Reports and Accounting
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Hi Is there a way of running an open estimates report by customer but including the product type/description? It would be really useful not to have to look at each quote to determine the product that was quoted if you are looking to generate sales of a certain product/service. Many Thanks
On the Dashborad, the Profit & Loss Widget usually allows you to show these figures for the this and last financial year but now it only seems to be showing calendar years.
I have a logo on my Sales invoices - how on earth do I add this to my statements......I must be doing something wrong as there is no way a professional accounting software would not have a logo on their statement routine
Hi There, Wonder if anyone can help. When we send out purchase orders on quickbooks it sends via "quickbooks@notification.... etc" we have had a few occasions where the supplier has replied back to this email address, obviously this email address is autogenerated by quickbooks and so replies do not get read, so we are unaware of our suppliers email which may have a critical question about the order.Is there either a way of A) turning on a mechanism that will allow anyone who replies to this email address to be forwarded on to our real company email address so we can pick it up and respond to it... or B) being able to rename the autogenerated quickbooks email address to something like DoNotReply@quickbooks ..... etc" so people are aware they cannot reply to it and will seek our real email address from their contacts list or phone us if they have a query? Many thanks -Paul
How do I find and print the previous vat detail report ?
Hi, I am a sole trader that is not vat registered I run the report for my profit loss statement but when i checked each line item in the expenses in the statement, it does not take into account the vat that i am paying for all purchases i did. This lowers the Total expenses and makes the net income go higher than it should be. Is there anywhere in quickbooks setting that i need to do to sort this out?
I am looking to allocate overheads each month, across several classes (funders). I'm ;=looking at different ways such as creating an overheads class etc but if anyone is doing this, I would love to see the methods. Thank you
Hi all, please advise: Everywhere it is stated that expenses incurred before the start of trading activity should be treated as expenses occurring on the day trading activity commences. But what should be done with expenses that, while incurred before the start of trading, still fall within the same tax year? What date should be used to record such expenses - the actual date (since they still occur within the tax year) or the date trading activity begins? EXAMPLES:1. A drill bought 5 years ago - should obviously (for me) be dated on the first day of trading.2. A table bought a month before the first day of trading (within this tax year) - should it be recorded under the true/invoice date or a fake one (the first day of trading)? Additionally, is there any trick I should use recording such expenses or can I use my Chart of Accounts as I normally do after the start of trading activity?Kind Regards, Jake, a novice self-employed in the UK.
My financial year runs from 1 May - 30 April but the reports keep pulling through 6 April - 5 April
I need to change the accounting dates for all years from 06/04 - 05/04 to 01/05 - 30/04. I have managed to customise Profit and Loss reports but don't seem to be able to find any way of amending the dates for running all other reports. Help!!
I have Expense transactions with split accounts. Can I run a report with this detail included, or available in the additional columns? Deposit Detail does it for Deposits, but for Expenses I can't find any report...
This error has come up when I am trying to submit our VAT return. I have previously successfully submitted VAT returns with not errors.
Have created a set of management reports for our VAT review, which I would then allow other members of our firm to use on their clients. So, can I create a custom report (e.g. A/P ageing detailed with Outstanding VAT) that every person in our firm can access, across all clients? And, if I then incorporate that report into a Management Report, can I then make that accessible to other members of my firm across all clients? Note: I'm not the admin on our Quickbooks account. If I was, would I then be able to do so?
