Reports and Accounting

Please stop creating new accounts

Dear Quickbooks, Please stop making new duplicate accounts like Inventory Shrinkage (when Stock Shrinkage already existed) that are messing up our accounts and changing defaults that have been set for years. See image of audit log.

7 days ago

Spam1

where has the profit and loss detailed report gone?

There is a Balance Sheet Detailed report but not a Profit and Loss detailed report. Why?

22 days ago

Nancy-Lavender

In my reconciliation the difference is the same as my bank statement at 30 April less the bank balance to date 14 May - Why? Thanks

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1 month ago

Elizabeth PCommunity Manager

What's your biggest headache tracking costs across multiple jobs at once?

  One of the trickiest things in construction accounting is keeping costs cleanly separated across several active jobs at the same time — especially when the same crew, supplier, or piece of equipment is shared across projects.   What's your biggest challenge here? Some things we hear often:- Costs getting tagged to the wrong job (or no job at all)- Subcontractor invoices that span more than one project- Shared equipment costs that are hard to split- Not realising a job is over budget until it's too late How do you handle it, and what could QBO do better to help?  

1 month ago

dh84work

When viewing my profit and loss or just expenses I can’t just view the tax year (April to April) can I make this my default view?

It was in QuickBooks self employed app as default view.

1 month ago

aziz3210

Mileage does not show as an expense UK

So far i have done 684 miles and at 45p per mile it works out to £307.80 I have read other posts and people have said that mileage is not regarded as an expense but it is something that is done in the form of a tax reduction or that you need to add it onto expenses manually. Can someone please give further information as to whether the mileage needs to be manually added as an expense if so then how?

mdryden1987

Can I upload invoices from saved files on my phone to my QuickBooks app?

I have current invoices I have saved in my Apple files on my phone and want to upload them directly to the QuickBooks app is this possible? 

craigr71

Why can’t I access the CIS category in Quickbooks

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patrick84

when drilling down to a category form the trail balance report the opening balance of the account is not showing

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Delf007

Can you please confirm what reports I need to download from Self-employed before I move to the new plus version? Thank you!

I have read that the move can go wrong and that's why I need to download reports. I'm slightly worried.

Lynn_K

My P32 report comes up with this error. An unexpected error occurred, please try again later.

An unexpected error occurred, please try again later.

james-devine3

The non classic Accounts receivable ageing summary doesn't provided a sort option as with the classic report. What happens when the classic report is withdrawn

Pamela-Davey

we have just purchase a property in the business and I was told to put it in fixed assets but I do not have fixed assets in my chart of accounts?

Why is there no Fixed Assets - does QB work differently. What should I do please.

brendan17

I HAVE BOUGHT 70% SHARES IN A COMPANY FOR £150,000, THIS WAS BY PAYING OFF THERE DEBT, WHERE DO I ALLOCATE THIS IN QUICKBOOKS

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Veronica Tuke

how to include budget for remainder of year along-side a year to date actuals report

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tweed

Is anyone having an issue with stock reports? My stock valuation report shows rogue quantities on some stock lines that are actually OOS. Asset value is zero?

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Gnanathiban-Logarajah

How to run P&L in DR and CR format in QBO?

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angela118

Why is Last Financial Year an option but This Financial Year doesn’t exist in Reports?

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Tom2510

Cis pre suffered help

I work in construction as a subcontractor to an agency (contractor. They pre deduct my 20% cos and an admin fee. They send me e-payslip. How do I show this in QuickBooks?I need step by step. I've tried Google AI but it's not that clear to me as I'm not bookkeeper, just starting the software.Thanks for any help.

Pamela-Davey

I have just created a tag. I want to filter a report for this tag. QB says go to gear and you will see tag listed. But my gear does not have tags listed.

I have found tags in transaction reports but unfortunately I cannot filter by tag name. How can I do this. I have watched the video does not help

prospectpro1

hi, there. i hope you are well.I need help to correct the financial year dates

the trial balance is not showing the correct figures. when I started to process the TB report I entered the period from 28may2024 to 31may 2025, but in the report expenses shows figures begining from january 2025. where can I correct the dates? thank you.

pamela38

I need the report in Quickbooks online, to get all my supplier with their terms payments. It is possible?

List of all vendors we have credit accounts

lisa-lee1

Unfile a cis return

How to unfile a cis return on QB online