Reports and Accounting
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I use QBO advanced for my client - a charity which is funded by several international donors. Recently, one of our donor has asked for user access to their project reports. I am unsure if there is a way I can customize this and give to this specific donor only to its relevant project reports without being able to seeing other projects' details
Hi,I am trying to create a spreadsheet for a customer with all of their invoices with the invoice number, invoice date, ship date, ship to address, product description and amount. I have tried to use the reports Sales by Customer Detail but I can't see the ship to address in the columns option. Is there another report?Thanks
When manually adjusting the stock quantity on the Stock Quantity screen, which option should we select from the Stock Adjustment Account dropdown? Regards Valya [Removed]
Test
I'm new to Online and seeting up my standard accounts and getting frustrated at finding out how to produce teh statdard detailed profit and loss account much used in Desktop. Is it another feature Online dropped?
I need the original currency balance of each account
The QB Budget display dos not give a 'Print' option
for instance my receipts will say : goods £100, VAT £20, total to pay £120. but my audit report I downloaded says : goods £99.97, VAT £20.03, total to pay £120!!!!! how do I fix this, iv been through my receipts and invoices and found the errors but I have no clue where to go to change the figures????
when i try to delete old invoices a pop up states there was an error deleting this invoice. any idea why?i use quickbooks self employed tia
It seems to default to the financial year which is not what I need in this instance.
I'm trying to set an annual budget but I can only see monthly
Hello,setting up a new business, and we sent an invoice to a customer that ended up being subjected to 30% CIS/high rate CIS as we where an unregistered business (was awaiting approval from HMRC for paye/cis).I am trying to reconcile their payment but have no way of selecting that the invoice labour is subject to that higher rate of CIS.Can anyone help?
This has happened since the new "Modern View" has been introduced.
We work on projects and need to be able to manipulate the budgets if things change and within the planner its very labour intensive so would like to set up a project with its budgets that can be drilled into but then it to feed into the overall Company budgets
I don't quite understand the logic behind the unrealised FX gain/loss not being included on the TB - the closing AP/AR balances should be remeasured at the closing rate so by not including this adjustment the balances are presented incorrectly?Also not following why the gain/loss is reversed out the following month - our 2022 gain/loss should go to retained earnings like all other P&L accounts as part of year end, so the Jan-23 position should start at 0?Would appreciate any further information on this
For several months now I have had an issue when trying to drill down into the G/L detail of a financial report. When I click on a total (for example, total expense for a given G/L account for a given month in a P&L by month report), it will open the relevant screen where you would normally see a list of transactions, but the screen will start flickering wildly and looks like I'm trying to scroll up/down, even though I'm not touching the mouse or keyboard. I can also see that it is also including activity I did not even request. For example, if I'm only trying to look at March activity and click on a March expense total, I can see activity for the full year displaying. But really the whole thing is frozen as I cannot select any of the transactions to review it/drill down further, or stop the apparent scrolling/flickering by clicking out of the screen or refreshing the screen. The only thing that seems to stop it is hitting the 'back' button, but instead of go
