Reports and Accounting
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My issue was that the cog button immediately at the top of the report normally lets me customise from there - in some reports that is missing.However the higher up customise button (often hidden by annoying auto screen positioning to top of report) does still provide the customise filter options.
What does it mean when stock 'quantity on PO' is negative? I have no Open POs because they have all been converted to Bills. I'm used to seeing 'Qty on Hand' as negative if I have made a big sale and sold more stock than I currently have, and so I need to place a new stock order. But I have not seen 'Qty on PO' as negative before and don't know what this means (attached screenshot) do I actually have 28 items on hand or does this -18 on PO affect that and why? I need to know my stock levels accurately so I can place new stock orders. Any help would be greatly appreciated? Thank you in advance
I can not revalue balance sheet values, an error massage is appearing.
Hi all, For services provided/goods supplied in my last tax year (1/4/2022 - 31/3/2023) I have included an amount in the tax return that I have yet to make an invoice out for. It should have been dealt with but it just kept getting left. The tax return has been submitted and any tax due has been paid.I am still not using MTD software for full accounts, just the vat.The invoice amount has been paid. This is a pretty daft oversight (busy++). How do I manage this in quickbooks?Do I simply make an invoice dated 31/3/2023? The vat will need to be paid but I'm hoping that will be sorted sort of automatically and get added to the current accruing quarter once the invoice is produced in quickbooks. Any guidance would be greatly appreciated RegardsGareth
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When I click Recent Journal Entry to check my journal, it shows not journal found. I record it just now and save it and also showing same.
Hello, How do I categorise Loan income and loan payments in the Self Employed version of Quickbooks? Thanks in advance Paula
Dear All I really need help Previously, the accountant which recorded all- Advance taken to director for entertainment under staff advance- Loan taken by Director by sometimes anyhow park which not informed where she done My Question is how can I proper record from now on?Advance for the Entertainment taken (When make payment for advance is 0% ZP, upon all receipt taken) How should I do ? Loan taken by Director, from now on what are the correct way to record in QuickBooks
The closest I can find is Chart of Accounts -> New -> Non-current assets -> Other Non-current assets. Or possibly Tangible assets -> Buildings. But I doubt either of those are correct. In my previous years' accounts (done by an accountant) it was shown as a fixed asset.
When I run customised report showing paid as well as unpaid bills- the balances column is all zero, except regarding unpaid bills. I am trying to look at the history of bills and payments
We have had a look and cannot see anything obvious that can give us this specific detail for our re-enrolment month.
Hey. I want to make sure I'm recording this correctly because my parents paid for the asset and I'm not sure what to do with VAT. I checked the community for how to set up a fixed asset and set it up for depreciation. I don't have an accountant but when my self-assessment date comes around I'll hire one to help with recording the depreciation right etc. I'm a sole trader, only had my business for about a month, and not vat registered but the supplier is so I paid vat on the device and the shipping. Device (£795) + VAT (£159) = £954. Shipping (£8.95) + VAT (£1.79) = £10.74. Total paid: £964.74. Here's my step by step:1. Went to Chart of Accounts and clicked new. Account Type: Tangible Assets, Detail Type: Machinery and Equipment, Name: Celluma LED Device, didn't select a default VAT code, ticked Track Depreciation box, Original Cost: £964.74 as of: date I purchased it. Should I put the full amount I paid including shipping and VAT, or just the device cost: £795? And if I
The report Purchases by Class Details take the data from the Item Details only, it seems? So why there is a field class in the "Category Details" . I do not use Items details so it seems that I can not use classes?Thanks in advance
I use the report Transactions by Tag Group. Until last month this subtotalled transactions for the period by Tag which is what I need. Now it lumps all tags together. How do I get the subtotals to work again?
I have been purchasing fuel with my business debit card and keeping the receipts for expenses. I did not know that I needed to record mileage in order to claim the fuel as an expense. Now that I have been doing this for a while, how do I correct this in quickbooks, I have no records of mileage and the car is personal so I presume I will not be able to claim anything at all and I accept that, but I will therefore need to show I have paid the fuel transactions back somehow. How can I do this in quickbooks? Many thanks.
I am using Google Chrome
I need to do catch up and prepare missing accounts for 1st July 2021 - 2022.Can this be done?
Is there a way to view all the customer refunds issued as a report? I'm using QuickBooks Online. I want to see how many refunds have been issued in a certain time period. Ideally some kind of "refund report". I was thinking it might be possible to see all the refund receipts created, but I can't find that anywhere.
Customised Reports, created from Standard Reports, are not allowing us to save any customisations. We receive the message: "Something went wrong. We are working on it". This has been happening for the past week or so and means we cannot save any changes to our customisations.We are able to save customisations to Custom Reports that we have created from scratch.Is anyone else experiencing this and, if so, is there anything we can do? Or do we need to wait on Intuit fixing it?
Hi, we have the projects module which we use. Is there a way of running a report on the projects to: 1. Obtain a list of projects that were in project at a particular date (ie year end)?&2. Once obtained that list, is there a way of pulling in the costs incurred on the project at that date? Thank you
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