Level 3

Question

Using Custom Reports | Post Your Question

Forum|Forum|2 years ago
August 30, 2023
10 replies
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If you need further help with using custom reports in quickbooks online, please post your question below and one of our expert team will be able to help you.

A

AndrewDelicario

I regularly export our product list to Excel. I can now no longer do so - the system goes to 504 Gateway Time-out

A

Ashleigh1

Level 14

Hello AndrewDelicario, thanks for posting on the Community post, can you please try clearing the cache and cookies on the browser, to all time, close the browser down, reload it and try again. If you still cannot connect past the error please try using an in an incognito/private browsing window to see if you still get this error or an alternative web browser to your standard choice.

H

Happybrasilia

Help! I have just logged in to complete my accounts and all of my entries for the last financial year have vanished, it's completely blank! I have not detleted anything, why have they just disappeared??

A

Ashleigh1

Level 14

Hello Happybrasilia, thanks for posting on this thread, having had a look in the system, we can see that your 1st direct bank account was deleted and a new connection has been done, therefore this will be why you are missing transactions now. We have requested our higher team to retrieve these transactions for you, which has been done now, so if you can log out and log back in they should all be now showing in your account for you.

A

alison b

Can I have a report showing just Total Income and Total Net Income by month, ie dont want to show any expenses lines

A

Ashleigh1

Level 14

Hello Alison B thanks for posting on this thread, there is no specific report that will show you this, it is a case of for example going into the profit and loss report, clicking on customise and filtering it down to what you want to see.

R

rs62

I uploaded the data of January and reconciled it. But I cannot upload the information of February. How can I solve it?

JenoP

QuickBooks Team

Hi rs62, I'm glad you reached out for help uploading your February data into QuickBooks Online. It's important we get this resolved so you can have your latest information in QBO.

Can you share a little more detail on exactly what type of data you are trying to import? For example, transactions, payroll, estimates, etc.

Also, when you attempt the upload, are you receiving any specific error messages that we can use to troubleshoot?

Providing those additional details will allow me to give you the most targeted troubleshooting suggestions, rs62. Please respond back with the details on the data type and any error messages you're seeing. I will keep an eye on this thread and follow up as soon as I have that info.

L

Liz Robson

I've created a custom report to show expenditure transactions per customer. Can I add a total to the report? I can't see anythere to do this so currently having to export to excel and use the sum function.

P

payment after leaving

Level 10

Hi Liz Robson Thanks for reaching out to us here o the Community. What was the original report called that you customised?

C

cwh01-hotmail-co

I want to know how I can check whether bill payments have been categorised correctly

and

if not how to amend the category for payment

C

CharleneMaeF

QuickBooks Team

Hi there, cwh01-hotmail-co. I'm here to ensure your bill payments are categorised correctly.

Beforehand, I'd like to know if these bill payments are downloaded from your bank or credit card account and categorised in QuickBooks Online. This way, I can share the accurate steps to sort this out.

If so, let's go to the Categorised tab to view the bill payments. Then, you can review the Category column to see if the transactions are categorised correctly. I'll share the detailed steps below:

Go to Transactions and then select Bank transactions.
Select the tile for the bank or credit card account from which you downloaded the bill payments.
Click the Categorised tab.
Find the bill payments and review the categories.
Place a checkmark beside the transactions that are incorrectly categorised.
Hit Undo under the Action column.

For more details about making changes after reviewing your bank transactions, please see this resource: Unmatch downloaded bank transactions or move them to another account.

Once done, the downloaded transactions will return to the For Review tab. Follow the steps in this article to add the correct categories: Categorise online bank transactions in QuickBooks Online.

Additionally, I've added these resources to help you speed up the review process by automatically categorising your transactions for you and ensuring they match your bank and credit card statements:

I'll be right here to help if you need further assistance categorising your bank transactions in QuickBooks Online. Please don't hesitate to keep us posted on this thread or start a new one.

A

AlisonL68

When trying to create an invoice I find it puts in letters in my address that I do not want, and despite talking to someone from QB have not been able to resolve it, they said it was the system pulling the words out from County... and couldn't be resolved.

I cannot get rid of the 'Convenience fee' despite again asking QB for help, the best they can do is raise it as a concern, but I was told the more people that raise it the quicker it will be resolved! That gives me no confidence that I will be able to send my end of month invoices tomorrow!
It also calls it VAT Agency Registration No at the top on my invoice, I can resolve this by not choosing google as my browser, if I use microsoft it changes to VAT Reg No..... It's ridiculous.

Silly glitches that have not been resolved through two phone calls. If I were to use Sage this would not be an issue, choosing QB because it is cheaper and easier is likely not the best option if you can't even get the simple stuff right!

A

AlisonL68

When trying to create an invoice I find it puts in letters in my address that I do not want, and despite talking to someone from QB have not been able to resolve it, they said it was the system pulling the words out from County... and couldn't be resolved.

I cannot get rid of the 'Convenience fee' despite again asking QB for help, the best they can do is raise it as a concern, but I was told the more people that raise it the quicker it will be resolved! That gives me no confidence that I will be able to send my end of month invoices tomorrow!
It also calls it VAT Agency Registration No at the top on my invoice, I can resolve this by not choosing google as my browser, if I use microsoft it changes to VAT Reg No..... It's ridiculous.

Silly glitches that have not been resolved through two phone calls. If I were to use Sage this would not be an issue, choosing QB because it is cheaper and easier is likely not the best option if you can't even get the simple stuff right!

S

Shania_C

QuickBooks Team

Hi there, @AlisonL68.

I recognize your sentiments and appreciate you sharing these concerns with us. I'm here to help you address the issues you're experiencing with the address, convenience fee, and VAT Agency Registration Number on your QuickBooks Online invoices. Let’s work through these together.

QuickBooks Online utilizes predefined address data tailored for the United Kingdom, and the format signifies its United Kingdom origin. I recommend verifying your company address record to the customer-facing address and adding the correct country abbreviation which can be done on the Account and Settings page. Here’s how to do it:

Click on the Gear icon and select Account and Settings.
Navigate to the Company tab.
Access the Address section.
In the Street or City box, enter UK or United Kingdom.
Click Save and then hit Done to finalize the changes.

Additionally, to address the issue of the convenience fee, I recommend reaching out to our Live Support Team. They are experts in managing similar concerns and are well-prepared to offer the necessary resolution. They are here to provide you with the best assistance possible. Here's how:

Log in to your QuickBooks Online company account.
Click on the (?) Help icon.
Choose the Assistant tab to receive help from the QB Assistant, or click on the Search tab to enter your question and browse Help articles.

For more information, you can also refer to this article. Scroll down to the bottom of the page where you'll find their phone number, support schedule, and operating hours, allowing you to reach out at a time that suits you best: Get help with QuickBooks products and services.

Lastly, regarding changing the VAT Agency Registration No to the VAT Reg Number on the invoice, we can try some basic troubleshooting steps. Clear your browser’s cache and cookies, or try accessing QuickBooks from a different browser to check if the issue remains. Your current browser may be experiencing a temporary issue with QuickBooks. This action will refresh the system and eliminate old data that might be causing viewing and performance problems.

For future use, here are some articles you can check to help you manage your invoices in QuickBooks Online:

We genuinely appreciate your patience as we work diligently to resolve this issue. Feel free to reach out if you have any other questions or need assistance managing your invoices or any QuickBooks-related concerns. I'm here to help!

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