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  • I'm using QuickBooks Desktop Pro 2017. I need to add a column for S.O. # to my Sales by Customer Detail report and cannot figure out how to do it. HELP!

    From the answer: Hi there, jackieford.... I'll walk you adding the S.O.# to the Sales by Customer Detail report.... Go to the Report menu.

  • How do i post a refund to a client that I invoiced?

    From the answer: Hello there, .... Processing a refund in QuickBooks Desktop can be done in just a few clicks, and I'd be pleased to share with you the steps on how to do that.

  • HELP! What would result in a change to AP and COGs accounts in a closed period?

    From the answer: Hello there, .... You can use the audit trail to see the changes made to your books.... Also, you can print and use it as a reference to make corrections.

  • Is there any way to choose a date range before generating a report?

    From the answer: Hi there, BarbDi .... Thank you for posting here in QuickBooks Community.... Yes, All reports in QuickBooks has an option to choose a date range so that you can ca only see the specif data for a specifi date.

  • Loan Manager

    From the answer: Thanks for contacting us, @ KJ3112 .... While there isn't an option to expand the Loan Manager, you need to delete other old loans.

  • Recording a loss

    From the answer: Thanks for coming to the Community for help, .... You can record a credit to the appropriate inventory account to reduce the amount of the spoiled item on hand.

  • Using "Add Time/Costs" for customers

    From the answer: Hello there, .... I'd like to share some insights about how a non-inventory item reflects on your reports in QuickBooks Desktop.

  • How to get Grouped Items to print on Sales Receipt?

    From the answer: Hello there, bradalb.... Let's customize the sales template to show the items when printing it.... Here's how:   On the Sales Receipt page, go to the Formatting tab to select Customize Data Layou t.

  • payroll tax report for 2018

    From the answer: Hi there, rancake.... Thank you for posting here in QuickBooks Community.... You'll have the option to prepare and print a copy of your file forms from QuickBooks and manually file this to IRS.   Here's how:   1.

  • Quickbooks didn't download

    From the answer: Thanks for posting in the Community, .... I'd be glad to assist you with downloading the file.... So that I can best assist you, could you please let me know what happened when you tried to download the file?

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