Question

QuickBooks Desktop - Adjust report date range

Forum|Forum|4 years ago
February 2, 2022
2 replies
16 views

Hello, I am trying to find a way to run a rent roll report for my company. The method we currently use is by utilizing the Customer Contact List report to show the start/end date of the customer, along with other important information.

The issue arises with the balance. The customers' recurring charges are set up on automatic memorized entries that post 20 days into the month. Say I go to run the Contact List report in the middle of January, charges from February will appear in the customer's balance. I don't want that.

Is there a way to change the date range of the report to only show the current customer charges? If not, is there a similar report I could be using that would show the customer's balance along with their start/end date?
Thank you!

QuickBooks Desktop

BigRedConsulting

Level 15

No, List reports like the Customer Contact list report don't have a concept like that. They just report on current information.

J

JonpriL

Level 9

Hi @Trey_A, I'll help customize your report.

You have the option to choose a date range to limit the customer charges showing on your report. I'll show you how.

Access the Customer Contact List report.
Go to Customize Report.
Select Filters.
Under CHOOSE FILTER, enter Date.
Choose Start Date and End Date.
Type in your desired report date range.
Click OK.

I'm adding these articles to learn more about how you can customize a report: Customize Reports in QuickBooks Desktop.

Below are references you can use to keep up with your report and understand your current financial status:

Don't hesitate to post again here if you have other questions or concerns with QuickBooks generating reports. I'm always around happy to help. Stay safe and have a good one!

K

kcludlow

The report date range does not have an "OK" button for the customer contact list report. It's the only report that does not allow you to click "OK". QB needs to fix this. I can't run this report without it.

L

LollyNino_C

QuickBooks Team

Nice to see you here in the Community, @kcludlow. This behavior with the missing OK button might caused by damaged data.

Before we begin the troubleshooting, open a sample file to determine if the behavior is the same as your company file and find out if the issue is with your QuickBooks Desktop (QBDT) software. Once opened, change the report date range in the sample company file. You may follow the steps provided above.

If the error persists, follow the steps outlined in the following article on how to manually repair your company file: Fix data damage in your QuickBooks Desktop company file. I do have steps here that we can follow. Here's how:

Download QuickBooks Tool hub.
Open and install the downloaded file.
On the QuickBooks Tool app, select Program Problems.
Click Quick Fix my Program.

Once done and nothing happens, follow the second steps. I'll guide you how:

Go to the Start menu.
Select Control Panel.
Under Program and Features, select Uninstall a Program.
From the list of applications, select QuickBooks.
Select Uninstall/Change.
Click Repair.

If you can edit the date range in the sample company, go back to your original file, update QuickBooks Desktop to the latest release, and perform the Verifying and rebuilding data. It's a built-in tool that auto-detects and self-resolves minor company file data issues.

In case you want to fix common errors right away and set up timesheets, print them, and run a timesheet report. Just check out these articles:

Stay in touch with me if you need additional information about your reports. I'm always around to help you.

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