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We’d love to support you on your journey with reports.
If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.
Hopefully, you’ll help other QuickBooks users with the same questions out in the process!
Did you check out our Customise reports in QuickBooks Online help article?
We also have a lot of information available from our Reports web page!
Thank you for posting in the discussion about reports in QuickBooks Online, Cailem16!
To answer your question, the customer's statement in QuickBooks is designed to display a list of transactions within a specific period and does not provide a field to add bank details or any other additional information. Furthermore, unlike other customer transactions, the statement form is not customizable.
If you have any further inquiries regarding statements, kindly create a separate post to ensure that the ongoing conversation in this thread remains focused solely on reports. Take care and have a good one!
Hi, I have been trying to reconcile my account which has a connection to the bank account. The issue is that the bank statement shows 2 transactions which I have entered sales receipts for in Quickbooks, but I think there may have been a glitch between the connection on that day and the transactions have not come across to Quickbooks from the bank. Both the bank statement and QB have the transactions but I cant link them as the transfer from the bank to QB didnt occur. My reconciliation report is out be the amount of these two transactions. How do I fix this?
Hi there,
Is the bank balance shown in QuickBooks, correct? It's good to know you were able to manually record the missing bank transactions in QuickBooks Online.
Here are a few things we can check when doing bank reconciliation:
I recommend reviewing the remaining transactions to see if they should appear in the bank account you're reconciling. Check those entries from the Bank Register page and compare with your bank statement. This ensures that your reconciliation remains correct.
Here's how:
You can also check this link to learn more about: Reconcile an account in QuickBooks Online.
If the issue persists, I would recommend contacting our Customer Care Team. That way, they can help you check your transactions in QuickBooks Online.
Feel free to post again in the Community if you have other concerns. I'll be around to help you.
I have quickbooks online and I'm having difficulty printing off statements it prints however there are no figures on the sheet only my logo can you help please
I appreciate your efforts in informing us through this thread, Aquaflame.
I understand the difficulties you're having when printing those statements in QuickBooks Online. Allow me to assist you so you can get back to business.
But, before we proceed any further, have you tried printing other documents outside of QuickBooks Online? Have you also attempted printing other QuickBooks forms or reports? This will help us determine whether the problem is specific to QuickBooks or if it is related to your printer setup.
In the meantime, If you're having printing issues when using QuickBooks Online on a browser for Windows, I'll give some troubleshooting steps to resolve this. We'll start by changing the resolution for your print settings. Like this:
Once done, check if it prints the statement completely. If not, we can clear your browser's cache as the next solution. This will clear out any outdated or corrupted temporary internet files that have accumulated and are causing printing issues.
Otherwise, if you're using Safari on Mac OS X, here's an article that will help you resolve printing problems: Troubleshoot printing problems in Safari.
I've added the following resources as an additional reference in fixing other printing issues:
I'll keep an eye on this thread if you still have other concerns or any follow-up questions about printing. Take care!
I am trying to reconcile my Superannuation payable account as there is a variance. The variance is the salary sacrifice (SS) amount for each month this has been taken. The SS amount is auto-generated and set up as a recurring contribution.
I have found that this variance is in the Current liabilities account. How do I balance both to show zero variance? And also, is there any way for SS to be an entry into the Superannuation payable account?
Hi apk19,
Thank you for posting in the Community!
Please note that after you've finalised your pay run, payroll journal will be exported to QuickBooks Online and amounts will be allocated to the accounts you've assigned for payroll.
If you want your salary sacrifice super be posted to Superannuation Payable account, you can set this up by following these steps.
Just a heads up, any changes you've made in the Chart of Accounts will only affect on your next finalised pay runs.
For more detailed information, you can check this article: Set up and configure payroll chart of accounts.
Let me know if you have any other questions, I'll be around to help.
Our Quickbooks Online is linked to our banks, including a Compeer line of credit. QBO insists the Compeer LOC is a bank account, so when we enter a check, it debits the LOC (bank) account and credits the expense we are paying. This causes the Liabilities on the balance sheet to have a negative balance. Is there a step we are missing when we enter the checks written?
Is there a way for transactions that pay expenses from a line of credit to be entered from the liabilities section? Quickbooks Online (linked to our banks) insists that the Line of Credit is a bank account, not a liability account, so the result is a balance sheet with a negative balance in Liabilities.
Hello bec47,
Thanks for joining the thread. Did you manually create a cheque or expense transaction in QuickBooks Online? If so, you'll have to make sure under the Category details you allocate the amount to a liability account. Then, match the expense to the downloaded payment in the Bank Transactions tab.
You can also refer to these links to learn more about entering expense and cheques and matching bank feeds in QBO:
If you require more assistance with your QuickBooks Online reports, I would recommend contacting our Customer Care Team. That way, they can check your transactions and reports in a secure way.
Drop by again in the Community if you need more help. I'll be around to help you.
I have just completed the EOFY finalisation process & clicked lodge with ATO. Once completed where do I find this on my payroll?
Hi there,
Thanks for posting in the Community!
After submitting the finalisation event in QuickBooks Online Payroll, we can view the submission by going to the Single Touch Payroll report. here's how:
Feel free to comment below if you have other concerns with QuickBooks Online.
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