Reports and Accounting

No text available

I have a number of projects which are capitalised but are intangible assets why can I not create an intangible in QB?

Can I set the profit and loss data and graph to this fiscal year?

Is it possible to add a stock status bt supplier report.  This would make life so much easier when coming to re-order stock.  I know you can export a CSV file and then go through it in Excel but a stock status by supplier within QB would be far quicker.  The addition of a filter that would allow the report to show only items out of stock or below minimum stock level would be even better. When I used QB desktop many years ago this was an option

I want to export my receipts for years older than 3 years but am not able to do this as a zip folder. I can see all these transactions and manually save the receipts for this time period so I know they are there, but can't download when I try to export receipts. I need for the years 2018-2019 and 2019-2020.  Can anyone help? Thanks, Emma  

No text available

No text available

Hi,I am self employed, not a Limited company.I donate to my local church from my business and put under charitable donations, but my church isn't a charity and I have learnt that these expenses are on my balance sheet as an expense and I don't think they should be.How and what should these be under in chart of accounts and am I allowed to donate to a non charity through my business account? I will put this right depending what it is. Thanks

I am wanting to start using QBO from 1 April for all transactions but (other than bank balances) won't know the opening balances until the old year accounts (pre QBO) have been balanced and closed off in a few weeks time. How best to handle this please?

No text available

Presumably after the accounts are finaliszd there are entries to claim the relief on corporation tax otherwise payable; this is at 130% of the cap expenditure

If I check a customers old activity sometimes it does not display for older activity - I'd guess at around2 years or more. But after accessing the desktop version and seeing the activity there, it will then show in the mobile version

Csv file format leaves  the description as ****, and txt format would need the word description changed to memo 700 times.Is there an easier way?

Hi all, After a weird software glitch the system has mixed up which account the transactions are from and allocated transactions from one account to the other as well as doubled the transactions across the board when trying to reconnect the bank account. This, with all the rules being also applied to certain transactions, proved to be an impossible task to resolve by myself. Even though talking to three different customer service providers we were unable to restore my account to the original state. Therefore all the work that I have put in using the app in the last year has been lost with all the allocations of expenses and earnings. I'm extremely disappointed that since I have been a customer for more than two years this wasn't possible to resolve and I am now left to start my 22-23 tax return from scratch. I've managed to unlink both accounts and add them both in completely fresh. Is there a way of retrieving the information about the allocations whether the

No text available

Currently I produce a report of all giftaided donors deposits and manually transfer the information to the hmrc form. It is very time consuming and I know they accept some reports produced by other accounting software.

No text available

I cannot import my invoices from courier exchange to quick books just saying error its letting me add the contacts from courier exchange but not invoices 

HiWhat figures do I need from financial reports to calculate a company's return on investment? Colin

Hi QB 2020 PremierI have a lot of invoices and I also have payments on these invoices and payments are common is there a possibility for a report to group the invoice and its payments into one report 

I’m having issues getting my head around how to process this. Say on 1st October, £1000 of dividends are declared to be paid. I journal the money from retained earnings to dividends payable (current liability account) and this is reflected correctly on the balance sheet. I now pay the dividends out monthly at £200 a month for 5 months. If I just process the payments from the bank feed and post them to “dividend payable”, although my current liability goes down, it doesn’t address on the balance sheet the dividend paid (other expense account). I then considered I could journal from retained earnings to dividends paid, and then from dividends paid to dividends payable but I don’t think that would give me what I want either. Essentially at say 1st November I want my balance sheet to say;- dividends payable (current liability) £800.- dividends paid (current expense) £200.-retained earnings £1000 less than before.-bank feed transactions to be posted somewhere. Can anyone help

No text available

We have a business loan and are tracking payments in QuickBooks Online. Is there any way to break out the Principal and Interest in QuickBooks? As these have different ramifications year-end for a write-off. We would just like to be able to see both of the numbers individually.Any suggestions are appreciated.

No text available

No text available