Reports and Accounting
Recently active
An invoice drawn under an estimate, show the value of the current invoice on the screen, but not when printed. Please do the needful to print same. Thanks
HiOur profit and loss report has got messy, as we have grown we have added more categories and GL codes. We would like to be able to show the income in an order that suits us, I cannot seem to find how to change the layout.Any help would be gratefully received on how we go about editing the layout
Original commenter did not share additional details
How do i import trial balance to quickbooks online?please im a new accountant, fresh grad badly need advices on how
It still works if I'm using Microsoft Edge...
Hi everyone. I have a quick question on entering company expenses paid on personal Credit Card. Have made expense entries like the screenshot below and the balance of the Dir Loan account shows as a negative number, does this look correct?(i.e. the company now owes the director that total amount).Thanks!
In the 2019 and 2020 Desktop versions payroll was an extra cost option which we used. How do I access the reports for the Payroll section now as I am being asked for an Access Key. There are earlier years as well which were definatly nothing to do with the monthly subscription model meaning that we should be entitled to see OUR date. Have spoken to QB Support but they simply say its more than 3 years ago so can't help. Grateful for any ideas.
Get bank statements from Barclays
Ok, this may be a little confusing, but I will do my best to explain/describe... First, please realize that I am not great at QB and may need very detailed directions. I probably don't use a fraction of what QB is capable of doing. I have a chart of accounts that shows where to allocate all transactions, but I also use Class as another way to show where it's going. I use Class to enter the name of the project we are either billing against or receiving payments for... I need it for job costing... We don't keep inventory, because we are strictly a steel erector and anything we pick up as far as welding rods, grinder tools, etc. is "charged" or allocated to whatever class or project we purchased it for. For instance, 612 (in chart of accounts) is our supplies and material category... and we are working at a particular location... I would put 612 for category and then type in what we purchased under description and then the amount we paid... then enter the class/project under class. I need
A client was invoices 1000 by me.They have paid 500 on account I want to send them an invoice that shows the £500 balance due on the invoice How does that work.
Our own bank details are appearing on our remittance advices to suppliers. How can I remove this please.
How to get a report that shows a list of sales for the year including the service date. I can't seem to find it in any of the report customizations or filters.
I have created a budget for 01/04/23 to 31/03/24 but under income there is no line to automatically bring in the end of year cash balance on 31/03/23
"0% vat(sales)" is the option used for the sales half of the journal. the vat option for the accrued income half is left blank.
Good evening all, How do I import budgets onto QBs from Excel. I have budgets from January to December. Kind Regards
Hi,I have just discovered my accountant can't see any of my mileage entered on Quickbooks! All mileage has been entered manually dating back to 2021 April. I never used this before as I always used my own spreadsheet. How can they access what I see. Any thoughts please.
This was easily done on QB desktop as it would take all the invoices that were marked as Pending. But as the "Pending" feature is not available on the Online Version I'm not sure how to produce this information
My customers use those fields to understand the customer profile so I need to be able to run reports where I can select to see those fields.
I started trading on 04/09/2020 and am doing my own accounts this year. I've run report from 04/09/2020 to 30/09/2021 - the report doesn't show data, but there is info on my bank account
I am unable to file my VAT return because there are items in the exceptions report, how do I clear it?
