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Home
QuickBooks Q&A (CA)
Reports & Accounting

Reports & Accounting

Reports & Accounting

2,026 Topics
3,704 Replies

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2026 Topics

asked in Reports & Accounting

Why do I have an amount in COGS in my report by product/service summary but I do not have any COGS entered in the specific item.

No text available

01

kristalynnemille

asked in Reports & Accounting

Even though i have entered the tax codes in the chart of accounts, i still have to enter them when i'm posting

No text available

71

sue-kyleNew Member

asked in Reports & Accounting

My Customer Sales Summary and Proudct/Service Sales Summary report totals match but my Profit & Loss total Customer sales for the same period does not?

No text available

21

asked in Reports & Accounting

I am working on 2020 but can't get any of the reports to print for 2020. How doo I make my "operating date" to be 2020?

No text available

01

asked in Reports & Accounting

If I changed the category of a receipt when does that new info sync with the reports

No text available

61

asked in Reports & Accounting

Why does my report name not show properly in QBO? A/R report shows the name as A/R Aging Summary when accessing on line through QBO.

No text available

11

asked in Reports & Accounting

Attachments and Reports

I am looking for a way to customize a report that lists transactions such as the first level drill down from a balance sheet or a P&L so that it can indicate which transactions have attached documents and which ones do not, or how many documents are attached to each transaction.  It seems to be possible in QuickBooks Online but I've not been able to find it in QuickBooks Desktop.  Does such functionality exist in Desktop?

63

asked in Reports & Accounting

I'd like to make a report "Sales by Customer Type Detail" but with Tags. I've used the Tag feature to note if a customer was new business or recurring. I want to see this

No text available

105

bemhowells37-hot

asked in Reports & Accounting

Will quickbooks let me enter transactions manually from the bank statement?

i have three years of bank statements with no backup. can i just enter them manually with out all the details?

235

Razor Accounting

asked in Reports & Accounting

GIFI Export Quickbooks Desktop

This question is for Quickbooks Desktop. Does anyone know how to export a balance sheet and income statement to Excel with the GIFI included in the Excel report?

645

asked in Reports & Accounting

Why dont my sales match my profit loss

No text available

01

asked in Reports & Accounting

Is there a chart of accounts sample for a new financial investment firm that I am creating?

No text available

31

heather-hughesbr

asked in Reports & Accounting

My accountant has told me that my cheque #’s are showing up on the bank statements but it is not showing which employee each cheque is for . How do I fix this?

No text available

21

asked in Reports & Accounting

Where is general ledger ?

No text available

383

karen.2502531001

asked in Reports & Accounting

How do I delete multiple accounts I accidentally set up

No text available

211

clayton-houle-ou

asked in Reports & Accounting

How do you post dividends going out of your business account?

No text available

41

asked in Reports & Accounting

Why Chart of Accounts for Credit Card (QB Balance) show positive value and Bank Balance negative? If I owe money, should the balance in QB also be negative value?

No text available

735

info-aldercreek

asked in Reports & Accounting

Why do statements not show balances. you don't want to send a statement with what is owing and what they paid. You need to show also the balance

No text available

31

asked in Reports & Accounting

Can i change 4 months worth of incorrect dates on journal entries (wrong year) ??

i entered jan-apr as 2018, when it should of been 2019.

162

asked in Reports & Accounting

Why can I access the credit card statement but not the bank statement?

No text available

41

gayelene-bonenfa

asked in Reports & Accounting

Is there a way to run a supplier report with credit terms displayed?

No text available

21

asked in Reports & Accounting

Why does the PST report add the same invoice multiple times?

No text available

141

fruitsexpressltd

asked in Reports & Accounting

When I migrated my data from my desktop software, it did not migrate my statements. I have no data other than the items list. I can’t see my sales. How do I migrate them?

No text available

01

asked in Reports & Accounting

Is it possible to show the business snapshot report with multiple years? Even just two previous years would be great. I love the report but now 2018 is gone...

No text available

1710

asked in Reports & Accounting

How to record inventory purchased by employee

Hi and thank you for taking the time to read my question. I have an employee that recently used his personal credit card to purchase inventory. Would this be an expense or still COGS? Ideally I would like to reimburse the employee (through QB Payroll) and then just pay the bill with the corporate card so that the inventory is reflected under COGS. However, obviously if I do this it will record the transaction twice. Once for the reimbursement and once for the supplier bill payment. If I just utilize the payroll reimbursement function it does not reflect in my COGS and instead gets treated as an expense. It also does not allow me to track the purchased inventory.  2 things that I thought of:  1) reimburse the employee through payroll and then reduce the company supplier bill to zero (as the cost was already taken on through the reimbursement), "paying" it so that my inventory is updated. Of course in this case I would be opting to just take this on as an expense

293

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