Reports

Opening the app takes forever. switching sides and doing other task hang up too

Initially when I used customer balance summary I was able to select a range I wanted the report to cover for instance 01/01/2026 - 17/09/2026. Now when I try to generate a report using the same function I am only able to select an as off date for instance as of 17/09/2026 this generates all open invoices from inception of the customer

I am writing on behalf of a financial advisory firm that manages accounting and financial reporting for multiple clients using QuickBooks Online. We are currently developing an internal financial dashboard to consolidate and analyze our clients’ historical accounting data. The purpose is to provide our finance team with centralized reporting, trend analysis, and management insights based on historical transactions and financial records. As QuickBooks Online does not provide all the required historical data and customized reporting capabilities in the format needed for our internal dashboard, we would like to explore accessing the required information through the QuickBooks Online API. Could you please provide us with information regarding: The process for obtaining QuickBooks Online API access. The available APIs/endpoints for retrieving historical accounting and transaction data. Any data-access limitations or historical data restrictions. API rate limits, request limits, or usage

I am experiencing an issue with the Budget Report in QuickBooks OnlineThe Budget Report does not appear at all Whenever I select the Budget Report I only get a blankwhite

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Have the permissions changed to be able to do this?

Can I prepare a report which shows the VAT element of unpaid invoices at the end of a month

All the settings on the app and phone are correct, but the app will not record any trips?

I want to generate the expense detail report for analysis and not the summary in the Profit and Loss. Anyone who can help?

I end up spending a lot of time deleting a bunch of automatic mileage tracking because I’m out of province or even in a different country. How do I turn this off and make sure it stays off?

When I open the IAS report, there's no Download PDF button/option showing at all, only Export to Excel. The BAS report shows both Download PDF and Export to Excel. I've tried refreshing and switching browsers with the same result. Just want to confirm if this is a known limitation for IAS reports or something I should raise as a bug.

Need help to sort out receipts from app.

How can I get a report of all the purchase orders I've created?

I am Unable to Download Transactional Tb contains Opening Bal , Sum of Debits , sum of Credits and Closing Bal

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Since they have changed the layout I can’t create the cis suffered report and then submit it

I forgot to reconnect my bank account until today. I was missing data from August 25 to Feb 26. I have tried uploading CSVs, I get message saying success, but I am not seeing them in Quickbooks, I have huge gaps.

Hello, I am the Administrator for our QuickBooks Online company. Until today, everything was working normally—I could view reports, click on inventory items to see the transaction history, drill down into report figures, and make inventory adjustments. However, today I can only view the reports. When I click on an inventory item, quantity, or amount, nothing happens. I cannot drill down to see when a product was bought or sold, nor can I access the detailed transaction history or make adjustments from the reports. I have already tried: Logging out and back in. Using different web browsers. Using different computers. The issue persists across all reports, and I am the Administrator, so it does not appear to be a permissions issue. Could you please check whether there is a problem with my company file or a known issue affecting drill-down functionality and inventory reports? previously i was able to do all this

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suppose one costumer till month 4 have 34000 and he cleared 12000 in month 5 so when i choose statement untill month 4 its need to show me balalnce but its show same amount

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Dear QuickBooks Product Development Team, I am writing to submit a feature request regarding how QuickBooks handles customer payments (specifically single checks or lump-sum payments) that cover multiple invoices with different Classes or Locations. The Problem Currently, when a customer sends a single payment (e.g., one check) to clear multiple invoices spanning different Classes or Locations, QuickBooks lumps the total payment amount together. When we generate class-based or location-based reports, this processing method creates a major reporting error: it shows an artificial overpayment in one sector, while other sectors do not accurately reflect that their specific invoices were cleared by that payment. Because the payment itself cannot be easily split by Class or Location at the time of receipt, it distorts our location-specific financial reporting and aging summaries. Our Suggested Solutions To fix this and ensure reporting accuracy for businesses managing multi-location oper

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I need a Accounts Recievable Report WITH zero Balances

The employer's SSNIT contribution is negative on my balance sheet