Reports & Accounting

Hi I'm an existing business, just starting out with QuickBooks online.  I've connected my accounts with no issues.My current year end is march 31st and plan on starting with QuickBooks in my new fiscal year as of April 1st.  Do I need to exclude all bank transactions from the previous fiscal year?  As I do not intend to add any of my previous fiscal years books into QuickBooks.   

Its hard to have to retype everyone's email every time i need to send quarterly statements

I used to be able to change account names and account types. Now, the pop-up asking me if I'm sure that I want to change the account doesn't appear when I click Save. I have to hit Cancel and _then_ I see the confirmation dialogue. However, because I cancelled the change, clicking Yes to the confirmation doesn't do anything. So it's now impossible to edit accounts after entering them into the COA. Makes it much, much harder to use QBO (not that it wasn't hard enough to use already).

Want Product/Service items sales by summary

I send statements to 50 people quartely. it would be convenient if the templates can be saved and all i had to do was change dates for new statements

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Hey Everyone, Using QBO and just started using the Customer Type field. I'd like to run detailed sales reports to include P&L, Profit % etc.  I've searched every report type and few even have the option to search anything by Customer Type. I did some online research and it mentioned to choose Custom Reports which I cannot find located on QBO.  The video I watched was for Desktop edition.  I called QBO C/S and they could not help either.   Any advice or workarounds would be awesome. Thanks, Paul

Hey Everyone, I've reached out to QBO Support on this but they gave me the run-around and said they'd look into it but it's really affecting our practice now. The issue is that Logos have gone crazy in QBO Quickbooks online lately, sometimes they just don't show and others they are SO LARGE they push the report into a small are of the page (See below example) This is just the top of a Profit and loss report. Previously this never happened with this company file. Now you can see the HUGE logo pushes the header over to the upper right and expands the report width. This then creates a large amount of wasted space between the accounts and the first totals, then again to the second set of totals. The areas i've marked out as wasted space were completely blank white space. We've tested this on maybe a dozen company files on different Computers all using different browsers with cleared Cache and also incognito mode so it's nothing to do with that. I'm thinking this is

Hello,I just opened a QuickBooks Online account and imported (via CSV import) all of my accounts and their opening balances successfully, except one - Retained Earnings. I can't seem to find a way to add an opening balance. What is the best way to handle that?Thank youMarko

I can generate current YTD actual vs. prior YTD actual and I can generate current YTD actual vs. current YTD budget, but I cannot figure out how to combine this information into one report.

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The Customer Business Number details are recorded under Additional Info but there does not seem to be an option to add this field to a custom report

Hello,  In the last year we switched from QB Enterprise to Online. In the conversion QB internally generated an "unrealized gain/loss account" on our P&L and started recording  to the account. We operate in USD but we report in Canadian dollars as we are a Canadian company with 95% US customers.  QB populates the unrealized amount by the difference in the invoice FX rate and the payment FX rate. Then I deposit it to the bank account and a realized gain/loss is calculated on the exchange between the deposit date and the payment date. The realized gain or loss is on our chart of accounts and we can book to this account. However, because the unrealized gain or loss is not on our chart of accounts, I cannot book adjusting entries. Currently, there is a difference between our USD AR on the BS and Trail Balance because unrealized gain/loss is not recognized on the Trail balance or General Ledger.  How do I fix the issue of unrealized gain differences be

Hello I work for an accounting firm in Canada and use QBO. I have some clients that have nonprofit companies.  I am under the understanding that QBO US and QBO Canada do not offer the same reporting system for nonprofit companies.  Apparently I have to use a parent app through QBO to access these Report.  Does anyone know the best App that can be used to produce reports such as "Statement of Activity and Statement of Financial Position".Thank you for your help in advance   

Who can help me with this as I have called QuickBooks and they said its not possible. But there is no way you can allow your employees full reign of reports. I just want them to have access like we did on desktop for invoicing and receiving payments. Also does anyone have any luck with removing the dashboard for all users to see when they open QuickBooks?

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The connection is good, re-established yesterday

Hello, I’m concerned about how to record an incurred bill before the end of the fiscal year (31 march) for the service received. The vendor send me the bill (estimate) and said that the amount could change depending on the participants. So, my question is : how do I adjust this bill for the next fiscal year ? For ex : let’s say, I recorded a bill with $1000 in march, then I received the vendor bill $900 in April. So what will happen to the remaining $100? Thanks  

How do I automate number sequencing in journal entries? I have put in a starting number a few times when I made an entry, but the next journal entry window is again blank in the entry number box.

Does anyone know how to set up group and heading on chart of accounts?

We are into the second month of using quickbooks.  We are linked to our chequing account and have categorized monthly bank fees as Transaction type: EXPENSE and Category: Bank Charges.  On the balance sheet this shows up properly as a credit transaction in the Assets section but there is no matching debit transaction showing in the Liabilities and Equity section.  Any ideas why and where to look or do I just need to do a journal entry for the debit transaction?

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