Reports & Accounting

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Can you run project reports in QBO?

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Can you change the settings so invoices show on the profit and loss statement?

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Looks like many have asked for this but has there been a solution yet?

I have a client who sells via Shopify almost exclusively.recently we have been working on having his inventory and COGS tracked on QBO.webgility is the app he is using to sync.although the costs are entered in each item detail, the COGS are not calculating. The inventory item seems to be adjusting it’s qty accurately, which tells me that the correct inventory item is being populated.any ideas would be greatly appreciated. I feel like there’s some simple answer that I just can’t find. 

I am running Transaction list by Supplier Report.

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Hi, I did something I know I should not of and am regretting it now. Cheques were wrote and reconciled.  These cheques were then deleted and re-entered correctly, the amounts are exactly the same in each Cheque however it still causes havoc with my current reconciliation.  I can’t go back and redo them all, this would take a lot of time.  I can re-check all the new entries, but it is still not balancing.  I’m sorry, knew I should not do this, but I did and now I would be ever so grateful if someone could help me!

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Purchased 3 cell phones from Bell that is financed to be paid over 24 months. Do I record the GST monthly or do I include it with my first initial payment?

I am using quickbooks online and not able to find PD7 current with dates. It shows a message like achived e file.

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We receive customer payments made by the parent account which payments need to be applied to invoices in multiple children's accounts. Can QBO record one lump sum payment into the parent account and automatically split the amount among multiple children's accounts and apply to invoices?

Hello, We manage multiple QBO accounts as a firm and want to know how to do the grouping and statements formatting across different clients instead of doing it manually for each clientIs it possible in QBOA?

We currently use CaseWare with JazzIt to create financial statements from workpapers. We plan to move to QBO Workpapers. Our year-end statements includes a report "Statement of Earnings and Retained Earnings" This report contains the following sectionsRevenueExpensesEarnings Before Income TaxesIncome TaxesNet EarningsRetained Earnings (Deficit)-Begnning of YearDividendsRefundable Income Taxes PaidRefundable Income Taxes RecoveredRetained Earnings (Deficit)-End of Year I want to have a similar financial statement report and could not find anything close in QBO reports. Please let me know if anyone created a similar report. 

Need to export Bank statements

Hello, I am hoping someone can be of help. We recently made the switch to Lightspeed Retail and Restaurant. Although LS has performed excellently, we have had many problems with the integration with Quickbooks Desktop, Canada.We are almost there but we still have this problem (as described by our Bookkeeper) 'we are using journal entries, the HST should be going to the liability account called "NEW HST Payable" - account # 2021.  Lightspeed made up new accounts that are not linked to the HST function in QB.  They need to be on a call with Quickbooks in order to link whatever account they mapped it to.  They made up a new account called "POS tax" which is not linked.' I am trying to help our staff fix this problem, I have little knowledge of accounting software or its integration. Can anybody help with this or has experienced similar issues (in Canada). Any information and assistance would be greatly appreciated. Thanks

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Hi,I am using Quickbooks Desktop.I am looking for any tool (3rd party tool) that can generate General Journal IIF files (from an excel file) with GST Input tax credit.I have been looking for ways to handle GST Input tax credit in journal entries for a few years, but have not been able to find a solution.Please let me know if there is such a tool.ThanksPaul 

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I can export to pdf but why not to excel?