Reports and Accounting

Our own bank details are appearing on our remittance advices to suppliers.  How can I remove this please. 

How to get a report that shows a list of sales for the year including the service date. I can't seem to find it in any of the report customizations or filters.

I have created a budget for 01/04/23 to 31/03/24 but under income there is no line to automatically bring in the end of year cash balance on 31/03/23

"0% vat(sales)" is the option used for the sales half of the journal. the vat option for the accrued income half is left blank.

Good evening all, How do I import budgets onto QBs from Excel. I have budgets from January to December. Kind Regards 

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Hi,I have just discovered my accountant can't see any of my mileage entered on Quickbooks! All mileage has been entered manually dating back to 2021 April. I never used this before as I always used my own spreadsheet. How can they access what I see. Any thoughts please. 

This was easily done on QB desktop as it would take all the invoices that were marked as Pending. But as the "Pending" feature is not available on the Online Version I'm not sure how to produce this information

My customers use those fields to understand the customer profile so I need to be able to run reports where I can select to see those fields.

I started trading on 04/09/2020 and am doing my own accounts this year. I've run report from 04/09/2020 to 30/09/2021 - the report doesn't show data, but there is info on my bank account

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I am unable to file my VAT return because there are items in the exceptions report, how do I clear it?

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I have a custom report which has income and expenditure.  I want to add the Tangible Asset where the income is invested to the report, income is purchasing units in a fund. I've tried ticking the box but no luck.  How do I add please? Thank you

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Hi,  I have come the closest I've been so far to producing a report that show a project's profitability, comparing time spent (logged in Quickbooks time, formerly TSheets) and invoices billed to a particularly Donor. I have been going through the steps in the Help guide called 'Set up and create projects in QuickBooks Online' but have become stuck on adding existing invoices and timesheet data to a Project. On trying to add timesheet data, I can't work out how to unlock the previously approved timesheets and don't know what impact this will have (what is the purposes of approving/locking time?). And doing it individually is very time consuming as we have multiple entries for each of our many projects every week.   On trying to add previous (paid) invoices, I don't understand why the invoice has to be disassociated with the payment and what impact this will have on my records. I just want an easy to generate report for each of my Donors (which as an ar

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My categories are not giving me any detail on transactions

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HI Everyone, Am I the only one to find the customer statements in Quickbooks annoying ? For some odd reason, the balance column is left aligned which not only makes the numbers difficult to read, but also doesn't look very professional (who ever left aligns numbers ?) and is an eyesore ! It would be EXTREMELY helpful if this could either be fixed or we were given the option to adjust at least some some aspects of the formatting for ourselves - this cannot be a difficult or contentious thing to fix so really hope QBO Engineers are listening.   

Hi made an EPS submission last month but it was rejected by HMRC because it was late do I need to cancel it and make a new submission this month

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