Reports

Especially in the tax season

is there a way to check a glitch with how profit loss reports are done the last two months seem to be off

has anyone had issues with profit loss reports since spril 2026

How to get QBO to automatically separate "Realised" and "Unrealised" Foreign Currency Loss/Gains to separate accounts and only post "Realised" gains to the P&L.

I’ve tried about 10 times to send my end of week report but nothing is arrive in my email. Is anyone else having the same issue?

There is no standard report for this , only with holding report. It does appear in the GST report but quarterly

We utilise recurring trxns - invoice with mulitple lines to record daily sales. Not all lines are used each day. I'd rather not have to delete the lines not used however I'd like the 0 quantity lines to not appear in reporting. How can this be achieved?

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A reminder by statement that they have reached their limit of credit

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  We’re excited to introduce Multi-entity Reporting in QuickBooks Online Accountant — a new way to save time, reduce errors, and deliver accurate consolidated financials across multiple client companies.   With Multi-entity Reporting, you can: Automate data aggregation: Pull financials from multiple QBO company files into one report. Create comprehensive reports: Access Profit & Loss and Balance Sheet reports with entity-level breakdowns plus consolidated totals. Eliminate inter-company noise: Spot and adjust duplicate transactions. Export with ease: Share reports as PDF or CSV.   ✨ Getting started is simple: Follow this link to complete the steps in product Select the checkbox next to each client you want to include. Select Create consolidated report   Step by step instructions can be found here

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  We’ve made an important change - If you prefer using Classic view for reports in QuickBooks, this preference is now saved. Meaning you’ll be able to use Classic view for around 30days. Meanwhile we’re continuing to work to make usability improvements and closing feature gaps largely based on your feedback. These fixes should help improve the experience of reports in Modern View.   Some recent highlights include: Accounting method name add to the Report footer Non multi currency reports now show currency only on totals and groups Honoring Account Number preference in reports Honoring Accounting Method preference in reports   Please keep the feedback coming!   If you have specific product feedback please use this form.We’ll aim to keep you across changes (including fixes) as they happen.

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I have run profit and loss report for last financial year. Expenses section does not have the amount that I paid for BAS. So the profit is not the actual as BAS payments need to be deducted. How to get this done

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I currently have the highest subscription but develop don't utilise everything available and keen to downgrade. The only reports I need access to are the TPAR and GST Summary. I can't find any detailed information so wonder if anyone knows if these are available in the Simple Start subscription. Thanks

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'Sales by Product/Service Summary' when l select this quarter , l cannot see the detail as monthly just l can see the total quantity. is there any possible to see it also montly. For example l wanna see a report annually so l can analysis which month that product was popular for my customers

I need to send my accountant reports from the 21-22 tax year and when I generate it, it comes up with zero balances. How can I get this? I have a self-employed account.

I am trying to set up my own custom report Groups - ie for EOFY email to be sent out to my clients? I can't seem to find where to set it up. Can you help me with the suggestions please?

Hi  I'm having difficulty finding a report that will show the revenue we can expect to receive this month.  I'd like the report to display the invoices that are due for payment this month, as well as income received from customers who have already paid this month.  Basically, all debit transactions and all due invoices on a monthly basis.  Thank you

I have a custom management report that is updated and used monthly.I was able to preview and export as pdf 3 days ago and now when I try to preview or export as PDF the error "Something's not working" appears.I have cleared cache, tried opening in incognito window and still "Something's not working"