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Level 1

Can we do customization as my business flow is different from the way it is showing the process ?

 
4 Comments
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QuickBooks Team

Can we do customization as my business flow is different from the way it is showing the process ?

Hi there, @shamim-anisa

 

Thanks for visiting the Community. I'm determined to help you achieve your goals today. Can you please tell me what specific data you want to customize? 

 

Any additional information you can share will help me provide you the right steps. Meanwhile, here are our help articles about different customization tasks in QuickBooks Online: 

 

 

Get back anytime, @shamim-anisa. I'll be looking forward to hearing more from you. 

 

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Level 1

Can we do customization as my business flow is different from the way it is showing the process ?

Hey there, the case scenario that i need is that we first generate sales quotation entry and when the quotation is approved we order sales delivery. once the delivery is dispatch with receipt when generate an sales order invoice against it.  Against invoice a customer payment is made then that is sent for bank reconciliation. I need to view the drill down profit and loss statement report and trail balance to analyze my stats . Plus i have case of branches in customer as well as vendor means a customer can have many branches and for vendors vice versa so i can order invoice against customer or vendor for specific branch. So if want to filter by that specific branch customer or vendor can i do that ?. And Since we are in UAE we have tax i.e VAT included and excluded for items can we do that. and one more things we have warehouses for items i.e can we do inventory adjustment against warehouse so that when we create sales invoice  against specific warehouse.

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Level 11

Can we do customization as my business flow is different from the way it is showing the process ?

@shamim-anisa 

QB Online does not support multiwarehouse. Consider using an inventory management app and integrate it with your QBO. Then you may consider adjusting your business process later.

 

Just my 2 cents

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Moderator

Can we do customization as my business flow is different from the way it is showing the process ?

Thanks for coming back and adding clarifications to your concern, shamim-anisa.

 

Let's get this sorted out and discuss what options are available when customizing financial reports in QuickBooks Online (QBO).

 

Regarding your concern about filtering by specific branch customer or vendor, if you use class or location tracking, you can customize the report by class.

 

To give you an example, you can run the Profit and Loss Detail report and add the Class as your column.

 

Here's how:

 

  1. Go to Reports and enter Profit and Loss Detail report.
  2. Click the Customize button.
  3. Under Rows/Columns, check the box for Class and other columns you want to show in the report.
    123.PNG
  4. Click Run report.

I've got these articles to learn more about managing reports in QuickBooks Online (QBO):

On the other note, VAT options are available to international versions of QuickBooks. US version uses sales tax instead. 

 

For inventory adjustments, I've got a helpful guide on how to create inventory adjustments in QBO: Adjust inventory quantity on hand in QuickBooks Online (QBO).

 

If there's anything else that I can help you with, please let me know in the comment section below. I'm always around to help.

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