Reports & Accounting

How do I print a Customer Statement that includes the description field from the Invoice?

I need to run a detailed Budget report by month, all  months at once (exactly as I was posting the Budget by month), not the total year like in the Budget Overview report. I need each month separately, but in one report. Thank you.

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I have added all opening data and bank balnce matches to the penny but the two reports are different.

I received a grant via direct deposit to the bank. It went into an old unused account. The spend is restricted and will happen later this year. When I deposited it "make deposit" entry, it shows as grant income (Federal Grant) on the P&L. and the associated high net income. In the meantime, if I create an unexpended grant expense account....which offsets the grant income on my P&L, it net zeros the bank balance on the Balance Sheet. What am I missing?

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Hello, we are using RoseRocket to generate bills and invoices for our carriers and customers. Afterwards we would sync those transactions over to QBO for reporting. How can I keep track of those synced transactions? For example, I would like to log in QBO on Tuesday and run a report that shows all the bills/invoices that was synced from RoseRocket to QBO on Monday. Thank you for the help!

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I am using Qick Books Online Plus, the Canadian edition. I am trying to customize the Budget report by specifying the accounts to report. In the Filters under Distributed Accounts, I am able to use the "selected" feature to pick accounts. The accounts I pick are shown in the report, but only if they are Income, Cost of Goods or Expense accounts. The selector allows me to pick a Current Asset account (the select box shows a check mark), but the transactions for that account are not reported. How can I include a non-P&L account in the Budget report?

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How can I import my paypal transactions from last year? Upon connecting my account, it only enters transactions from the current year

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I'm at year end and our CC reconciled fine.But I have "uncleared payments & credits" stillWhen I checked, these are not doubles.  If I deleted them, it will un-reconcile everythingI'm not sure if the online system created an error over the past year creating these (10) entries

When i am looking at the accountants log the user space is saying "DO NOT USE" i am wondering what that means.

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I can't do this by editing the chart of accounts.

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I am a newbie to QBO and have recently set up my company based on the y/e balance sheet from my previous acct. system.  I'm about to do my first bank rec and the opening balance on my bank statement doesn't match my b/s bank balance. This is due to the fact that cheques written in Dec. have already been recorded in my opening balance.  Now these cheques are clearing in Jan. How do I handle this.  I hope I have explained the situation well enough. Note, I am not an accountant.  Thanks in advance for any help you can offer.

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I have an income transaction where I received the income in 2023 but the service happened in 2022. Can I change the transaction to reflect income earning for 2022?"

I can't seem to pull up the reports