Reports & Accounting
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the reports are cut off when printed?
Using Quickbooks Online, I'd like to pull a customer contact list that includes a column saying when their last transaction was. I can customize the current report to show terms, created date (like when the customer was created), last modified date (if we changed the customer info like address or business name). I'd like to create a mailing list with customer business name, contact name, mailing address and only select the customers who have purchased in the last two years. We are hosting a customer appreciation dinner and don't want to invite folks from 5-10 years ago who only used our services once or twice. I don't want to pull up two reports and have to go through two reports where there could be a column displaying the last transaction date that I can use to sort the report. Thanks!
Have a fiscal year of 7/1-6/30, for which I prepare an annual budget. I also have several grants with different fiscal years. Is there a way to set-up a budget for each grant (ie 10/1-9/30, and 1/1-12/31) and track actuals to budget based on the grant's fiscal period?
Hi there Community! Been a QB user for a LONG time but always have trouble figuring out HOW to design/customize a report to show the information I need to see. I made some attempts this morning to "customize" my deposit detail - to no avail! ugh! In the Property Management industry, our "rents" may include several items to create the total due; ie: base rent, operating expense, maybe a utility reimbursement, RE Tax reimbursement - etc...all which have a GL of course. The "Deposit Detail" report ONLY show the TOTAL amount collected, I need to customize a report that shows ALL of the dollars in their respective columns that create that total. ?? Should/can/how do I customize my existing deposit detail (should say summary....) or create a new report? HELP! Thanks....
Hi,I have closed my books for financial period ended 31 March 2019. How do I start the subsequent financial period's accounting ?
I want to include the "print as" field in my reports (for uncashed checks)how do I?
