Reports and Accounting

Is there a way of customising the 'Open Purchase Order List' report to also show Closed purchase orders as well? This report has all the right fields but I can't see how to customise it to show all the purchases previously raised within a set timeframe. Your help would be appreciated.

I can’t work out why the rent is not included in the allowable expense category (see image). It shows as an expense in the transactions though. Don’t have this problem in previous tax years, or year 24-25, so set up is the same as far as know. Any advice on this would be really appreciated. Thank you 🙏  

We have multi-currency options and the current customer statement has our GBP bank details which is confusing when the invoices contain currency bank account details.  I would like to amend this information but I can't find where to do this.  Can anyone help?  

When I export a milage log, say for a month, there are only two columns, total milage of each trip and deductions. Can I add a TOTAL of these columns and can I add more information, say before the deduction. How would i do this? 

the report should be able to have a field for a selected date, and show Customer, payment method, Reference no. and Deposit to ... ? 

The issue was first noticed last week and reported on Friday. When exporting a report to Excel there is no data contained within the report. Having spoken to support just now as the fault remains, I am advised there is no known repair date which is a huge concern. This is now business critical.

Hi, I hope you’re well.i was wondering if someone could help me access last years figures from an expired account?Thanks

I would like the physical stock worksheet to only show products that have a non zero amount.  The worksheet is cluttered with many out of date products.

Does anyone know why it's sometimes (like right now) seemingly impossible to log in to QBO. Having finally  got to - and through - the password screens and selected the company, I just get the endless spinning green dots. I have hardly any other apps open on my PC, have restarted, have good internet connection. But there are some times when QBO just won't load. Then, next day, all is fine. It's so frustrating. Any ideas?Using Chrome on Windows 11 with no pending updates.

Is there a way to pull a report that shows Bundle SKU, Quantity Sold, Dollar Amount Sold?  I was able to pull the Sales by Product/Detail report but it is missing the sales amount.  I feel like I'm missing something simple.

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i have duplicate accounts im being charged for i need them deleting but chat keeps cutting me off

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When i put  my filter for the whole year it shows the profit of 2 months on my balance sheet . Why is it so?

When creating a PO, why does the 'Service/Product" field not show on the Purchase Order Quickbooks generates as a PDF to send the the supplier, why is this? Am I not using a correct setting for this to appear?  The description, costs and quantity all appear fine, but not the product code?Many thanks-Paul

Hi When I print reports directly from custom reports I am unable to and get the message This XML file does not appear to have any style information associated with it. The document tree is shown below.When the reports are run and printed manually -one at a time the report runs.I have cleared the cache on the browser Any ideas? Thanks 

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How to delete an unused - unwanted account from the records/QB online?  Chart of Accounts

I am having a lot of trouble reconciling customer and supplier account balances in Quickbooks with other systems that some of my clients use. As a for instance, one of my clients runs a nursery and issues invoices to parents every month. However, parents rarely pay the invoiced amount and will often pay whatever they can afford - in some instances, they will even over-pay at certain times of the year to build up credit they can use at other times of the year (so I have deferred income). The Quickbooks method of showing invoices and payments in a customer account is not very helpful in a situation like this because it is forcing my client to try and create matches between payments and invoices when really they don't exist - reconciling accounts then becomes an absolute nightmare because you cant actually see the payments received on the account screen (what you see is the matches created). Surely it would be easier if there was an option to essentially treat an account as a box in such

I am self employed, and at the moment I am building a bespoke kitchen for a client. When I invoice her, I am also included the costs for the raw materials. I want her to reimburse me for these costs, but also ensure that they are not contributing to my overall income (and skewing my self assessment tax liabilities). Please can someone give me the steps to make sure these are being recorded correctly within Quickbooks Online?

Can you add an opening balance from an income code to s project?

The balance in each of these unused accounts has been transferred so there is no funds in any of them.

I've recently signed up to Quickbooks and I've connected my eBay account to my Quickbooks. However, with this being said, I'm unsure of what I need to be checking off in the drop down work flow lists. What I would like to do is track all of my eBay fees, from listing an item, the sale of an item and then the final sale fees plus postage. I'm unsure as to whether this is at all possible but I'm assuming it is. Would anyone be able to assist me with this matter please.