Reports & Accounting
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Per example, I have 3 credit cards (A, B and C) as a sub-account of "Credit Cards". I reimburse 2k$ in A and 3k$ in B. With my C I spend 1k$ I want to show in my statement of cashflow a variation of 4k$ in "Credit Card" so in my balance sheet In my cashflow it shouls show "Credits Card" variation of 4k$ and in my balance sheet the liability will be the last value minus 4k$
Is there a way of automatically printing of attached documents in QuickBooks Online automatically categorized to support Reports for Audit? They require "Detailed documentation, such as sales slips, invoices, ..., and receipts supporting your business income and expenses. This documentation must follow, in order, your categorical breakdowns. Use the actual documents from the time you earned the money of incurred the expenses". I already have all necessary documentation in the system (comments to transactions and attachments). I just need automatic way of printing of all attachments categorized to support financial reports for financial year.
I am making API calls to get the data from Profit and Loss report and Balance sheet report for integration purpose. I would like to know how the type of account and account/sub-account names are sorted by default in these reports as I need to keep the same sorting in my client website. Please help. Quick response will be appreciated.
Just switched over to QBO. On my desktop version I was able to filter certain accounts for reports like a Trial Balance(we are a fiscal sponsor for another organization and provide them with their financial reports this way). I do not see that option in QBO.
Hi, I have desktop QB Premier 2020.I create AR invoice, receive payment, make deposit. However, when I run trial balance report I don't see the payment in credit side of AR account.QB put it in debit side of AR account as negative amount instead.Is it how QB supposed to work? Please see attached screenshots.Regards, K
Changes to income account from old invoices seem to be only reflected if I delete the invoice line item, choose the exact same service, retype the description and amount and hit save. Is there a quicker/better way?
I’m trying to get a sales report to exclude sales tax and It should include the expenses i marked as billable from the add expenses feature
