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QuickBooks Q&A
Reports and Accounting

Reports and Accounting

Reports and Accounting

2,181 Topics
4,382 Replies

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2181 Topics

Reports and Accounting

I want to download the entire general ledger from QB onto Excel, make adjustments, then re-upload onto QB - what is the best way to do this?

Original commenter did not share additional details

Reports and Accounting

How do I set up a sales ledger?

Original commenter did not share additional details

Reports and Accounting

How do I turn an invoice into a statement

Original commenter did not share additional details

Reports and Accounting

When I run P+L report on my Mac it comes up with different (lower) figures than the same report for same period shown on my iPad. Why?

Original commenter did not share additional details

Reports and Accounting

How can I get wages and salaries to show on my profit and loss monthly report?

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Reports and Accounting

Every time I get paid, I transfer 25% to a savings account ready for my tax/NI bill at the end of the year. What kind of transaction type should I list this as in QB?

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Reports and Accounting

How can I create a report of sales by shipping date- with the shipping date by month, quarter and year for different reports. Any suggestions?

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Reports and Accounting

Hi, my connection to Capital One has been down since 11 Apr, anyone else have problems. I have reported it but no progress as yet. Looks to be the wrong weblink on QB ?

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Reports and Accounting

I want to set up a journal which takes net operating income and multiplies it by the tax rate I choose in a given month - is this possible?

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weststreetplumbi

Reports and Accounting

How do I see entries which I have deleted ? I think it may have happened at the start when I was seeing how the system worked but is now showing in my profit/loss report

Original commenter did not share additional details

Reports and Accounting

Is there an equivalent of the Income and Expenses graph that was available on the desktop version of QB. I found it a real benefit to be able to see this in graphic form?

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Reports and Accounting

Why can't we keep multiple companies open?

I have a few companies that all have separate QBO users. Why can't I open more than one? Alos, now that I can't open more than one at a time, I need to log in to each co as I switch because the app doesn't store login credentials.Will we be able to do this at any stage?

Reports and Accounting

Goodo morningI need ot add a "Comments" column to a Sales by Customer Detail report - can this be done please

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Reports and Accounting

I need to record a dividend, all the solutions online suggest creating a dividend require me to set up a retained earnings account (a second one) yet you can't! Help?

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Reports and Accounting

Why does 'dividends paid' show as a net asset when the value is no longer on the books?

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Reports and Accounting

Can I change ageing summary reports to calendar monthly?

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Reports and Accounting

My employee wages are showing as the correct figures on the dashboard but on my profit and loss report - it’s showing a lot higher!! I need help!

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Reports and Accounting

I have exported my statements but they are not showing on here?

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Reports and Accounting

Projects:Client wants to see income/cost & profit figures not just the margin. Also want to be able to dump into exel to produce better reports - can have 50 jobs.

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julie-woodhouse

Reports and Accounting

Can you generate a report which shows CIS suffered on debtors? Basically a report that shows CIS unclaimable. Some invoices have been part paid so not full CIS as per inv

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Reports and Accounting

How do I email a report on a fortnightly basis?

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Reports and Accounting

Does anyone know of a report customization you can do on Quickbooks online to show the VAT on debtors? Trying to reconcile a VAT account, client is on cash scheme. Thanks

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Reports and Accounting

It has happened on four entries so far.

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Reports and Accounting

Hi, the date range is missing from my reports. It used to be there but now it doesn’t show at all anymore. Is this a known issue? thanks

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Reports and Accounting

When I run a sales report for the last quarter, Euro sales are coming up with a different GBP value than that showing on the invoice. Is there a reason for that?

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