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A
Annie80
November 16, 2020
Question

QBSE UK

  • November 16, 2020
  • 1 reply
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QBSE UK: Subscribed a week ago and am finding it all very difficult. I ran a report from April 2019 to April 2020 but I don't know which account it belonged to. I need one report for each bank account. How can I do this? Thanks.

1 reply

A
Ashleigh1
November 16, 2020

Hello Annie80, 

 

Welcome to the Community page, 

 

Which report are you running in your QBSE account exactly is it the profit and loss report or a different one?

 

Are you wanting to look at a specific account on the report? 

A
Annie80Author
November 16, 2020

Hi Ashleigh,

Thank you for your reply.

I just want 4 separate profit and loss account reports for the tax year (April 2019-April 2020), one for each account: my business, the business credit card, my personal current account and my personal credit card. I did one report but I think everything was jumbled together.

Ann

A
Ashleigh1
November 16, 2020

Hello Annie so the way qbse works is it calculates a the pnl for the whole business as one and not by each bank account.

 

so the only way to be able to see the report for each account would be to toggle them off and just leave the one you want to vie toggled on then toggle that off toggle another account on run the report and so on then when all done to make sure you just toggle all the bank accounts back on again so you get your transactions. 

 

To toggle a bank account on and off is by going to cog wheel>bank accounts>then slide the green toggle off on the accounts you dont want to view and leave the one you want to view still on, run the report then turn that one off turn another on and so on then at the end make sure you turn them all back on. 

 

Any Q's let us know. 

 

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