Reports & Accounting

Merci

the Profit for the year in balance sheet is shown for wrong dates. the balance sheet is chosen for period Oct 14, 2025 -Oct 14, 2026, but profit is shown for period Aug 1-Oct 14, 026. Fiscal year is Jul 31, so profit is shown for the current fiscal year instead of chosen period

trying to enter tax provision journal entry and error message is asking for customer name because entry is debiting income tax receivable account

Bonjour, Depuis peu, mes rapports de direction dans QuickBooks en ligne ne se génèrent plus correctement. La configuration et la table des matières sont exactes dans l'éditeur. Cependant, lors de la prévisualisation PDF : Certains titres de rapports passent du français à l'anglais. Des rapports supplémentaires apparaissent. Des sections sont reproduites en double. Le problème se reproduit dans au moins deux compagnies différentes. J'ai déjà vidé le cache et supprimé les cookies de Chrome, puis dupliqué le rapport, sans succès. Pouvez-vous vérifier s'il s'agit d'un problème connu lié à une mise à jour des rapports de direction et transmettre le dossier à votre équipe technique? Merci.

J'ai annulé par erreur un rapport de taxes et je n'ai plus accès à mon rapport détaillé et je veux le remettre

Can I generate a new sub-class within an existing class?

I need to see transactions before 2024

Je travaille pour une firme comptable et le problème semble s'appliquer à tous les clients, bien que je ne les aie pas tous vérifiés. Je peux modifier par lots les comptes de bilan. Mais je ne peux apporter de changement structuraux. La seule option est "Historique de compte". Seuls les comptes de résultats ont la flèche qui ouvre un menu déroulant me permettant de choisir "Modifier".

I manage multiple companies using QuickBooks Online Advanced in both Canada and the US. I noticed that our US companies' Profit and Loss reports include Net Operating Income and Net Other Income as standard subtotal sections. However, in our Canadian companies, the Profit and Loss report goes from Expenses directly to Other Income and Other Expenses, with a final Profit total. There is no Net Operating Income or Net Other Income subtotal. I checked Customize > Edit section titles. Net Operating Income and Net Other Income are available in our US companies, but these sections do not appear at all in our Canadian companies. I also confirmed that the Canadian companies have accounts categorized as Other Income and Other Expense, so this does not appear to be caused by the Chart of Accounts. I tested companies with different business types as well, and the consistent difference appears to be Canada versus US. Is this a limitation or intentional difference in the QuickBooks Online

Thanks for your help. I started this account in Feb this year. Sales have been added from bank feed. I started creating invoices for the few customers who pay with terms, and create sales receipts to capture Canadian invoices which have taxes. It’s a SAAS business and use wise usd, PayPal usd. Payments via stripe are dumped in wise usd. TIA.

how do I track inventory?

How to remove an amount from a deleted JE that is still showing on my GST report?

Bank not reconciliaed

No text available

Je n'ai pas de solde d'ouverture dans l'historique et je n'ai pas de d'opération avant mes premières opérations, je n'ai pas de montant de 500$ en attente ni exclu.

Can someone help?  I am not a new user to Quickbooks but have never really had formal training.  I am having difficulty reconciling.  When I launch RECONCILE, Quickbooks tells me that my starting balance is off and prompts me to “FIX”.  When I do, it list a number of transactions but I do not know what to do from here.

Has anyone figured out if there is a way when customizing a report you can’t filter the Customer/Job name and the Vendor name? When googling it says I should be in the Filter drop-down listings Customer/Job or Vendor Name are not in the listing; just NAME. I use QB Desktop. I’m assuming that I will need to contact QB Support to develope that option for me. (Probably expensive).

Si j'utilise un rapport de ventes, il manque la colonne ville de facturation et si j'utilise un rapport sur les clients, il manque la colonne montant

I upgraded to QuickBooks Online Advanced because of all the promises of better reporting, especially for job costing. They also promoted one-on-one support to help with the setup. It's been very disappointing. I've spent days with support trying to create the reports we were told were possible, only to find out they don't work the way they were represented. Looking back through the support tickets, they also show a lot of inconsistencies between different support reps. It seems many of them don't fully understand the software's capabilities, which made the whole process even more frustrating. At $220 per month, I just can't justify the cost for the one feature I actually use—the ability to have more than 40 Classes, but now that I've been using it, it will be a lot of work to undo, if I downgrade. Has anyone had any success negotiating a larger discount with Intuit? Now that I've started using the additional Classes feature, downgrading won't be easy, but I also don't think I can j

I cleared a deposit made in April on the April bank req.  The item shows as cleared on the reconciliation report but is also showing as uncleared on the same report.  It continues to show up on the deposits when I do the bank reconciliation.  How do I get rid of it?!

Hi all,I’m not an accountant but I have been tasked with helping a small business transition from sage 50 to QB. My big issue is the company has 2 company files, one for US sales in USD and one for Canadian sales in CAD. It is a Canadian company so the majority of the accounting work is done in the Canadian file. They want it to be multi-currency so that the inventory is combined and it removes the need for end of month conversions. I have progressed so far with importing the canadian chart of accounts, customers and suppliers. I have a Journal entry that was built off of the Canadian trial balance, i broke up the accounts payable and recievable into all the different vendor purchases and customer purchases. I have a few concerns though, I see that on the trial balances it looks like the company has a US accounts recievable (i think this is brought over from the US file and is convered to CAD dollars) and they also have multiple accounts that hold USD but are convered to CAD on the bal

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QBO does a lot, but many construction businesses pair it with a dedicated project management or estimating tool. We'd love to know what you're using:• Apps like Buildertrend, Procore, Knowify, CoConstruct, or something else entirely?• What does the app handle that QBO doesn't do natively?• How well does the integration actually work in practice?• And honestly — was the extra cost and setup worth it?Share your setup and any tips for others considering the same route.

Some construction businesses work across both residential and commercial projects — and the two can be quite different in terms of contract terms, billing cycles, tax treatment, and the level of documentation required.If that sounds like your business, how do you keep the two streams separate and reportable in QBO? Are you using Classes to separate residential vs commercial? Different customers/projects? Or do you keep them in separate QBO files altogether?Would love to hear what's working — and whether QBO gives you the visibility you need across both sides of the business.

GST/HST in construction isn't as simple as just adding 13% or 15% to every invoice. There are some real quirks that catch people out:- The holdback: HST doesn't become due on the holdback until it's actually payable, not when the main invoice goes out- New home builds vs renovations: different rules apply- Input Tax Credits (ITCs): are you claiming GST/HST back on all your eligible job costs?- Quebec: dealing with QST on top of GST adds another layerHave any of these caused you problems in QBO? Or have you developed a reliable process you'd like to share? We'd especially love to hear from bookkeepers and accountants who've worked out the best QBO setup for construction HST.