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John Wildgoose
Level 3

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

So this is such a basic report I am sure I am missing something, although incredulously, a QB tech help person told me this report doesn't exist! No! can't be!!

 

My first VAT quarter submit to my accountant after going from QBDT. I had this report set up on desktop fine, but cannot find it on QBO.

 

I want to send him (he's not a QB accountant) the VAT DETAIL REPORT, but WITH my expense CATEGORY column added.  I've torn every hair out trying to find this report, or customising any other report but I can't get it!  My accountant needs to know what category of expense the spend was on, and I DO NOT want to have to add the column in his quarterly XLS spreadsheet and manually input each category of expense for him.

 

Surely this report must exist, right?  Or am I going to wake up and later tell someone I had this terrible nightmare where I dreamt QB had failed to produce this fundamental report and I woke up in a cold sweat, terrified...

Thanks

John
Photographer, small business, not an accountant, new to QBO, but an old hand with Desktop QB

9 Comments 9
AlcaeusF
Moderator

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

Hi John Wildgoose,

 

I appreciate you for providing detailed information here in the Community. Allow me to help provide additional information about the VAT Detail report in QuickBooks Online.

 

The ability to add the Expense column is currently available in the Desktop version of QuickBooks. Right now, it's not yet in the list of available options from the VAT Detail report.

 

We're currently taking note of the concerns and requests from users regarding the reporting needs. Please know our product engineers are continually working for product improvements and releasing updates from time to time.

 

I also recommend sending feedback as well directly to our engineers by following these steps:

 

  1. Click the Gear icon.
  2. Click Feedback.
  3. Enter feedback.
  4. Click Next.

I'm also adding the direct link into our QuickBooks Blog website where you'll see the latest news and updates about QuickBooks:

 

https://quickbooks.intuit.com/blog/.

 

Please know I'm always available here anytime you have questions regarding the reports available. Wishing you all the best.

John Wildgoose
Level 3

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

So, help me understand this. A feature that exists in the old software you are trying to ween customers AWAY from in order to generate monthly subscriptions with QBO, does NOT exist in the newer, shinier more expensive version?

 

I might be able to tolerate this if this was some freak report I was trying to generate, but really? This is a fundamental, 'for dummies' Expense/Sales report.  Why are you making it so difficult for us?

 

Yours, seriously unimpressed
John

 

 

TaliaI
QuickBooks Team

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

Hello John,

 

We apologise that you are not happy with this report not being available on QBO. The workaround at the moment is, as you have mentioned, exporting both the VAT detail report and an expense transaction report, then merging the two together manually to show the category. Please also use the feedback option provided above, if you have not done so already.

 

Thanks,

 

Talia

John Wildgoose
Level 3

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

Instead of a time consuming 'workaround' (i.e. me compensating for QBO's lack), I'd prefer to have heard:

'Hey John

Great news, our software people had a look at your problem and they came up with a fix for you, we now have a report that does this simple report without you needing to do any out-of-software work.'

Or at least:

'We have people working on a fix for this right now'

My user experience is suffering here, massively.  How much is my subscription going to be?

J

John Wildgoose
Level 3

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

And this expense report merge fix doesn't work, FYI. 

It has too much other account information I've not been able to deselect so I only have a list of the expense transactions, in date order, mimicking the VAT DETAIL REPORT closely enough for a cut and paste.

So I had to manually write in each Category title into the exported xls doc. 

Not ideal...

Anonymous
Not applicable

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

I appreciate you sharing your thoughts, @John Wildgoose.

 

I understand how important it is to have the Vat Detail report with the expense category for your business. Letting us know what works best for you will show our developers what they need to consider in future product updates. 

 

That said, I'm taking note of this and pass it along in my end.

 

In the meantime, I recommend visiting our QuickBooks Online Blog to know more about our latest happenings. From there, you'll get the recent news, features, and updates about QBO and what our Product Team is working on.

 

Please know that I'll also be here to help if you have additional questions. Have a good one.

John Wildgoose
Level 3

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

a month has elapsed, can I safely assume this feature is now available?

Alessandra_B
QuickBooks Team

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

Hey @John Wildgoose,

 

Currently, the feature to add the expense category on your VAT Detail report is still unavailable. Let me provide some details about this.

 

There isn't an exact time when this feature would be available in QuickBooks. But our engineers are working hard to make the product better.

 

The workaround provided by my colleagues above is still the best way to get the information you need in one report.

 

Don't worry, I'll personally let our engineers know of your suggestion. I know this would be a great feature for our users.

 

Don't hesitate to let me know if you have any other concerns.

John Wildgoose
Level 3

Sales and Expenses REPORT(?) for accountant for VAT checks before filing (Face slap time)

thanks, but to be frank, it's not a 'great' feature, it's a fundamental necessity.

 

Please let me know the time line. Hopefully by the end of this VAT quarter

 

J

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