Reports and Accounting

Hi, I have entered my budget for the next financial year by month and I now want to run a report showing me the annual budget by month. I can't work out how to do this as there is not an option to change the column options. What am I missing? Many thanks for any assistance, Rebecca

We use a third party stock control system called CIN7. COGS feeds through to QBO as a journal and it has done so correctly. However when I look at our profit/loss report for December the cost of sales is not there. It is there for every other month. Any ideas what would prevent it from being there?

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Folks I'm looking to run a report out of QBO for all customer contacts (current, past and estimated but not won). I can do this but it puts the customer name in the same xl cell and the address all in one cell. Do you know if I can run this report so it splits that information up in order to make mail-merges easier?

Hello all 😀We have an API integration set-up to create sales receipts and expenses for transactions from Stripe in QBO which recently fell over due to high transaction volumes going past API limits. I am trying to export transactions to reconcile and create the missing transactions however there are more transactions in a single day than the report limit to export to Excel and reconcile. Does anyone have any suggestions on ways or  tools that can help to export the data?  Thanks Jack 

why cant i reconcile my bank as it will not recognise a payment to a supplier ?

I can only see Profit and Loss by Tag Group

I've been trying to find out how to put a logo on a Self Employed invoice but all the help replies i can find say to change the invoice settings. I've been sending invoices for over 18 months and can't find how to go back in and change them?

Using the same email address it won't recognise the existing company I've been using all year now I've signed in n on my new phone

How do I post transactions in QB Desktop 2019? As my experience with our former software, you have to post the transactions (receipts, disbursements and journal entries or adjustments) after verifying them so that they'll appear on the reports such as Trial Balance. Once posted, they cannot be edited or you can't go back to any of them and edit anymore. How do you do this in QB? Thank you in advance for the response!

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Sorted by nominal code would be ideal with subtotals.

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Hi we have upgrade to pro and spent a long time inputing all of our sales items with costs and sales prices.... only to have reporting return a blank column under margin.  We dont want to use the stock control feature so all items are non stock....  surely it should be possible to report on sales margin by product without keeping an inventory?  Hope someone can help, cheers Fi

The Audit History Has Not Logged My Recent Transactions

I have agents (parents), which are managing separate companies. I issue the invoices to the parent and the sub-company is shown in the invoice as reference. I have two problems: 1. I cannot make a separate statement for the sub-company. 2. In the parent statement the names of the sub-companies are hidden. You can see only the number of invoices and services rendered. The clients cannot understand from the statement for which sub-company was the invoices issued.

A new business is new to Quickbooks as am I and it has entered transactions from inception into accounts that are largely defaults suggested by the software. I would like to revamp the chart of accounts to make it more suited to their business. This could involve changes to the account names, types, parent/subaccounts and implementing numeric codes. Is ths possible or are there fileds that cannot be amended. Also, can the business or an accountant delete unwanted codes or do they have to remain for audit log purposes? These may seem elentary questions but it does not seem sensible to test these things on live company data.

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Why is there no option to disable access to the dashboard for users?  If I'm a small business owner with some employees who might manage the customer invoicing and purchase ledger they will automatically be able to see the dashboard - with all my sales figures, expenditure and bank balances and profit! This is highly confidential information - QB WILL NOT consider raising this query with the developers.  Doesn't anyone else have a problem with their employees seeing their confidential business information?

can I download the journal entries entered?

               I'm trying to file my first Micro Entity accounts to Companies House. As you can see from the figures it's not worth employing an accountant for this and QB customer support are unwilling to help.All i need to know is which fields from QB map/translate to Companies House Micro-Entity account form. Thanks 

Hello Quickbooks Community,  I have a quick question. I am new to QuickBooks and new to my own creative business. When classifying my banking transactions, I am having trouble working out what tax options to select.  For instance, when placing my subscriptions into the subscription category, what tax do I select 0.0 Zero Rated 20.0 Standard Exempt from VATNo VAT These are the four options, but for things I am buying for the business, I have no idea which one is correct.  Thanks for your help! 

Can you send monthly statement

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