Reports and Accounting
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Hi,When I brought a business on to QB I entered opening valuation/stock balance in to a current asset code and called it a stock item. We have not run any stock adjustments in year, nor tracked stock through any sale or purchase nominal. Now past a year end I want to enter a closing valuation stock balance and am struggling to work out the best way to do it! Its not really crucial but I like it to be complete!Any tips on what to do? Thanks in advance !
Can I generate a report which shows quantity of stock at the beginning of the week, orders taken through the week and from whom, and then stock left at the end of the week? I use Quickbooks Online and have about 100 products lines.I know I can get a report for Stock in Hand and separately a list of ordered products, but can I get this information combined?
Hi there QB community can you help after realising i cant export to hmrc.My accountant has asked me for a link to access my quickbooks info - to help reduce his fees …i have tried but cant find anywhere to send a link or set him up as a linked party thats in the QB program and the Inuit account.is there anyway i can give him acces to the info without him having editing abilities ?or do i have to send him all my log in details for him to gain access ?many thanks Dooogie
I want to get a report like this but for different classes , there is just one class I am interested inis
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Hi there, When I import Sales receipt data there does not seem to be an option to import the class field. How can I get this included? I currently have to go through each sales receipt and add class information manually. Thanks Katie
I moved over to QB Online (not accountant version) about 6 months ago - I lost my reconciliation when the transfer was done, I'm over £85,000 out in my reconciliation, I can't undo reconciliations like I could in desktop, I can't manually reconcile in my chart of accountsI spent over an hour on phone to QB where they took control of my site and couldn't help, my accountant doesn't know what to do - I'm really at rock bottom nowHas anyone moved back to desktop - these are charity accounts and we will lose so much money in subscription payments but I am in tears dailyI've never made such a stupid decision in my life - moving online was the worst ever - and I want to move back but how can I move the data back to desktop as I can't reinput years of dataAny advice woudl be appreciated
Obviously this is a big problem for reconciling. What am I doing wrong!? Currently importing transactions from bank account, when I go to categorise the transfer, I do so as a 'transfer' from our savings account. The transaction only shows up once in banking but when I look at the balance sheet it is there twice.
Not sure why the Parent account shows $0.00 in the Income statement and that looks awkward. How to fix this? Cheers (*Above are just dummy transactions for illustration purposes.)
Hi, I have entered my budget for the next financial year by month and I now want to run a report showing me the annual budget by month. I can't work out how to do this as there is not an option to change the column options. What am I missing? Many thanks for any assistance, Rebecca
We use a third party stock control system called CIN7. COGS feeds through to QBO as a journal and it has done so correctly. However when I look at our profit/loss report for December the cost of sales is not there. It is there for every other month. Any ideas what would prevent it from being there?
Folks I'm looking to run a report out of QBO for all customer contacts (current, past and estimated but not won). I can do this but it puts the customer name in the same xl cell and the address all in one cell. Do you know if I can run this report so it splits that information up in order to make mail-merges easier?
Hello all 😀We have an API integration set-up to create sales receipts and expenses for transactions from Stripe in QBO which recently fell over due to high transaction volumes going past API limits. I am trying to export transactions to reconcile and create the missing transactions however there are more transactions in a single day than the report limit to export to Excel and reconcile. Does anyone have any suggestions on ways or tools that can help to export the data? Thanks Jack
why cant i reconcile my bank as it will not recognise a payment to a supplier ?
I can only see Profit and Loss by Tag Group
I've been trying to find out how to put a logo on a Self Employed invoice but all the help replies i can find say to change the invoice settings. I've been sending invoices for over 18 months and can't find how to go back in and change them?
Using the same email address it won't recognise the existing company I've been using all year now I've signed in n on my new phone
How to unfile a cis return on QB online
How do I post transactions in QB Desktop 2019? As my experience with our former software, you have to post the transactions (receipts, disbursements and journal entries or adjustments) after verifying them so that they'll appear on the reports such as Trial Balance. Once posted, they cannot be edited or you can't go back to any of them and edit anymore. How do you do this in QB? Thank you in advance for the response!
Sorted by nominal code would be ideal with subtotals.
