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QuickBooks Q&A
Reports

Reports

255 Topics
461 Replies

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255 Topics

How do I generate reports for last financial year?

I need Profit and Loss, Balance Sheet etc for last financial year.

2 years ago

bobrilleelectric

Reports

Good days please help me here on this system how can i check my daily sales and proffet?

No text available

2 years ago

simphiwe-m-bizza

Reports

I just uploaded the Bank statement, however i when i run reports the Expenses shows 0/nill

No text available

2 years ago

sbpropertyinvest

Reports

Good morning, I need help with loading Diesel and Invoicing and then tracking liters? And to be able to print a report?

No text available

2 years ago

VdPSAR

Reports

When printing the management reports - Company Overview - choosing year to date. The report heading comes out with the incorrect date?

No text available

2 years ago

info-draccountin

Reports

Good day, I am trying to create staff as sales reps and then want to allocate them per invoice and thereafter pull a sales report per rep. Please assist soonest.

No text available

Unable to create a balance forward statement for certain customers even though there is invoices. Error message: Can’t create all statements customers have no statements

No text available

Sending out Bulk Invoices

How Do i Send out bulk Invoices - without using Recurring invoices.

3 years ago

sam-magiclightbo

Reports

My view has completely changed. Im on Sales, Customers.Usually there's a list of transactions, but the columns are so wide I cannot see all the info on the screen.

No text available

3 years ago

loveleecake

Reports

Can I pull a wage expense report

No text available

3 years ago

pjplumbingacc-gm

Reports

How do you find outstanding amounts compared to sales with a graph with my cell phone app?

Graph?

3 years ago

evz-hexvallei-co

Reports

We give our product to "agents" that sell it on our behalf. They send us the Sold amount with their Commision and costs deducted. Can I capture this other than a journal

Example. Our grapes is sold for R 100 but the customer deduct their cost of the selling price and end up giving us only R80.00. I need the capture the R100 turnover and the R20 costs on one transaction. Currrently using a journal but would love to capture is through invoicing

3 years ago

lah-main

Reports

Anyone else has problem with uploading bank statements

No text available

3 years ago

petra-khulisa-or

Reports

Can I run a Actual v Budget report per month ?

No text available

3 years ago

pjplumbingacc-gm

Reports

I need on my mobile app to see or create a graph showing sales verses unpaid per month??

Graph

3 years ago

Barrydup

Reports

I cannot select a first month of the financial year. The settings page is overwritten by a user detail request that do not accept the detail requested.

No text available

3 years ago

ruth10

Reports

Using QuickBooks Online - require detailed transactions for individual customers. How do we get this report?

Each customer has an Accounts Receivable account - how do we access the transactions on the account?

3 years ago

charlie-akohtadv

Reports

My liabilities are reflecting negative balance on the balance sheet report why is that the case?

No text available

3 years ago

bernhardcruse-bc

Reports

Do you know how to format the .csv file for the bank statement upload. I have read all the suggestions and it still does not work to upload. Please assist

I have changed the heading as per the suggestions. However the suggestions on the community group are different to the error message i receive. Therefore I am not sure what the correct heading is.