Reports and Accounting

Hi, can anyone help me because it's driving me nuts. This issue started about 3 days ago and i've tried to call customer service but they've been no help. So, when i want to copy and save a new journal i go through the following steps:Reports> Trial Balance. Then click on the account i want, click on the transaction from the list in that account. Copy the journal, make whatever changes i need to make then save. The issue i have is when i exit, it doesn't take me back to the previous page (which is the list of transactions in that account), but it takes me back to reports, back to square one. In the past, when i exited the page, it would take me back to the previous page that shows the list so i can review the account before clicking back and going to the trial balance. This is such a pain as it means i have to go through the same process twice just to post and review a journal. Has any one else had this issue and be able to resolve it? Thanks 

Hi. I’m using QBSE. When I checked out the TAXES section to look at what I currently owe, it shows I owe nothing. After allowable expenses I am over the £12570 personal allowance so it should be showing I owe something. It has worked out my class 2 and 4 NI contributions correctly but nothing for tax- I was hoping it would to help me keep track of what I owe. Is this just me, or is it a glitch or something? 

I am using QB self employed and everyone says to go into the cog shaped icon by my profile name and select a heading “Accountant”.  Then invite your accountant - BUT !!!! There is no such heading option - only intuit accountant which gives me no option to invite anyone ……This is so frustrating  - why is this ?Anyone please help ?many thanks   

Please show me how to setup a loan with repayments and interest added twice a year

No text available

Hi,my year end is June 30th. I am wondering when I run year end does it close out all accounts (Bank, PayPal and Credit card) or is it just the bank?Thanks,Noel 

Hi QB community! I need a "bank history report" including the CLASS for each transaction, but the CLASS column is virtually empty (with few exceptions in some cases) even when we know for sure that each transaction has his CLASS correctly registered (transaction detail shows the CLASS is not empty). Please note:* I don't need to "Group by Class", I just need the regular "bank history" but showing the CLASS column correctly (eg. not empty) * The CLASS field is actually part of the Bank register, so I see no valid reason (other than being a bug) why this column should be empty, in other words, it seems to me this is not a "feature", but a "bug" that must be fixed.* See picture of the problem here: https://prnt.sc/yq0xxn

Hi,  We provide services to public sector, and as part of the Prompt Payment Code we have to provide a report on our last 12 months supplier invoice, showing Supplier, invoice date, invoice number and payment date. Where do I get a report like that,  I can't find a 'Payment Date' filter on any of the supplier reports. Thank youBarbara

My net profit is £25,263, but on my Tax Report, Income Tax is being quoted as £25, which is incorrect. Online chat gets me nowhere as they just end the chat and dont even attempt to help!Anyone had a similar experience?

The cost of sales column on the report appears as blank - how do I get the report to show cost of sales ??

I've tried clicking on the Sort drop down arrow, changing the default setting to 'name', clicking sort again, but nothing happens

hi just looking on my sa103s form and my other business income is zero, but I have 1000 other business income in my transactions. why is this 1000 not showing on my tax form

(interest is not being charged. the term will be less than 6 months)

No text available

HOW DO I TOP UP THE CASH IN HAND ACCOUNT?

No text available

Hi, We've just extended our accounting period, previously it was October 21 - September 22 but we have extended it until December 2022.  I've been looking through Quickbooks and I can't seem to reflect this change there, I can only change the start of the year which isn't what I need to do. Any ideas?

We previously used the Supervisor Cash Account for expenses, we have now set up a Supplier Account for our Manager and she will be claiming expenses this way.  But I have a credit in the Supervisor Cash Account that I need to transfer to her Supplier Account.  Any ideas?

WE have logged a payment and a Cis amount and both amounts add up to the invoice amount but it still says the amounts don't match invoice amount

Please can you advise what is best so we can automate the cash flow planning and see real time results , and use one set of budgets on quickbooks that fire into the cash flow.Objectives for softwareFor each companyCreate a budget for future periodAdd in capital expenditure and loan repayments etcCombine forecast with existing debtors and creditorsShow projected cash flow forecast.Show projected Profit and lossShow projected Balance sheetAllow for VAT repayments quarterly and collection of gross sales, and deferred taxation paymentsReport on budget v actualThen combine cash flows forecasts from 4 companies to one consolidated cash flow to show group cash flow.This would save a lot of time each month and give me better information Please let me know what software solution you would recommend ?

Other post say click the "unfile" button , but there isn't one.

No text available

No text available

For some clients I can produce a profit and loss report and it gives me the option to compare to a custom previous period, other clients I do not have the option to compare. Even if I do a Profit and Loss comparison report it will only allow me to compare to the same period in the previous year with no option to change the period. Does it depend on the level of the subscription?

No text available