To generate a class-wise Profit and Loss report in QuickBooks, follow these steps: Access Reports: Navigate to the “Reports” section in QuickBooks. Customize the Report: Click the “Customise” button located at the top right corner of the screen. Set Up Columns: In the “Rows/Columns” section, find the “Columns” field. Select “Classes” from the drop-down menu.… Continue reading Creating a Class-wise Profit and Loss Report in QuickBooks
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How to Create a Tag-Wise Profit and Loss Report in Zoho Books
To generate a tag-wise Profit and Loss report in Zoho Books, follow these steps: Access Reports: Click on the Reports section in Zoho Books. Select the Profit and Loss Report: Choose the Profit and Loss report from the list of available reports. Customize the Report: Click the Customize button located at the top right of… Continue reading How to Create a Tag-Wise Profit and Loss Report in Zoho Books
How to Grant Permission for Selecting Employees from Other Subsidiaries
In certain roles, permissions are limited to selected subsidiaries, restricting access to records only within those subsidiaries. However, there may be instances where you need to choose employees from other subsidiaries in fields that list employees. Here is a step-by-step guide to modify the role permissions to allow this functionality: Access the Specific Role: Navigate… Continue reading How to Grant Permission for Selecting Employees from Other Subsidiaries
Fetching Transaction Details in Zoho Books
Zoho Books allows users to access detailed information about transactions, such as class names, which may not be readily visible in the transaction summary. However, these details can be retrieved on a transaction-wise basis. Here’s a guide on how to export detailed information for transactions like bills. Steps to Export Transaction Details Log In to… Continue reading Fetching Transaction Details in Zoho Books
Accessing Company Information Details in QuickBooks
To view and manage company information in QuickBooks, follow these steps: Log In: Sign in to QuickBooks account. Open Settings: Click on the settings icon. Navigate to Company Information: Under the “Your Company” section, click the “Account and Settings” link. Once in the Account and Settings section, the following company information and preferences can be… Continue reading Accessing Company Information Details in QuickBooks
Viewing Audit Log Reports in QuickBooks
QuickBooks provides a way to view audit log reports for the past seven years. Here’s how to access and filter these reports: Accessing the Audit Log Navigate to the Reports Section: Open QuickBooks and go to the Reports section. Search for the Audit Log: In the search option, enter “Audit log.” Select the Audit Log… Continue reading Viewing Audit Log Reports in QuickBooks
Unable to Edit Advanced Intercompany Journal Entry Lines
Problem: When attempting to edit the journal entry, it may be found that the same journal entry appears under the related records. This issue occurs because the journal was applied to itself, with accounts receivable and a bank account listed as account lines in the entry. As a result, the journal entry can only be… Continue reading Unable to Edit Advanced Intercompany Journal Entry Lines
Vendor Credits and Credit Notes not showing in AP and AR Aging Reports in Zoho Books
In standard Accounts Payable (AP) and Accounts Receivable (AR) Aging reports within Zoho Books, vendor credits and credit notes are not displayed by default. However, you can modify the report settings to include these details. Follow the steps below to ensure comprehensive reporting. Start by logging into Zoho Books account. Go to the “Reports” section… Continue reading Vendor Credits and Credit Notes not showing in AP and AR Aging Reports in Zoho Books
Identify Bills Applied to Vendor Credits in Zoho Books
In Zoho Books, it is not possible to determine which bills will be applied to the vendor credit through reports directly. To obtain such details, individual vendor credits need to be examined to identify which bills are applied. After logging into the Zoho Books account, the “Reports” section should be clicked. Then, the “Vendor credit… Continue reading Identify Bills Applied to Vendor Credits in Zoho Books
Editing Posting Period in Bill
The client needs to edit the posting period of a transaction record using a specific role but finds that the Posting period field cannot be edited. Here is how to resolve the issue: Check Accounting Preferences: Navigate to Accounting Preferences. Under the General subtab, locate the field labeled “ALLOW TRANSACTION DATE OUTSIDE OF POSTING PERIOD”.… Continue reading Editing Posting Period in Bill