Reports & Accounting
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Currently, exporting it now has very limited fields. I need as many fields as one cane select with an invoice.I brought this up last week with support case # xxxxxxxxx
Hello,We are trying to run a sales by month by customer so we can track which customers may need a sales call. We do not want to see all customers as there are some that we haven't sold to for a couple of years but they are closed or no longer buying. We want the active customers and those who may be a priority. They may not have ordered recently but we want them to show up on the report. We were trying to filter using Job Type' and added 'Priority' to a couple of customers and thought they would filter only them. It didn't seem to make a difference to the report. Screen grab from the report below. Is there another way, flagging the ones we don't want to see? he other way, is Hoping there is a way.
When I Run the Profit & Loss statement for Last Month (Dec 2019), the numbers are off. They are off because some of the accounts have been zeroed out by a General Journal Entry named Fiscal Adj. What is this and why is it here? I understand that QB does an auto-journal entry, but I can't determine how it came up with the amounts. It didn't zero every account. How do I get an accurate December P&L with the "Fiscal Adj" entry? I have to be missing something.. thanks
I've gone through all of the reports, and can't find the discrepancy.
The Dashboard in QBO shows Profit & Loss on an accrual basis and Income on a cash basis. I would like the two to use the same method of accounting. How do I change this.
Hello, I want to merge 2 payroll items reports. can you help me in exporting such report from quickbooks desktop.Thank you
I have an article in chart of accounts - "Advertising". Every month I bring expenses by vendors.In which report can I see a comparison of costs for vendors by month?
I am trying to figure out how to create this report, but cannot seem to do it.I want a report showing any vendor who received a check last month that had a deduction from a certain Gen.Ledger account (worker's comp). The report would need to show the total billed to the client, and the WC deduction amount removed from the vendor's check.Example:Enter Bill: -> Vendor Invoice for $1000.00 to Client ANo worker's comp insurance -> deduct under Expenses: WC account for 10% (100.00)Check run to vendor -> $900.00The report needs to show a $1000 column/row and a $100.00 column/row (as a split I'm guessing).I can only get a report showing $100, but not what the vendor billed us for so it's useless as I need to know the starting invoice amount.Any clue as to how to customize this?
Hi,If first time submitting tax after incorporation on 10/24/2018 can year end be 10/31/2019 and how to overcome the issue as QB uses just a monht (not date) as fiscal year start.
