Reports and Accounting

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When I generate a CIS payment and deduction report it shows the company information at the top including accounts reference no and the director / company owners UTR.  How can I edit the report so that it only shows the contractor’s information? we had an incident where a contractor entered the directors UTR as their own because it was in bold at the top of this report and we need to prevent this happening again.thanks 

HiI use Quickbooks Self Employed and want to change to Actual Expenses as i want to claim all my vehicle expenses as work is all i use it for, at the moment it comes up as a "disallowable expense". Can i do that? If so how?If i can't then do i need to use a different version?Cheers Richard

HiIn desktop I could run a report which included the VAT filing date - this was very useful for checking I have not found an option in QB online  - does any one know if there is ThanksCharlotte

Why do I not see a cost price on certain items on the stock valuation report even if the item has a cost price in the file?

I have a several invoices that are more than one line and they appear twice on reports. Is there any way to stop this from happening? There is no need to see the invoice twice.  Second line is usually a PO # or something else that is required by the client to appear on the invoice.  Any help would be appreciated. Thanks 

I have 2 bank accounts linked to my Quickbooks account. In the Cash Flow Planner regardless of which account I choose to view, the income and expenses from BOTH accouts show up. This naturally makes cash flow forecasting for individual accounts impossible. Can anybody help?

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It will have to be a journal entry.Will it also be an expense?Do I also make the vendor a “supplier”? Create a bill?

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We add pdf receipts / invoices to all of our payment transactions and I want to provide access to those invoices / receipts without the user being able to make any changes.

We are a charity with numerous restricted funds. If income and spending are all in the same financial year it works well. However if some of a fund remains at the start of a subsequent year I have real difficulty is getting a report to show spending in the second year against the carried forward balance of the fund. The Accountant tells us what is left in each fund at the end of year one but I do not know how to show this in the accounts. When I worked them manually I just recorded a carry forward figure - is something like this possible and if so how? I would be very grateful for any advice anyone can give me. Thanks. 

Moneys from company and from lender (mortgage) are transferred to solicitors, most of which are then transferred to the vendor and some kept by solicitors for their charges,and disbursements.Presumably all this is recorded with a journal entry, but how do i categorize/classify the stage where the money is at the solicitor?

Heya, I bought equipment for my business and would like to use the "down writing" method to claim it against my profits. I know how the system works, but trying to find out how I input it correctly into Quickbooks. Thanks

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I use the balance sheet code accrued income as the destination code for our service income. When this income is recognised i journal from the balance sheet to the P&L.Can this same income be posted against a project? So that the P&L recognises the income but the projects show the relevant income related to that project?Many thanks in advance for any help.

cant open my sales reports from the search bar or the dropdown menu

I want a total of invoices and credits entered against each supplier.  Doesnt matter about paid/unpaid and dont need to see the detail, just a total.

The goal here is to go into a given expense from the P&L, say Advertising, and then within that transaction report, group the items by Vendor. This gives me a bunch of different subtotals for each vendor within a given expense category.  However, I am encountering an issue with some accounts where this group by dropdown does not exist or is blank and cannot be changed. Even when I go to do the same thing from the customize report option it just doesn't really have what I need and I cannot figure out what's different about the accounts to make this happen. I have created new reports from scratch on the standard reports page and it still does not allow me to Group by at all.  I can work around it and get the information I need with some manual totals but it's pretty frustrating to have something like this work for some accounts and be really easy, but then just doesn't for other accounts for no visible reason. Using QuickBooks Online Accountant View (not

Hi all, hoping for some advice if possible please- for Quickbooks Online software integration. I oversee the payment run for multiple companies under the same umbrella, but set up in different Quickbooks. Come payment run time I am downloading the agreed creditors for each company & collating together in excel which is then approved before being set up manually in the bank. This process can be quite time consuming. After speaking to a QB's advisor there isn't anything on the software that can help with streamlining this process, so I was wondering whether anybody was able to recommend any other QB's compatible software that could help? Also, is anybody able to suggest any programmes that will help with reporting for multiple companies into a single report? Thank you in advance,Bryony 

When dividends are paid out of the bank where I do post them to?

How do I integrate Auto Entry with Quick Books?

My confusion comes when I look to add the monthly payment, this need to be taken from the Hire Purchase account as well as the Cash in Hand account as an expense to later show on profit and loss reports.Any advice would be greatly appreciated.