Reports and Accounting

When I want to prepare my tax return, I run the tax code report to make sure things which should be Z aren't under NO VAT for example. Any which are, I click on to, change and save and close but now, when I do that, each time, I go back to either the dashboard or my expenses list. I then have to go back to reports > Custom report > report by tax code and re-run the report. I have a screen recording but dont seem to be able to attach it.

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Under the account # 21751 Payroll Clearing, we have discrepancies in the amount of £0.01 or £0.03. What is the problem?

Hello, I am now trying to find a report that has the Supplier Bill Descriptions included - these are really important to me as I put details of the type of spend - but if I can't get them out of qb in a report I really need to think about not using the bill functionality in this way - HELP? Why have you a field that we can see in a report.  Is there a new report as previous posts refer to one that no longer exists?

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I need to reconcile sales figures to bank amounts and need to incorporate sales refunds in the annual sales income. Can I compile an annual report of Sales refunds

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The new experience reports supposedly export to excel and .csv BUT when doing so for excel the values are stored as text and for .csv come with a preceding accent character rendering both reports pretty useless without time consuming formatting. I hoped they would improve on the poor existing report exports to excel that come with unnecessary and frustrating formatting (like the old sage ones).when asking support they say "It's not technically an issue but more of a working as designed kind of feature" Does anyone know if that is correct and they are supposed to export values as text? 

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Our Sales system reports everything in USD, but our QuickBooks company file is set up in GBP (both company currency and base currency). As a result, our revenue numbers in QuickBooks don’t match the revenue shown in our CRM system. I’d like to know: Is there a built-in report in QuickBooks that allows converting our Sales P&L into USD? If not, what’s the best way to achieve this? (e.g., custom reports, workarounds, or third-party integrations) Has anyone faced a similar challenge, and how did you resolve it?

Can I delete the "Have a great day" on the remittance advice slip template

Reports

Hovering the cursor does nothing.

It’s must be one of the most asked questions ever how do I categorise what I pay myself ???

Its hidden on every staff members individual file, but I need a report to show compliance to the pension regulator.

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Following the process of annual accounts on the Workpapers tab on QBO for Accountants. Abbreviated accounts for micro-entities do not include a profit and loss statement yet on the contents page it is listed. How can i correct this and remove it?

I am doing a workshop and have 2 people helping me. I will be receiving the payment for the service, but will need to split it 3 ways, how do i do this on quickbook self employed, and categorise the split part of the transactions properly? My business will only receive part of the payment.

I have a custom report called "Current YTD Creditors Report". I can change the run date to end of last financial year. But I cannot see how to change the report title to "Year End Creditors Report"; and I also cannot see how to save it so that it keeps the last year end date. (It keeps reverting to use today's date). Anyone know how to make these changes please ?

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Good afternoon I have been using Self Employed for just over a year. Im fully employed (PAYE) in the construction industry with no input apart from tax code that I have inserted in QBSE On my UK HMRC account, I added that I also had a self employment. In filling in the self assessment forms that are  attached to my account for completion (HMRC) the box numbers do not tally with those shown on QB. I feel sure this is an error on my side. Or am I in-fact over complicating it, do I just need to take some key information and enter on the HMRC site like income, expense etc

The Transaction Detail Report when run directly does not have a running balance. This is a bummer. When an account is drilled down it does show the running balance. However the field I am looking for is Payment Mode which is absent when one drills down from say an item on the Balance Sheet. That field (Payment Mode) which is important to me is absent from the Detail Transaction Report when run directly. This means we cannot customize Petty cash or Bank or such reports.