Review QuickBooks Online Reports - Detail Purchase

Review QuickBooks Online Reports - Detail Purchase

One of the most important steps to take after importing The Home Depot® detail purchase statement through HammerZen is reviewing your QuickBooks Online reports to ensure they are accurate. 

When you import all of the details and more of each SKU purchase, you will see multiple lines for each product along with quantity (Qty), cost per unit, the total amount for that SKU, customer, and class (if you select the options). It is important that you review your transaction and reports. Few crucial reports to review:

 

Purchases by Vendor Detail

  1. Click Reports
  2. Search for Purchases by Vendor Detail
  3. Click on it to open the report

Profit and Loss

  1. Click Reports
  2. Click Profit and Loss under Favorites:
    1. Customers (jobs, projects, and property)
    2. Classes and Sub-classes
    3. Products/Services

Balance Sheet

  1. Click Reports 
  2. Click Balance Sheet under Favorites
    1. Bank Accounts
    2. Credit Card Accounts

Uninvoiced (unbilled) charges

  1. Click Reports 
  2. Click Balance Sheet under Who owes you
  3. Click Uninvoiced charges

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