Reports and Accounting

No text available

I need to download reports that detail by Project the costs accrued to date and revenue to date.  Is there a good report that will do this please?

When I create Customer Statements, I want to show the "true status" of their account. If they owe me money, I want to show the net amount that they owe me.  If they have overpaid, I want to let them know that too. With Quickbooks Online I can't seem to show open credits or negative balances.  Are there settings to allow that?

No text available

So that when I reconcile the bank statement to the Bank screen in QB it's one line to one line instead of multiple lines in QB to one line on the bank statement.

Hi All,  I'm setting up a charity account and have created classes for restricted funds (of which there are around 8).  I can't see a way of seeing a report that shows type of account (e.g. on the left as rows) and classes as columns. It seems pointless if I can't do this.  I can only see how to report on just the classes but not give me the whole picture (which is possible on old desktop versions of quickbooks).  Surely if you input classes it must flow through to the overall P&L picture?  Or not.....?

I have a very simple side hustle where we provide video production services.Dont want the overhead of being a ltd.Sometimes I need to get people in to assist with various duties, director, additional camera personel. They all operate as soletrader freelancers.Suppose I get paid £1000 and pay a director and camera man £300 each. How do I expense this? I tried using services in quickbooks, but doesn't seem to deduct the costs as I would expect in the taxes section?Thanks in advance  

End of year QB profits and loss Is completely wrong! Can I undo data on QB?

I am wanting to produce a report from the service date on an invoice. Is this possible? I've tried amending reports to include the service date but once the invoice date is changed the information no longer appears on the particular report 

No text available

I use my home wifi for both personal and business use. How do I go about entering this in my books?A couple of things I’m looking for l clarity on:1. Can I categorize the entire transaction of a monthly bill as a business expense (as opposed to having to “split” the transaction in my books)? Then, come tax time, I’d write it off with my home office deduction, which would effectively calculate the business-use percentage.2. Or, do my books need to reflect the business usage vs. personal usage from the get-go?3. Also, what’s the difference between reporting internet bill on schedule C or with home office deduction?

I am new to quick books. I have been entering items into expenses but when I look at expenses in detail I san see some items are correctly entered as deduction but then some items appear to be a positive. Therefore, the total amount is the net sum between the positives and deductions rather than one list of deductions. How do I change the positives into a minus? 

No text available

How does QB deal with Personal Spending transactions when calculating the year-end tax report? Are they included in the Profit figure?

I know I can custom the report but it is making everything look wrong in the software.

Ive set up a user to be able to add additional time worked through the employee portal. The only option is to enter the number of "units". The worktype set up is for units to be hours.  The timesheet report in payroll only shows the number of units entered - but does not show the time although there is space for time in the report.

How do I link a rent invoice (sublease rental income) so that the rent receivable shows up as a rent receivable and not Accts Receivable. Thanks

Can I run a balance sheet by location on QuickBooks online?

I understand that ‘Retained Earnings’ is a cumulative total from day 1 in QB. In our balance sheet we also have a figure for ‘Surplus/Deficit. What is the difference between ‘Retained Earnings’ and ‘Surplus/Deficit’ ? Thankyou’

Hi there, I've been asked to supply two years of accounts to my solicitor, but I can't see anywhere on the UI for me to do this. Does it fall under reporting?  

I want to see a breakdown (i.e. where the figure came from?) on the total column,  Don't know how to find it.  Anyone help? 

Hello Everyone I have scheduled several customised reports to be emailed to different members of our organisation. Some work, some don't and I have some questions that you may be able to help me out with. 1. At which time in the day are emails sent from QuickBooks online?2. How do I set a prefered time of the day for the emails to be sent?3. Where can I find a list detailing all emails QuickBooks has sent out / scheduled to be sent? Many thanks in advance 🙂 

Morning Have searched but can't seem to find..... Payment made to HMRC for SA/NIC - Single transaction brought through from business bank feed for return for the tax year 2021-2022 and a first payment on account Please, How do I categorise / record this payment?  Cheers muchly N

I would like to produce a Product and Service Detail report which I can include our suppliers costs against each customer at the time of the transaction. Is this something you can help with?

Can you print a Report generated in QuickBooks online directly from QuickBooks , instead of having to export first.