Hector, this custom report video was prayers answered! Thanks for going through it so thoroughly!
@HectorGarciaCPA
6 жыл бұрын
Number Up cool!
@rosielily1920
7 ай бұрын
Super helpful videos! Are you able to remove the sub-account indentation on a statement (i.e., P&L) so that parent and sub-account are in the same column?
@HectorGarciaCPA
7 ай бұрын
No
@TayyabNaseebi
Жыл бұрын
Thanks a Lot Sir. its very useful video !
@HectorGarciaCPA
7 ай бұрын
Sure, thanks for watching
@TheBismila1
3 жыл бұрын
Hello lease let me know how to process a Register report showing all monthly Debits and Credita
@HectorGarciaCPA
3 жыл бұрын
That’s called a General Ledger
@NateGambinoGaming
5 жыл бұрын
Hector, Is there a way in Advanced Reporting that you can create and customize a report that has the details for inventory by warehouse and lot number quantity on hand? I have tried many ways to create this report and have yet to be successful. No matter what I try and choose with customizing this report I can not quite get it. Help please!!!!
@HectorGarciaCPA
5 жыл бұрын
I don’t support QBAR any more, but I can refer you to an expert if you email me.
@janbeaujon9583
5 жыл бұрын
Hi Natasha. Hector has a great video from 2016 that got me up and running with Advanced Reporting in no time. I need the same report and got it done after watching the video.kzitem.info/news/bejne/qYOm1quVbJSdY5w
@janbeaujon9583
5 жыл бұрын
The Dimensions I used : Item.Parent Full Name, Item.Name, Item.Sales Description, Item.Quantity On Hand, Item.Quantity On Order, Serial Number.Inventory Site Location Full Name, Serial Number.Name.The Expression I used: Serial Number.Remaining Quantity.This report only lists the items that require lot number trackingI hope this helps. Good luck.
@user-co3cp2gi4x
2 жыл бұрын
How do I run a report that shows money in the chart of accounts (Trust) and open invoices in the the customer center? I currently have a report for each but I need them to be on the same report. Thanks!
@HectorGarciaCPA
2 жыл бұрын
Cant
@particleinthewave8378
5 жыл бұрын
I hate QB but I have no choice but to use it. Is there a simple way to format and pull the data into a normal excel spread sheet ready to use a Pivot table on it ?
@HectorGarciaCPA
5 жыл бұрын
I have videos on that...
@mnminnmn
6 жыл бұрын
i added custom fields for "product type" groups on item screen, i tried to filter a standard sales report for the custom field item group and nothing showed up. I typed in exact label. The custom field i set up is a drop down in the item screen, but the report filter custom field is blank so i typed in one type of group and nothing showed up in report. what am i missing? thanks! my goal was a sales report by item group or class of products. we have ragtag custom product/item numbers so that isn't a big help in running/sorting by those.
@HectorGarciaCPA
6 жыл бұрын
mnminnmn sales reports are tied to sales transactions.. if those custom fields were no used in invoices or sales orders, you will Not see them.
@lewnatalie
4 жыл бұрын
Is there a report that begins with PPE Stimuli and then reflects all the expenses to be applied only to the stimuli?
@HectorGarciaCPA
4 жыл бұрын
Lewis Weinfeld NO clue what you are talking about.
@lewnatalie
4 жыл бұрын
@@HectorGarciaCPA I received a stimulus loan from the Govt. In order to keep track of how I spend this specific loan I was going to do an excel spread, but I was hoping that I could create a custom report that would list the specific expenses that are allowed to be applied against the loan, in order to prove that you don't have to pay it back. Expenses like rent, payroll, etc
@johnfiglinski1838
4 жыл бұрын
I really enjoyed this video, I would like to see more this in the future
@kpyoutuber4671
4 жыл бұрын
Hector, Can i get a customer receive payment detail report with its applied invoice number? I tried with transaction journal it doesn't show applied invoice details. Also tried with "average days to pay report" which is based on invoices and it shows paid date but not receipt reference number. Any solution to get this done. Currently i get customer detail report and manually match it.
@HectorGarciaCPA
4 жыл бұрын
Cannot be done.
@sulianaafu2401
6 жыл бұрын
Can we record the time of the transaction on the cash sales/ invoices (like page number as footer or header)?
@HectorGarciaCPA
6 жыл бұрын
No
@eg5250
5 жыл бұрын
How could I make a sales report by ship to state and by Item sold with both totals?
@HectorGarciaCPA
5 жыл бұрын
Eduardo Guevara yes.. you need to use the Customer Type the state.
@HectorGarciaCPA
5 жыл бұрын
Eduardo Guevara no way to pull ship to state
@natashaskinner-rocke655
6 жыл бұрын
Thank for this sir!
@HectorGarciaCPA
6 жыл бұрын
Natasha Skinner - Rocke you welcome
@sulianaafu2401
6 жыл бұрын
Thank you really good stuff...
@HectorGarciaCPA
6 жыл бұрын
Suliana Afu you welcome
@wendieclark1647
6 жыл бұрын
Excellent Job
@HectorGarciaCPA
6 жыл бұрын
Michael Alexander thanks
@vmadar62
7 жыл бұрын
Is is possible to sort the AR report by due date?
@HectorGarciaCPA
7 жыл бұрын
A Needlepoint In Time a detail report of open invoices. Yes
@nicejuan5082
6 жыл бұрын
very nice video!!! how can I include Service Charge (tax) on profit and loss report?
@HectorGarciaCPA
6 жыл бұрын
Michael Aunor sales tax is not in the P&L normally
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