advice, I am doing my taxes on turbo tax and need to fill out the amount per expense category. I know how to find the amount per category via the profit and loss report. What I am looking for is a way to see the total amount per expense category AS WELL as each individual transaction for that expense category. This seems like something that should be so simple, and useful to business, but I can not for the life of me find this report. 

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how far back will i be able to download my bankstatements

Hi,  We want to create a Quickbooks Desktop report to show the progress % invoiced for each line item on Estimate. We tried  to run report "Job Progress Invoices vs. Estimates", but it only shows the invoiced amount and progress % per estimate. How can we get the invoiced amounts and progress % for each line item?  Also, can we show the non-fee line items (as item description) on this report? Thank you!!

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It worked in QB desktop once the payroll had been processed but in QBO it doesn't show up regardless

I found some of my sales on Profit and Loss report is not on GST reports.

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I'm processing my license for my Foster Care Agency. Chart of Account is requested as one on the requirements

A few other widgets are showing "this year" , but my sales shows "this fiscal year".  I know I can do a  profit and loss report, but the dashboard is helpful for a quick glance.

Hi, I want to widen the column in an onscreen report so that I can read more of the Memo field.  I've searched and only found: "In order to change the columns size you just need to click and drag the three dots at the end of any columns name."  However, this is not working.  I remember that grabbing the 3 dots (cursor would change also) used to work but it doesn't now.  All that I can do is change the order of the columns via mouse.  I see the 3 dots.  I can move columns around but I CANNOT change the column width.  Even reducing the number of columns does nothing...at least I was hoping that the system would display the shown columns across the window but instead no widths change that way either. Is this a bug? Sure, a workaround is to export to Excel but that's not the result I'm looking for. Thoughts?? Thanks,QuickBooks Desktop User