Category: Reports
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How do I get a report (or print a report) containing just my Bank Register in new QuickBooks Online?
Since you cannot print directly from the Bank Register, you will need to use the built-in ACCOUNT QUICK REPORT from the Chart of Accounts. You will get the same information as you would see on the Bank Register. From the home page screen Select the Company Gear (upper right corner) Select Chart of Accounts under Settings heading Highlight…
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How to customize an expenses by vendor detail report in new QuickBooks Online?
Run built-in standard Profit and Loss Detail Report and customize it get expenses by vendor. To Profit and Loss Detail Report: From the home page screen Select blue navigation bar on the left Select “Reports” Select Go to report (small magnifying gals icon) and type “Profit and Loss Detail” Select Profit and Loss Detail from…
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What to do when beginning balance is way off since last bank reconciliation?
There is no simple and easy answer. There may be couple of reasons why the beginning balance could change. 1) Edited or changed transaction amount after reconciliation 2) Deleted transaction amount after reconciliation 3) Changed the “R” status manually from the bank register In other words, prior months financials were restated after the bank reconciliation.…
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How to show the profit and loss reports for the past 3 or more years?
It is very easy to run historical financial data in new QuickBooks. From the home page screen Go to the blue navigation bar on the left Select Reports Go to report (magnifying glass) and type Profit and Loss Select “Profit and Loss” from the drop down selection Select “Customize” button Go to “Transaction Date” change…
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How to run a cost of sales (COS) report in new QuickBooks Online?
There is no standard “COS” report you can run in new QuickBooks. But, you can customize standard P&L report and get the same results. To customize P&L and get COS (referred to Costs of Good Sold in QBO): From the home page screen Go to the blue navigation bar on the left Select Reports Go to report…
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Is there a way to generate a timesheet / report that I can send to my customer?
You run “TIME ACTIVITIES BY CUSTOMER DETAIL” report for what you need for your customer. There is no way to print Weekly Timesheet in new QuickBooks. To print (or email) TIME ACTIVITIES BY CUSTOMER DETAIL report From the home page screen Go the blue navigation bar on the left Select Reports Go to report (magnifying glass) and…
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For the purpose of auditing I need to export my entire list of fiscal year expenditures from QB online. What specific report will I run?
For this task, you will need to run the “Profit and Loss Detail and customize the report. GO to blue navigation bar (located on the left) •Select Reports •Go to report and type Profit & Loss Detail (see attached screenshot below for reference) •Select “Profit & Loss Detail” from the drop-down selector •Run Profit &…
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Can I make a copy of a budget in new QuickBooks Online?
You can “copy from an existing budget” to create new budget. From the company gear (upper right hand corner) > Tools > Budgeting > select “New Budget” blue button (top right) It will take to mini-interview screens. Page 2 of 4 mini-screen page will give you selection to choose “copy from and existing budget” drop-down…
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In QB Online Plus can you run a trial balance by class?
Currently, there is no standard built-in Trial Balance by Class Report in QuickBooks Online. There is no way to customize from existing Trial Balance report. You can run the Balance Sheet by Class (less Net Income line) and Profit and Loss by Class. Export it to Excel and merge it together. That combined adjusted numbers…
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How do I change the accounting method for my company in new QuickBooks Online?
Accounting methods Cash basis and accrual basis are accounting methods that determine when and how you report income and expenses for tax purposes. The IRS wants you to use the same method each year when reporting income or loss. You should talk to your accountant about which is most appropriate for your business. What is…
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How to create a profit and loss report for selective accounts from our chart of accounts. Can this be done in new QuickBooks Online?
Let’s say in this example, you want to run profit and loss report for only two specific accounts from the chart of accounts: Sales of Product Income and Costs of Goods Yes, you can pull P&L report for those two accounts only in QuickBooks Online. Here’s how to start from the home page screen: Click…
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I don’t see any data when I run sales tax report. I list non taxable and taxable sales when I deposit sales
In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This stand-alone report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to work-around. To do this, you…