Reports and Accounting

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I have also been given many options such as...Full amount, minus 20% and divide this over 3 yearsorMonthly payments, minus 20%

Hi, please help!I did a transaction report in accrual and did the same report in cash.There are items on accrual not in cash, however there are items in cash not in accrual. I need to see a clear view of what has happened in the year, but it seems to me I have to run both of them and remove the duplicates, which for me seems ridiculous and time consuming. Additionally this is reflected in the P&L and Balance sheet, so I am actually unable to just pull off an accurate report. Whats going wrong?

I've taken cash and entered it into income but can't find a cash in hand total

I have used quickbooks for a few years and never had this issue. I have tried adjusting the vat period but the 'open return' start and end date stay showing just September only. I need to correct it to reflect the quarter. Any solutions gratefully received. Thank you!

I can see that QuickBooks is able to analyse income and expenditure by restricted funds, using by using 'class' to differentiate funds. However, I've not been able to find anything in QuickBooks to help with reporting restricted funds balances for the Statement of Financial Position. I'm fairly new to this and notice that colleagues are tracking restricted fund balances via Excel, which is time consuming and can lead to mistakes. Surely there must be a way to track these balances in QuickBooks?

match transaction

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They are historic statements going back a bit. They are all currently waiting to be reviewed, obviously I don't want to just 'exclude' them as I won't be able to reconcile.

I am paying monthly subscription for QuickBooks Self-Employed at a price of GBP 12. I tried to access my user account today to prepare my tax return for this year and to sync my expenses. To my surprise it did not recognize my user account. NOW suddently it created a new account with the registered email address (where I receive the monthly subscription) and ALL is gone. My past four years expense collection vanished. I cannot believe this. Support is not even available in the evening. HOW CAN THIS BE that I am charged every month, BUT NO ACCOUNT. Please help.

We have a situation where Stock items that have Purchase orders raised against them are not appearing in the "Qty on PO" tab for either the main Products and Services selection or the Product & Service list report.  They do appear in the open purchase order report.  It seems to be random as in some instances 1 of 2 orders for the same item appear in product and services.  In other instances specific items may appear one month when ordered (then received) but when ordered again a month later does not appear in the Product & Service list report.   I've tried clearing cache, opening in other browsers and other PC's but they refuse to appear.  This has led to 

I have two customised reports but can't add the missing column to either of them. I need to export and merge to get the data I need.

How to delete multiple transactions?

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Sub filters are always included regardless of steps applied

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Hello,Following the recent upgrade of QuickBooks Online, there have been notable performance issues encountered specifically with the new version of reports. In certain instances, the reports load quite slowly or intermittently, especially when handling large search periods. Previously, such functionality was smoother in the classic view version.However, the classic view, which had been functioning adequately before the upgrade, now presents issues when specifying custom date ranges, such as selecting "Custom" for the report period from 01/11/2023 to 15/11/2023. This action results in the system behaving erratically, particularly when attempting to customize columns and settings.I am curious to know if anyone are experiencing similar issues and what measures have been taken to address this matter.Thank you for your attention to this concern.Best Regards,Shaun

What's the phone support number?

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Hello , I stopped my Qiuck books subscription around 6 months ago. I’d now like to start it back up again ,please can you let me know if all of my previous information still be available on my account as I left it ?  Thank you Cherelle 

I want to make customers inactive that have had no transactions for two years on QBO.So I either need a report on customers with no transactions in two years, or a list of customers that have had transactions in the last two years.

Can you provide me with this report as a 'special' - please

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HII used Transaction ID for the reports and for the auditors.On the old reports - the col to add Transaction ID is there, On the new reports (which we will have to use) it isnt. There is a column called "transaction number" - this is the invoice no/sales inv no etc and not the ID. Does anyone know what I should be looking for. Thanks