Reports and Accounting
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Dear All , we have been using quickbooks for 15 years . 6 years or so the online version . Why on earth is the report NOT sortable by other columns than the Date column . we could always sort it by name or Memo , just doesn't work . QB chat is unavailable , really poor service . were a paying customer for many years . and just before a tax return . We tried everything , creating new reports , removing columns etc etc .just doesn't work looks very buggy , randomly then jumped to sort by amount which we never ticked . we need sorting by name or memo . urgent help appreciated Patrick
Hello,I need help to produce a report that contains all bills and credits for the previous month and filtered by job name.Thank You,Judy
We have a lawncare business and each year we send out sign up sheets. I usually create a customer list and download it to excel to create customized sheets. The problem I have is that some customers have more than one yard. I thought by putting each of these under the ship to addresses it would pull them all to the excel sheet but it doesn't. Does anyone have any suggestions or ways that they get this report to generate like we need it to?
Hi I use the Inventory/Purchase Order features in QBO and understand the Purchase Order in Non-Posting but I'm unsure of how the system reports COS in P/L. Shrinkage appears to be the only account reporting COS to P/L, how are Bill Payments for Stock reported where my Stock Items are Posted to a Cost of Sales Expense Account? I am worried that my COS might be posted twice, 'Shrinkage' > Stock Asset Account and 'Cost of Sales' > Expense Account? Also, if I add an amount in 'Sales Price/Rate' to 'Sales of Product Income' > Income Account is this added to Sales Income in addition to the Sales Figures submitted by Zettle? RegardsGeoffrey Cann
As QBO doesn't produce meaningful reconciliation reports (most of the 'Payee' column is not populated i.e. from Transfers and Journals), please give us the option of downloading the reports into Excel so we can manually add a column and write some description. At the moment, only PDF is offered, hence not helpful at all.These reports are useless the way there are now, as cannot be used for any checking. Thanks, Lucia
Hi, i cannot get through to intuit as they seem happy to have the community offer support ! Why is it that when a customer pays an invoice and i match the transaction it is logged on reports as a cost of sales expense as opposed to a sales or billable income. ive attached am image to hopefully explain. it must be something that im doing so any guidance is really appreciated.
Hi, Fairly new to quickbooks and we've changed accountants since our year end Oct 22.Whilst we were awaiting our QB login things were put to oneside. Is there a report I can print off which will show transacrions missing a receipt so I can match everything up?Thanks in advance. Kerry
We reconcile all bank accounts at the month end. As all the information is there, is there a way to see a summary of all inflows and outflows of an account? Eg Cash receipted from sales v cash spent on hardware, wages, overheads etc? That would reconcile against an opening and closing balance? Currently trying a P&L on a cash basis but its not matching with opening and closing balances.Basically after banking summary report for a period that's categorised. Thanks in advance for any help.
It is a disgrace that this application has no a real customer service.
Hi Balance sheet report - for a selection of accounts On Desktop I was able to run a balance sheet report for a selection of accounts .This was useful to provide monthly movements of for example all accrual accounts. I have been struggling to create such a report in the online version.Does anyone have any ideas ThanksCP
We are a business that trades internationally hence we have multi-currency accounts. Apparently the Quickbooks software cannot handle that so Quickbooks cannot generate cashflow forecasts! One of the most important financial tools ever is missing from Quickbooks!!
there is no "fixed asset" option? is it "current asset" and then "building"?
I'm trying to accurately record a recurring deposit made on rented vehicles. Each week, the rental company charges a set amount, and then in the middle of the week, refunds the different between that set amount and the actual charges. Right now, I log it all as the same Expense but I don't think that's correct. Should I be recording the deposit (fixed weekly recurring amount that is partially refunded) as an Asset instead, or am I just doing this all wrong? Thanks in advance!
Hi there, I have recently registered a partnership and I am the nominated partner, I would like to make use of Quickbooks and Quickbooks self employed to support me submitting my personal tax return and the partnership tax return. I would like some advice on how Quickbooks and Quickbooks self employed should be used differently and if I even do need both or whether I can make use of one for both tasks. Any support shared is most appreciated.Will
i cant find an option to unfile
The donor reports appear to have invoices or balances, I want one where I can see just the payments received
Does anyone have recommendations of other companies that have better service than Quickbooks. I have heard that Xero for accounting and Gusto for payroll have more reasonable pricing and better customer service. After 3 hours on the phone with quickbooks customer service, I will be changing to an accounting service that appreciates their customers. Quickbooks has outsourced their customer service and it is the worst customer service that I have ever experienced. Thank you for your help
We pay our water bills on a monthly DD. Sometimes the account is in credit, sometimes in debit. I've just created a new "cash at bank and in hand" account to track payments and bills. Unfortunately, I entered the wrong opening balance and I now cannot correct it. I entered the opening balance as a positive number when in fact it should be negative (just reflects the position at the start of the year) I followed the process in the help, found the (only) transaction in the account and edited. However, when I save I get an error "! Enter a transaction amount that is 0 or greater" So, how do I enter a negative opening balance?
