Reports and Accounting

Hey. I want to make sure I'm recording this correctly because my parents paid for the asset and I'm not sure what to do with VAT. I checked the community for how to set up a fixed asset and set it up for depreciation. I don't have an accountant but when my self-assessment date comes around I'll hire one to help with recording the depreciation right etc. I'm a sole trader, only had my business for about a month, and not vat registered but the supplier is so I paid vat on the device and the shipping. Device (£795) + VAT (£159) = £954. Shipping (£8.95) + VAT (£1.79) = £10.74. Total paid: £964.74. Here's my step by step:1. Went to Chart of Accounts and clicked new. Account Type: Tangible Assets, Detail Type: Machinery and Equipment, Name: Celluma LED Device, didn't select a default VAT code, ticked Track Depreciation box, Original Cost: £964.74 as of: date I purchased it. Should I put the full amount I paid including shipping and VAT, or just the device cost: £795? And if I

The report Purchases by Class Details take the data from the Item Details only, it seems? So why there is a field class in the "Category Details" . I do not use Items details so it seems that I can not use classes?Thanks in advance

No text available

I use the report Transactions by Tag Group. Until last month this subtotalled transactions for the period by Tag which is what I need.  Now it lumps all tags together.  How do I get the subtotals to work again?

No text available

I have been purchasing fuel with my business debit card and keeping the receipts for expenses. I did not know that I needed to record mileage in order to claim the fuel as an expense. Now that I have been doing this for a while, how do I correct this in quickbooks, I have no records of mileage and the car is personal so I presume I will not be able to claim anything at all and I accept that, but I will therefore need to show I have paid the fuel transactions back somehow. How can I do this in quickbooks? Many thanks.

I am using Google Chrome

I need to do catch up and prepare missing accounts for 1st July 2021 - 2022.Can this be done?

Is there a way to view all the customer refunds issued as a report? I'm using QuickBooks Online.  I want to see how many refunds have been issued in a certain time period. Ideally some kind of "refund report". I was thinking it might be possible to see all the refund receipts created, but I can't find that anywhere. 

Customised Reports, created from Standard Reports, are not allowing us to save any customisations. We receive the message: "Something went wrong. We are working on it". This has been happening for the past week or so and means we cannot save any changes to our customisations.We are able to save customisations to Custom Reports that we have created from scratch.Is anyone else experiencing this and, if so, is there anything we can do? Or do we need to wait on Intuit fixing it?

Hi, we have the projects module which we use. Is there a way of running a report on the projects to: 1. Obtain a list of projects that were in project at a particular date (ie year end)?&2. Once obtained that list, is there a way of pulling in the costs incurred on the project at that date? Thank you

How do I speak to a human

No text available

An invoice drawn under an estimate, show the value of the current invoice on the screen, but not when printed. Please do the needful to print same. Thanks

HiOur profit and loss report has got messy, as we have grown we have added more categories and GL codes. We would like to be able to show the income in an order that suits us, I cannot seem to find how to change the layout.Any help would be gratefully received on how we go about editing the layout 

No text available

How do i import trial balance to quickbooks online?please im a new accountant, fresh grad badly need advices on how

It still works if I'm using Microsoft Edge...

No text available

No text available

Hi everyone. I have a quick question on entering company expenses paid on personal Credit Card. Have made expense entries like the screenshot below and the balance of the Dir Loan account shows as a negative number, does this look correct?(i.e. the company now owes the director that total amount).Thanks!

In the 2019 and 2020 Desktop versions payroll was an extra cost option which we used. How do I access the reports for the Payroll section now as I am being asked for an Access Key. There are earlier years as well which were definatly nothing to do with the monthly subscription model meaning that we should be entitled to see OUR date. Have spoken to QB Support but they simply say its more than 3 years ago so can't help. Grateful for any ideas. 

Get bank statements from Barclays

Ok, this may be a little confusing, but I will do my best to explain/describe... First, please realize that I am not great at QB and may need very detailed directions. I probably don't use a fraction of what QB is capable of doing. I have a chart of accounts that shows where to allocate all transactions, but I also use Class as another way to show where it's going. I use Class to enter the name of the project we are either billing against or receiving payments for... I need it for job costing... We don't keep inventory, because we are strictly a steel erector and anything we pick up as far as welding rods, grinder tools, etc. is "charged" or allocated to whatever class or project we purchased it for. For instance, 612 (in chart of accounts) is our supplies and material category... and we are working at a particular location... I would put 612 for category and then type in what we purchased under description and then the amount we paid... then enter the class/project under class. I need

A client was invoices 1000 by me.They have paid 500 on account I want to send them an invoice that shows the £500 balance due on the invoice How does that work.