Reports and Accounting

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Hi all, I am in a dispute over some overdue invoices and need to check the date that the invoices were sent out from the system (Quickbooks for Self-Employed).  I have a 60 day payment term from the date the invoice is provided to a client, so the manually entered "invoice date" and "due date" are irrelevant - I need evidence that 60 days has passed since the invoices were actually emailed out, but I can't see any way to audit this. Help/advice would be greatly appreciated!  

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We're looking for a solution that lets us view our old QuickBooks Desktop accounts in perpetuity after June 2023, when Quickbooks is discontinuing its Desktop product. QB Support tells me that our Desktop app will not start and instead show an error message after 30th June. They offered their Export tool, but that will only last for 7 years and we will need to access our old accounts with no time limit. We migrated our day-to-day accounts off QB Desktop to Xero in 2020, so we don't need an ongoing solution. We just need a permanent means of viewing our old accounts from time to time. Does anyone know of a solution to this? Ideally, we would want a permanent licence to the latest version of QB Desktop in read-only mode. We of course acknowledge that QB would not be obliged to provide ongoing support.

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Currently I think you have to go to Reports, Trial Balance, then scroll up to the options, click the pulldown "Report period" menu, find "Last Financial Year", then click "Run Report".Personally I use this as a gateway to access breakdowns of individual nominal accounts for that period. So a shortcut would be a real time saver.

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I'm trying to file micro accounts and have run a report for the year but it's showing a negative Current Assets amount because expense transactions are all listed as cash on hand in the Assets section. The amounts are all categorised as Expenses, have negative amounts and are paid from Cash in hand and in Bank. My filing is now overdue so any help would be much appreciated. Mike 

Hi, I have a perpetual license and I need to know whether I will have access to the company file after 30/6/2023 

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Hello All ,  this feature used to work , but its broken , just nothing happens when clicking he sort by and then name or memo button its always sorted by date ..  this is way over a year now , and we cant work like that . only way it to export to a spreadhseet and reformat in order to sort by different columns  we need help urgently 

I've recently made a minor change to my chart of accounts but this is not being reflected in the new annual accounts (under Workpapers section).  The change is showing in the normal balance sheet reports but not in the annual accounts that I want to submit to HMRC.  Is there a way to refresh these accounts so they pick up the change and categorise the cost correctly?Thanks

Having put in the dates (the last 6 months) and selected Weekly, QBO defaults their Week to be the US norm of Sunday to Saturday which confuses the results. I can't see anywhere that I can change this to the more normal UK version of the week. Any help would be appreciated.

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I've used Quickbooks Desktop for 25 years and am now having to adjust to Quickbooks Online. The sort order of the QB Online A/P Age Details report defaults to being the reverse sort order of QB Desktop. How can this be changed to match QB Desktop's sort order as its very frustrating.

It's very odd  that QB seems to be the ONLY accounts package that I've ever seen that reports in this way without any option to show invoices in A/R Report by date raised.

Another day, another QB issue, why oh why do they continue to "upgrade" the platform.A simple task.All SalesClick the ACTION icon to download All Transactions into a CSV file.As of today, no longer works.I hate the new format that when you click on a sale it no longer takes you in to the invoice, it means extra clicks every time i want to view an invoice.I Hate the fact that payment transactions now appear in All Salesand now i Hate that simple functions in the platform no longer work.Hate the fact that i cannot email support to get a direct answer, instead i have to sit and wait for a community to sugar coat my issues and imply it is my computer, or my cache, or my internet etc.etc.Totally fed up with this company.

I want to be able to enter journals on the last day of a month and have them automatically reverse on the first day of the next month.  Is there a facility to do this automatically or will I need to do it manually?

Let's say on 31/03/23 I receive a supplier invoice or "bill" for £1,000 which I intend to recharge to a customer.On 01/04/23 I raise that invoice and add the billable expense to the invoice.If I run the "unbilled charges" report to 31/03/23, then it isn't showing on the report, but I want it to, because as at 31/03/23, it was unbilled (it was only billed the day after).Any report I can run that will actually get this to work?

Thanks for your help, I'm working for a small charity and I'm not a qualified accountant so any help gratefully received!

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Early this month May-2023,   I ran a report or some view in QBO that allowed me to export a list to excel of bills with a count of attachments.   My purpose for this is to sanity check that I have attached supplier bills to all transactions in QBO before my end of year accounting! Can I find this again?  Nope! Either the report/view no longer exists can anyone confirm ? or I just can't find it!  Can anyone point me in the right direction ? ThanksSteve