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LisaNullar
Community Leader

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

Our live #AskMeAnything session has now concluded.  Thank you to those who attended and keep an eye out for our next session coming soon.  

 

2021 Reports Year End AMA.png

 

 

8 Comments 8
Siti Razali
Level 1

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

Hello,

 

How can I see the PnL, EBIT and ROCE reports in QBO?

LMD2019
Level 2

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

Hi, can you walk me through printing a vendor report? I need to be able to see contractors that should get 1099s but also vendors that provided materials, etc. 

mateotejeda
Intuit

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

Hello @Siti Razali !

 

To generate a Profit & Loss Report: Go to Reports tab on the left hand side, you will see an option to search reports, select which P&L you are looking for.

 

As far as the ROCE & EBIT report goes, we do not have specific reports. However here is some articles with more information:

Roce:  https://quickbooks.intuit.com/r/growing-complex-businesses/profitability-ratios/

EBIT: https://quickbooks.intuit.com/r/growing-complex-businesses/ebit-what-it-is-and-how-to-calculate-it/

How to EBIT: https://quickbooks.intuit.com/learn-support/en-us/other-questions/can-one-calculate-ebitda-in-quickb...

mateotejeda
Intuit

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

Hello @LMD2019

 

Transaction list by vendor is probably my favorite report when it comes down to totals. This report shows you every vendor you worked with for the year and breaks down all of their totals, not just 1099 Contractors. Let me know if this works for you! 

LisaNullar
Community Leader

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

We had a question come in from one of our Social channels:

 

Bea asks "I need to know how to run a report that groups payments by the payment method"

mateotejeda
Intuit

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

@LisaNullar For Bea's question this would involve us customizing a report

 

1. Click on Reports from the left hand panel
2. In the search field, type Transaction List by Customer to generate this report
3. Click on Customize at the top right
4. Under the Filter section, click on it to reveal additional options.
5. Select Transaction Type option and on the dropdown select Payments 

6. Also select Payment Method option (you can also select specific payment methods if needed)

smartkitcheninsights
Level 1

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

Hi I am having problems with getting my account to report correctly. It seems some of my customers are duplicating and when I pull a Company report my vendors associated with projects with customers are not typing together. I do not know if being linked to my checking account is causing these issues. I have been able to reconcile my back account without issue. I am not sure if I should get one on one help or if this is the place to get help. I have done 3 online training sessions. but I still have issues. 

mateotejeda
Intuit

AMA: Ask our QuickBooks Experts Questions About Running and Customizing Reports!

@smartkitcheninsights 

 

Hope you are doing well! 

 

The bank account being connected should not trigger duplicate customers. 

What report is showing your customers duplicated? 

When you run the Project Probability report within the project is it also causing these issues?

 

can you share a screenshot with me so I can see what your report looks like? 

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