Using Custom Reports | Post Your Question

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

 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.

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??

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. 

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

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. 

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

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. 

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.

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

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

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:

1. Go to Transactions and then select Bank transactions.
2. Select the tile for the bank or credit card account from which you downloaded the bill payments.
3. Click the Categorised tab.
4. Find the bill payments and review the categories.
5. Place a checkmark beside the transactions that are incorrectly categorised.
6. 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:

• Set up bank rules to categorise transactions
• Reconcile an account in QuickBooks Online

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.