Reports and Accounting

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i have called twice now via telephone to Quickbooks to be advised the payment submission file is coming through as a XLM format when sending over to 3rd parties and them not being able to open the file or having the software within the business to open the file, i was advised by Quickbooks it would go to technical to investigate alternative formats. That has not been done or anyone has come back to me and when trying to convert the file ourselves, its not pulling through correctly either? I am banging my head against a wall as i've got the pension company putting onus on us to sort, invested hours trying to sort ourselves when I have tried every avenue to correspond with Quickbooks to give another way around this? Can someone please point me in the right direction on how to get this sorted promptly 

So when I set from Apr, the reports I can download are from April to March. but I want to set a proper date of start and end. How should I do it?

Triplicate came from aborted migrations requiring "purge" and repeat. It seems the purges did not complete.

is anyone available todayI want to compare all my growth history on a chart since 2020

In QBO there are following features: Sales ReceiptsSales RefundsInvoicesCredit NotesVendor Bills Vendor CreditsCash Purchase - via Expenses or Cheques  What I see missing is the Cash Purchase refunds which is the opposite of Cash Purchase. May be QBO is not designed to handle Cash Purchase Returns.

I can allocate them to a class, but I also need to allocate them to Customers/Projects. Is there a way of doing this?

I need help understanding my company overview for the last financial year to March '24 In the cost of sales it lists CIS for 30%, 20% and 0% which is totals prior to deduction of CIS. So after deducting those totals (gross) from income total, that is my "profit" before other deductions. Now looking at Expenses section of report it has CIS as an expense, so taken from "profit". But this is included in the gross of the cis payments in cost of sales. So is it deducting CIS twice from my report, once in cost of sales, then again in expenses? if so how has it done this and how do I rectify it? Thanks for any help

Within the No VAT Transaction report why are some expense transactions not negative?

Dear QB Community!  I hope you're all doing well. I need your help with configuring senders in my remittance advice. Right after paying my vendors I send remittance advice and among the people that receive (within my company for example cc accounting), some have moved on to other jobs. I can't seem to find the settings to edit this. Your help will be greatly appreciated!Thanks in advance! 

Hi I have rent, utilities and insurance reported as 'disallowable'. How do I change this to allowable?? thanks Tim

The error message is saying, something isnt working Sorry we cant update your accountPlease wait a couple of hours and try again (9999)

I have been using QBO Accountant with multiple client QB licenses since 2017.  Yesterday I have lost the ability to access all my clients QBO accounts via the drop down under my company name.  There is no dropdown menu at all.    If I go onto the QBO iPhone app I can see and access the clients QB. QBO customer services are looking into this but I'm wondering if I am the only person with this issue.    

I'd like to create a report showing the name and address of each purchaser of a particular product. Can you point me in the right direction?

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There is also the section that asks for accruals and deferred income. This is also not on the balance sheet. Can anyone help with these?

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Hello, We would like to know if it is possible to set default currency as Euro even though our company is located in the UK. Best regardsYejin Cho

HiJust checking if scheduled reports have stopped for anyone else? The last reports we received by email were on Tuesday 1.30am, so nothing on Wednesday or Thursday this week. This is the same for 4 Quickbooks accounts, so I'm guessing it's the same for all UK Quickbooks users. I have checked with support, but they don't have a record of anyone else reporting an issue (and have asked me to delete & recreate a report on one of the accounts, and wait and see if it's emailed tomorrow). ThanksJames

Hoping someone can help...On the dashboard, the P&L widget does not seem to have a dropdown option for 'last financial year' and shows only calendar year. Is this something that can be amended?It just seems a bit longwinded to have to run a full P&L report and then change the dropdown in there rather than have the information readily available in the P&L overview on the dashboard.Thanks

Hi. So set up COA as just changed to QBO. has all codes etc showing and the balance sheet balances ok but all I&E balances in COA are blank . But can get balances from I&E report. What have I missed setting up in COA. How do i get those I&E balances showing in COA . thanks

Hi there, I am having issues exporting report data to Google Sheets from QBO. So when I am in a report, I click the Export to Google Sheets and when I get through to the Allow connection screen, I get a connecting error message - see image below. I have tried updating the settings in Chrome to allow pop ups from websites, as I had read that could be the issue. I have even added QBO to the allowed sites to have pop ups - see image below. Someone in my company who has admin rights (as do I) is not having any issues with the export. We have tried disconnecting the Google Sheets app and reconnecting it but no joy. Very frustrating. Is anyone else experiencing this or solved the issue? Be grateful for any tips or advice. Oh, I should also mention that I have tried Safari and that didn't work. I also tried the QBO Help and it was escalated to Tier 2 but then the new online agent disconnected without helping after I'd be on for over an hour!. Thanks Mike