Viewing and filtering transactions

whaywood1 · ‎November 07, 2024

Hello,

I am relatively new to quickbooks to am still learning. I am based in Austria and require a tax accountant to file my VAT returns. The accountant has access to my QBO, but is having issues including how to find and sort certain transactions. Our company purchases a number of items from other EU countries, which are subject to the 0% reverse charge mechanism, and the accountant would like all of these clearly labelled for her to identify.

My question is therefore in general, what is the best way to both view, and filter transactions in a period (in this case quarterly). Is there a best practice?

Thanks a lot

DrandCr

@whaywood1 Hope you're doing well.

Regarding your query on the viewing and filtering the transaction for a period for tax purpose.

Your accountant can use the report "Transaction list by date" ( snippet given below) which provide list of all transaction within the date range provided by you.

Apart from adjusting the date range , the report allows to customise the customise the columns to be shown on report ( You might need the vendor name, tax code, taxable amount, ship via details to work on the VAT return).

Hope this helps , Do let me know if you have any questions to me.

Pai

Bookkeeper.

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