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adpservices-ltd
New Member

Hello, I have put all of my receipts in and entered all the details, but my accountant cannot seem to see the totals for the quarter, and on the app is is just saying 0

 
1 REPLY 1
Jessavell_A
QuickBooks Team

Hello, I have put all of my receipts in and entered all the details, but my accountant cannot seem to see the totals for the quarter, and on the app is is just saying 0

It's great to see you here in the Community forum for the first time, @adpservices-ltd. When the accountant is trying to view the totals, could you clarify where they are looking? Is it within a specific report, such as a Profit & Loss (P&L) statement or a summary report, or somewhere else in the account? Also, is the zero value appearing only on the accountant's side and within the app? Since you mentioned receipts, is this issue occurring with all the expense transactions?

 

If you see this in any of the reports, please ensure that the filters are set correctly. The report might be configured to show This Month instead of This Quarter, or there may be a misalignment with the fiscal year settings. Double-check the Report Period at the top of your dashboard or report to ensure it includes the exact start and end dates of the quarter you are examining.

 

If you're referring to something specific, feel free to reply below. I look forward to your response.

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