Jen_D
Moderator

Banking

Thanks for reaching out back to us, @JR88.

 

Each report in the program follows the sources and targets concept to generate data. This means that the Profit and Loss, for example, sources data from individual transaction details created in the program.

 

If you need a detailed reporting for your VAT returns, you can export the report outside the program . Then, you can manually update the figures to match the actual data you need to submit to the agency.

 

There are also other reporting types in the program where you can view all your income and expenses. Just browse through the Reports page to find the report you need.

 

If you need help with getting the accurate data, you may contact our support people to assist you. To get a hold of a representative, follow these steps:

 

  1. Go to the (?) Help menu to open the QB Assistant box.
  2. On the page, enter Contact Support.
  3. Pick Live Chat to connect with our live representative.
  4. Once done, click the Live Chat link provided in the pop-up box.
  5. On the next page, enter "QuickBooks not recognizing bank accounts" then Let's Talk.
  6. Lastly, select Start a chat.

 

If you need additional assistance with this importing concern, let me know in the comment below. I'm always here if you need further help. Have a good one!