Reports and Accounting

No text available

I am looking to allocate overheads each month, across several classes (funders).  I'm ;=looking at different ways such as creating an overheads class etc but if anyone is doing this, I would love to see the methods.  Thank you

Hi all, please advise: Everywhere it is stated that expenses incurred before the start of trading activity should be treated as expenses occurring on the day trading activity commences. But what should be done with expenses that, while incurred before the start of trading, still fall within the same tax year? What date should be used to record such expenses - the actual date (since they still occur within the tax year) or the date trading activity begins? EXAMPLES:1. A drill bought 5 years ago - should obviously (for me) be dated on the first day of trading.2. A table bought a month before the first day of trading (within this tax year) - should it be recorded under the true/invoice date or a fake one (the first day of trading)? Additionally, is there any trick I should use recording such expenses or can I use my Chart of Accounts as I normally do after the start of trading activity?Kind Regards, Jake, a novice self-employed in the UK.

No text available

No text available

No text available

My financial year runs from 1 May - 30 April but the reports keep pulling through 6 April - 5 April

I need to change the accounting dates for all years from 06/04 - 05/04 to 01/05 - 30/04. I have managed to customise Profit and Loss reports but don't seem to be able to find any way of amending  the dates for running all other reports. Help!!

I have Expense transactions with split accounts.  Can I run a report with this detail included, or available in the additional columns?  Deposit Detail does it for Deposits, but for Expenses I can't find any report...

This error has come up when I am trying to submit our VAT return.  I have previously successfully submitted VAT returns with not errors.

No text available

Have created a set of management reports for our VAT review, which I would then allow other members of our firm to use on their clients.  So, can I create a custom report (e.g. A/P ageing detailed with Outstanding VAT) that every person in our firm can access, across all clients?  And, if I then incorporate that report into a Management Report, can I then make that accessible to other members of my firm across all clients?  Note: I'm not the admin on our Quickbooks account. If I was, would I then be able to do so? 

No text available

No text available

I use QBO advanced for my client - a charity which is funded by several international donors. Recently, one of our donor has asked for user access to their project reports. I am unsure if there is a way I can customize this and give to this specific donor only to its relevant project reports without being able to seeing other projects' details

Hi,I am trying to create a spreadsheet for a customer with all of their invoices with the invoice number, invoice date, ship date, ship to address, product description and amount. I have tried to use the reports Sales by Customer Detail but I can't see the ship to address in the columns option. Is there another report?Thanks

No text available

No text available

When manually adjusting the stock quantity on the Stock Quantity screen, which option should we select from the Stock Adjustment Account dropdown? Regards Valya [Removed]

Test

No text available

I'm new to Online and seeting up my standard accounts and getting frustrated at finding out how to produce teh statdard detailed profit and loss account much used in Desktop.  Is it another feature Online dropped?

I need the original currency balance of each account

No text available

The QB Budget display dos not give a 'Print' option