Reports & Accounting

I'm looking to pull a report that will show me quantities of each product sold to a specific customer. (We are trying to assess which of our products are the most purchased by one customer over the years). Would love to pull a report without having to scour invoices.

I recently created and shared several custom reports with company users who only have access to see reports. If I go and change the report details and resave it, the company users now see a second report with a "-1" at the end of the report name. Each subsequent save of the report generates another report in the user's list. My list of custom reports remained the same. Is there any way to avoid this if report changes need to be made? Our users now have 40 extra reports in their list.

Hello, I would like to create a report that show the relationship between my current invoices and my current bills - and ultimately the gross profit. We are a logistics company - and we would like to see the revenue that we make from one single transaction. We invoiced our customers for a delivery and then pay the carrier to carry out the shipment. The invoices to customers and the bills from vendors are tied together using our Pro Bill #.  Is this kind of report possible for QBO ? Thank you kindly for your help.

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needed for statutory holiday pay

I have 2 taxes that I have run reports and made payments, however I have discovered that I have many errors in those reports.  I have tried to fix the problems but only make things worse.  I think the solution is to delete the tax reports and start again.  How do I do that?

sending a customer transaction statement to customers and the system just sends a summer an the email body. How do you attach a pdf?

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This seems to me to not just be a credit or negative in the "Software Domains" account. Any suggestions?

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I have allocated the Hours to different custormer for all of the employees. Some of the payrolls are assiged to each customers, some are not. Please help to solve this issue

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I am trying to do my accounting and I am clicking on the accounting tab - reconcile - and it keeps asking me to 'match the books to the bank efforts' - however my accounts are already connected. There's no way to bypass this, no X, and because of it I cannot reconcile.

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I want to change the program QuickBooks uses to email invoices and reports from within Outlook to another mail program, like Thunderbird or eM Client, but cannot find out how to do that.  I set the default mail program to the desired mail client and it works properly for other applications but not QuickBooks. I don't want to use webmail. Any guidance will be gratefully received. Larry

Hello,  I have a question about formatting item numbers for printing reports. One of my item numbers is SF-001.  I would like to see this on a report. When I go to print a report and select 'Item', this is what I get: Sunflower Oil:SF-001 (Sunflower Oil Cold Pressed 500 ml / Huile de tournesol 500 ml) SF-001 is a subitem of 'Sunflower Oil' which we use to group items.  In brackets is the item description.  Why is it picking up all of this when I just want to print the Item Number. Any work around?  Thanks in advance.     

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Hello,I logged in to QBOA today only to find that a report that I've customized and saved as a favourite has gone missing. Where has the adjusted trial balance report gone? These instructions to view the adjusted trial balance no longer work. What's happened? Enter an adjusting journal entryYou'll make adjusting journal entries from your client's QuickBooks Online company file.Sign in to QuickBooks Online Accountant.Select the Go to QuickBooks dropdown and select your client's company.Select + New.Select Journal entry.Select the Is Adjusting Journal Entry? checkbox.Follow the steps to record the journal entry.Select Save and close.Review adjusting journal entriesRun an Adjusted Trial Balance Report to review your adjusting journal entries. This report lists all account balances in the general ledger before and after you make adjusting journal entries. It also lists the total adjusting entries.In QuickBooks Online Accountant, enter&

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I need to create a transaction report that is sorted by date, transaction type, name, account, split, amount and balance.

I am look to run Profit and Loss plus Balance Sheets for prior years.

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How do I write off my old computer that died and I can't sell. Unfortunately it is now garbage. I can find advice on how to record a sale but not on how to write off the fixed asset balance.

I had issues in my desktop 2023 Company file that displyed an accounts payable make payments screen that showed a negative balance for a vendor. When I went to help it suggested I install the Quickbooks Repair Hub, which I did; but after several attempts the File Doctor would not open.It ran the qyuck fix with no results; and I ran the program diagnostics. There were no errors there. I've been back and forth to the support pages and can't find a resolution. I then restarted my computer and tried again with no luck. Nothing had changed.I'm running Windows 11 and my version of Quickbooks is Desktop Pro 2023 Any help would be a blessing. I'm on a year end deadline.Millie