Reports & Accounting

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When doing a monthly report

Shows me monthly profit just wondering if therefore is with taxes included

how do i set a year end to be june 30?

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We keep getting an error when trying to do this so just wondering if it is even possible seems weird that it wouldn't be?

I just called up two of my Memorized Reports and found the Amount & Balance columns have disappeared and in their place there are two columns which are blankOne is headed as Act. Cost , the other is Act. Sales Price.  Neither are listed in the column selection List? Please helpReadar

Can I run an Accounts Payable Aging Report?

I purchased 3 items of office equipment from Amazon with my business credit card. Amazon charged my credit card twice where the two charges match the total of the 3 items but each charge doesn't match any one item purchased. I created one expense entry. How do I match this expense entry to the two credit card transactions? Using QBO

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I would like to see a "Profit and Loss by Cusom Field" to replace above. Exporting detailed transactions really is going backwards to accomplish this is backwards.

For clarification, the sale is happening for services provided off a reserve. It is not exempt or zero-rated, but should be charged at the full 13% with the provincial point-of-sale rebate being a separate line showing a reduction of 8% on the invoice and subsequent HST report.

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I have confirmed with Quickbooks the you can't Reconciliate an account under the following conditions:(Note I am using Quickbooks Desktop so I can't comment on other versions) 1 - Accountant's changes are pending2 - The account in question does NOT had a field for Interest date, like Other Current Liabilities.3 - There are open transactions before the Accountant's Copy dividing date You will get a warning stating that the Statement date, service charge date and interest dates must all  be after the Accountant's Copy dividing date of YYYY-MM-DD As there is no interest date field for you to modify, the software's logic must be assuming a date, before the dividing date, and therefore will always fail it test. This is a bug that Quickbooks was able to reproduce and is now sending off to their engineers, so who know how long it will take to fix. 

Our fiscal year is February 1 - January 31. I have the tax return for the period ending Jan 31, 2024. Thanks.

Paiement location vehicule

I am getting error reports when trying to submit my T5018 xml file from quickbooks to the CRA. This has worked smoothly for me in past years. Is anyone else having this problem and what can I do about it?

Hi there! I have a two part question:1) We currently use QBO advanced and have the ability in our spreadsheet sync reports to run consolidated statements (because we have around 17 separate Qbooks files that we need to roll up). Currently our spreadsheet sync only contains 4 report options in the 'Run Multi-company report' option: Balance Sheet, Profit and Loss by class, Profit and loss, and Trial balance. As a retail business, its critical that we prepare consolidated reports with our 'Location' information as well, which we are having to manually consolidate right now. Is there an easy way to add an existing QBO report 'Profit and Loss by Location' into spreadsheet sync so we can run it as a consolidated report? Or do you have any other recommendations to avoid this manual process monthly?2)  On a similar note, we are rolling up several entities in our legal org structure, meaning we will be amalgamating several existing entities into each other, which will decrease the need for

When entering adjusting journal entry, there is no box to click for automatic reversal in the new fiscal period?

My accountant says that the password I used on my accountants copy doesn't work, can I reset it?

Where is the collapse all / expand all option for the QuickBooks online reports

I just updated my QBD and all of my memorized reports have changed..i am getting Cost...Sales Price...Act. Sales Price columns and my dr/cr and balance columns are gone.  Does anyone know how to fix this without having to customize each report again?