Reports

Does any one know how to extract general ledger from QuickBooks online with account type information?

I need to extract detailed ledger transaction with ACCOUNT TYPES infomation. does anyone know how to do it?

2 months ago

Kudzani-Mabophiwa

Qbo summary valuation and detailed valuation show different QTY for 1 stock item, what is the fix?

No text available

3 months ago

les21

Why is the reports app not responding?

When clicking on the reports APP, there is no response from the system for Standard, Custom or Management reports. In the dropdown only Financial planning is functional?

4 months ago

Retha-Wiid

I am drawing a Balance sheet report as at end Dec 2025, however when printed it shows a date as at the end of Dec 2024. How can I fix this?

5 months ago

Tiro-Makabate

I have synced Excel to QuickBooks. I would like South African rands. I'd like ZAR as an option when combing reports from 2 business. how do i set this up?

No text available

5 months ago

finance-hwj1-co-

How can i change the customer statement template?

No text available

6 months ago

info2325

my monthly management report is still using the old company name. How to i get it correct. the correct name is on the settings

No text available

6 months ago

finansies

Hi Everyone,How do we keep on working on classic view? We are more comfortable working in classic view for our reports.

No text available

6 months ago

info481

I need assistance with uploading bank statements - bank can only give it in pdf format

No text available

8 months ago

Glenda-Gounden

how do i remove a bank deposit from the sales by customer summary report

We received a tax refund from SARS but this is reflecting in the sales by customer summary report. How can we remove this

8 months ago

nafsbintismail

I am struggling to complete my statement. The keyboard keep on jumping as if its malfunctioning which does not allow me to type at all. can anyone please assist?

As I want to type to complete the statement, the keyboard pops up, but disappear too quick to allow me to type. As if it is glitching. I tried to complete the statement on my phone as well as on my laptop.

Good day When I export a budget report using the modern view in Quickbooks Online, some of the cells don't have formulas in them. When I switch back to classic view, the same report has the formulas in them. How can this problem be fixed? At some point the classic view will be removed altogether leaving me with a report that I need to often change, and update, but the totals will not update because of the missing formulas. Regards Kirk

info2196

Good MorningHow do I generate a report of all customer contact details

No text available

kingpin2

Please help. How do I print 3 months account history from the Online QB

Print account history

ruth10

How do we get the full history of all transactions with a supplier?

we need to see all the transactions our company makes with individual suppliers, how do we do this?

paddy-bcmfsa-onm

Why does the pdf report of the Planner show a dollar sign instead of a rand sign?

No text available

ofentseduke

Why is the Total balance on the transaction listing different to the total balance on the Trial balance for most accounts in the same date range?

I'm preparing financials and want to pull a TB. I realised that the TB balance is missing some transactions that I have posted and which appear on the transaction listing.

BatmansRage

Is there a way to add notes to reports in Quickbooks online?

I have notes on payroll checks and customer accounts.  I want to add these notes to the payroll report and to the customer contact report.  Is this possible?

kathydelaporte19

My uploaded receipts are not showing on my vat report, what do i do?

1. do I create an expense - I thought this was autmatic when I uploaded the receipt?2. do I select "action" and review receipt and this will then pull it through onto my VAT report?

1 report to see in all invoices was send on a specific date

donnadphysio

Can you show me how to edit an existing statement template

need to add address customer