Reports & Accounting

No text available

No text available

No text available

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?

No text available

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

No text available

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.

No text available

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

No text available

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.

No text available

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

Am trying to open previous years reconcilation reports & cannot.  Is there a fix?

No text available

No text available

No text available

How can I record historical bank statements from paper documents?

My client has linked the wrong chart of account to her feed, is there any way to change this?

would prefer to see the information I use not the extra columns QB desires.  Is there a way to change this and in other reports as well?

No text available

No text available