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whaywood1
November 7, 2024
Question

Viewing and filtering transactions

  • November 7, 2024
  • 1 reply
  • 0 views

Hello,

 

I am relatively new to quickbooks to am still learning. I am based in Austria and require a tax accountant to file my VAT returns. The accountant has access to my QBO, but is having issues including how to find and sort certain transactions. Our company purchases a number of items from other EU countries, which are subject to the 0% reverse charge mechanism, and the accountant would like all of these clearly labelled for her to identify.

 

My question is therefore in general, what is the best way to both view, and filter transactions in a period (in this case quarterly). Is there a best practice?

Thanks a lot

1 reply

DrandCr
DrandCr
November 24, 2024

@whaywood1  Hope you're doing well.

 

Regarding your query on the viewing and filtering the transaction for a period for tax purpose. 

 

Your accountant can use the report "Transaction list by date" ( snippet given below) which provide list of all transaction within the date range provided by you.

 

Apart from adjusting the date range , the report allows to customise the customise the columns to be shown on report ( You might need the vendor name, tax code, taxable amount, ship via details to work on the VAT return).

 

Hope this helps , Do let me know if you have any questions to me.

 

 

Pai

Bookkeeper.

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whaywood1Author
November 26, 2024

Hi @DrandCr 

 

Thanks for this, very helpful. I only seem to have the basic version of QBO so don’t have the „customise report“ option, however, I can change columns, filter etc. The main thing I need in the report is the tax type (standard, exempt etc) that you need to include when you’re matching a transaction. I can’t currently see this as a column option, is there a way to add it in? Thanks a lot!

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