Reports

How can you generate a supplier balance year end report (like Dec 2020), to show bill amounts which were paid in the following year?

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Credit card register

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How to add bank details in statement

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When we schedule a report extraction through email, is it possible to get report attachements in xlsx format and not xls ?

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If I create a refund receipt to refund a payment, QB does not seem to offset this against the payment. The payment still appears a credit on the AR report. How to fix?

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How can I report on all Payment Records that do not have an Online Banking Match?

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How to Generate Debtors

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Under the menu "Cash flow", the cash flow planner is missing. Where can I find this?

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I am entering a journal entry and for some reason I am getting a duplicate entry

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Hello, I am trying to create reports for my auditor. The purchase register report is showing up empty.

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Unanswered Topics

Reports - Profit and loss by customer, apparently you can add percentages - unfortunately mine does not show columns rows in customise? can anyone help please.

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What general ledger account is used by Personal Use of Company Car?

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What general ledger account is used by Personal Use of Company Car?

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I have a stock product that is refusing to make inactive saying tax classification feature is not supported. P[lease help?

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I deleted cleared entry. . I recreated the entry (it was a journal entry) but can't change the Cleared column to "R" in Ledger view. Any suggestions ?

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I need proof of income. I want to download a statement or something with my name on it.

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How do i submit my first quarter

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Does Quickbooks Solopreneur allow for journal entries?

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When I create a pledge, I am able to assign it to a class. When I add a discount to that pledge, how can I assign a class to it so it appears on reports?

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I have two 7/14/25 reconciliations, I need one of them gone. In the COA it is just showing 1 rec, but in the statement ending date section on the

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Hello, trying to find how to get to the report titled: "Received Payments for all customers"?

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I charged a credit card. Wrong action. I reversed it. Does it show on their statement?

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i am a hairdresser and use a lot of supplies e.g. colour, shampoos etc... what category do i put this under - do i use the office supplies and equipment?

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You should not have to involve an account if you make an error on a reconcilled report that is silly

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what category do I use when transferring funds from my business account to my personal account?

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How do I contact a representative that speaks English as a first language? It seems as though the communication barrier is too much to overcome in matters so important.

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My Profit and Los reports do not give me the option to filter by customizing by customer name anymore. Is this a glitch or something that QuickBooks has changed?

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How to include inactive accounts in the Trial Balance report in Spreadsheet Sync?

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How do I categorize groceries for personal consumption

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Can QuickBooks add the options in Checks to let you reverse the lost/uncleared checks, in the current month, instead of making Journal entries, or deposits!

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How do I run a profit and loss report that shows each month in a separate column

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What report should I use to get information for Oregon SAIF reports

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Inactive classes no longer show in reporting making it difficult to pull reports from past years and display date by Class. Are other folks experiencing this change?

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Can I run a report that filters or groups by a custom field value? I use a custom field to track spending by employee, and need to report annual total by employee.