Reports

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Reports: We use the Store field to track sales. Early in our use of QBO a sale from a store was recorded as an added item on a deposit form. The store was not included. How can I find that item so I can add the correct store in the QBO directly. I’ve found a method that would require me to delete the original deposit item and replace it with a new transaction. I’d rather not have to make that kind of change for a simple change in description.

Yes, you’re correct. When you change the store on the split transaction, it’s applied to all items associated with that deposit. You can run and customize the following reports for Store tracking:

  • Profit and Loss by Store
  • Purchases by Store Detail
  • Sales by Store Detail
  • […]

Resolution for 'Reports issue: 'We use the Store field to track sales. Early in our use of QBO a sale from a store was recorded as an added item on a deposit form. The store was not included. How can I find that item so I can add the correct store in the QBO directly. I’ve found a method that would require me to delete the original deposit item and replace it with a new transaction. I’d rather not have to make that kind of change for a simple change in description.' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'We use the Store field to track sales. Early in our use of QBO a sale from a store was recorded as an added item on a deposit form. The store was not included. How can I find that item so I can add the correct store in the QBO directly. I’ve found a method that would require me to delete the original deposit item and replace it with a new transaction. I’d rather not have to make that kind of change for a simple change in description.', click the link below:

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Reports: I cannot figure out why the “Inventory Asset-1” on the Balance Sheet report does not match the “Inventory Valuation Summary”. I’ve tried to find where the inventory that was adjusted to 0 may still show amounts (items entered duplicated in error or that were sold before entering the inventory) but have not found any. What am I missing?

You came to the right place for help with QuickBooks. Let’s get your Inventory Valuation Summary and Balance Sheet Details report matched.

 

The discrepancy between your reports usually happens if the Inventory Asset account doesn’t have inventory items. To fix this, you can follow the steps below:

 

  1. Click Reports in the left panel.
  2. […]

Resolution for 'Reports issue: 'I cannot figure out why the “Inventory Asset-1” on the Balance Sheet report does not match the “Inventory Valuation Summary”. I’ve tried to find where the inventory that was adjusted to 0 may still show amounts (items entered duplicated in error or that were sold before entering the inventory) but have not found any. What am I missing?' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'I cannot figure out why the “Inventory Asset-1” on the Balance Sheet report does not match the “Inventory Valuation Summary”. I’ve tried to find where the inventory that was adjusted to 0 may still show amounts (items entered duplicated in error or that were sold before entering the inventory) but have not found any. What am I missing?', click the link below:

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Reports: Erroneously Deleted Deposit Detail

Yes. there’s a way for you to re-create the deposit details so you can delete and re-create your sales receipt, LZAlice.

 

When you accidentally delete the deposit in the register, all the payment transactions linked from it will show back in the Make Deposit page. You can […]

Resolution for 'Reports issue: 'Erroneously Deleted Deposit Detail' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'Erroneously Deleted Deposit Detail', click the link below:

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Reports: How do you keep “fit the report to one page” printing options checked so this option continues through to send report by PDF to email on single page?

Go to File menu > Printer Setup. Select Reports. Select the defaults here, such as Fit to 1 page wide. This is your Default. This will affect canned reports, but not your own Memorized reports.

For memorized reports, you control both 1 Wide and 1 High, and you Memorize the report, […]

Resolution for 'Reports issue: 'How do you keep “fit the report to one page” printing options checked so this option continues through to send report by PDF to email on single page?' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'How do you keep “fit the report to one page” printing options checked so this option continues through to send report by PDF to email on single page?', click the link below:

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Reports: Trying to generate a report that would list all the products I have purchased for a specific customer but I don’t know how to do it.

Right now, there isn’t a report that lets you filter a list of product purchased for a specific customer in QuickBooks Online.

 

As a workaround, you can run the Purchases by Product/Service Detail report that shows the information you need. Then, export them to Excel.

Here’s how:

  1. From the left menu, select Reports.
  2. In the […]

Resolution for 'Reports issue: 'Trying to generate a report that would list all the products I have purchased for a specific customer but I don’t know how to do it.' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'Trying to generate a report that would list all the products I have purchased for a specific customer but I don’t know how to do it.', click the link below:

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Reports: Why do we have three lists, Customer contact, Class, and Location, what is each one for?

Let me share with you the functionality of the customer contact, class, and location.

 

The Customer Contact list shows all information entered on the customer’s profile page. While the Class list displays the classes you’ve used when you categorize your accounting transactions. And the Location list displays the transactions you’ve categorized for different […]

Resolution for 'Reports issue: 'Why do we have three lists, Customer contact, Class, and Location, what is each one for?' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'Why do we have three lists, Customer contact, Class, and Location, what is each one for?', click the link below:

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Reports: Is there a way to run the Job Estimates vs Actual Report to include Service Items?

I can help run your desired report in QuickBooks Desktop.

 

In QuickBooks, you can customize your Estimates vs Actual Report to show Service Items. I’d be glad to show you the steps below:

  1. Go to Reports.
  2. Click Jobs, Time & Mileage.
  3. Choose Job Estimates vs. Actual Summary.
  4. Click Customize Report.
  5. From the […]

Resolution for 'Reports issue: 'Is there a way to run the Job Estimates vs Actual Report to include Service Items?' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'Is there a way to run the Job Estimates vs Actual Report to include Service Items?', click the link below:

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Reports: How do I print a client address and our return address on a plain envelope or label?

We’re unable to print the addresses on a plain paper in QuickBooks Online. But I’d like to share a workaround that has worked for me and to other user’s as well.

 

Here’s how:

 

  1. On the left panel, […]

Resolution for 'Reports issue: 'How do I print a client address and our return address on a plain envelope or label?' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'How do I print a client address and our return address on a plain envelope or label?', click the link below:

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Reports: need to take the reports

You can generate the reports by following these steps below:

  1. Click Reports on the left pane.
  2. Select the report you want to see.

You can also customize the reports according to the advanced options available.

Check this article for more information: https://community.intuit.com/articles/1775682.

Resolution for 'Reports issue: 'need to take the reports' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'need to take the reports', click the link below:

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Reports: How can you view items order by Purchase Order

try reports>purchases>by item summary or detail and set the date range

try reports>purchases>by item summary or detail and set the date range

Resolution for 'Reports issue: 'How can you view items order by Purchase Order' available: Yes.

The Reports issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Reports issue yourself by looking for a resolution described in the article. If it is a complex Reports issue or you are unable to solve the issue, you may contact us by clicking here or by using other Reports support options.

For more information about resolving issues related to Reports in Quickbooks/QBO or to get support for the issue 'How can you view items order by Purchase Order', click the link below:

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