Reports and Accounting

how do i run a trial balance by month of March only in quickbooks desktop and not year to date. i only want the tb for the month of march only 

Hi,i have an invoice which is grouped together with few other invoices. i need to just move one from that to next month. Example: Invoice dated 6/21/26 in QBD is for $10,000, i need to move just $5000 from that to 7/1/26. what is the JE so the remaining $6000 stays in June?

Anyone have tips on how to find a full overview report with business summary, turnover & the different category tabs?

I need to adjust the profit and loss in the statutory accounts, how do I do this?

I need to tag some of our incoming bank deposits. What will happen to my information in mid-May when the tags disappear?There is a way of 'migrating' some tags but not the bank deposits.What am I supposed to do? Nobody asked for this. It's like the awful Core Payroll mess all over again. I'm wondering what will be phased out next?

I want a report showing how much I have spent with each supplier for this financial year. I used to be able to do it but can't find the report now? There is an option by Expense but this doesn't show all transactions.

Why is the budget to actual report not in the new reports? Painful when the PL in new reports can be condensed to 3 balances. Plus - the endless messages " re classic reports being removed. Are QBO keeping the actual budget reports?

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. 

Hi, I am having a problem with the Financial activities by Tag Group report, I am sure it’s likely my misunderstanding than an issue with QB! I am running it for this quarter split by month. However, under April for Phone Costs (to make up an example), it’s missing a transaction that was billed in March but paid in April. Is this because it’s under Accrual? When I change the report to Cash basis, then it includes the missing transaction but also Unapplied Cash Bill Expenditures from the Credit Card account so neither Cash nor Accrual basis is matching the total figure I have in my own spreadsheet. I understand there’s a bit of an offset with the Credit Card account because paying it off each month doesn’t exactly match the calendar month but the month in the statement but is there any way to make sure the bill payments are included based on when they were actually paid, not the date on the bill itself?Also is it possible to run a similar report of Financial activities by Tag Group spli

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

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  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?  

It was in QuickBooks self employed app as default view.

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?

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? 

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

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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

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

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