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V
vonsterlynn
November 4, 2018
Question

quickbooks online missing basic reports

  • November 4, 2018
  • 3 replies
  • 0 views

I just set up Quickbooks online today.  when I click" reports" there is no balance sheet or profit and loss.  in fact, the reports area is missing alot of reports.  I'm not sure what's going on, but it looks like a defect in the program.  when I search for "profit" in the report search bar, nothing shows up.

    3 replies

    john-pero
    john-pero
    Level 12
    November 4, 2018

    Sounds like you bought [removed by moderator] Simple Start. Each version has different available reports and Essentials will have what you need

    V
    vonsterlynnAuthor
    November 4, 2018

    Not at all.  I am supposed to have Quickbooks Plus, which is the version indicated in the subscription area.  And I have other elements of plus.  but virtually no reports.  see attached, the full list of business reports.

    The report headings are Standard, Custom and management.  It looks like it should have other headings.

    D
    David-212915
    Level 5
    November 5, 2018

    Hi there, @vonsterlynn,

     

    It's great to hear from you again. I can provide some clarification about the missing reports. 

     

    Based on your screenshot, your account has Statement of Activity and Statement of Financial Position reports, which are non-profit reports that correspond to Profit and Loss and Balance Sheet reports, respectively. This would explain why you're not seeing or able to pull up any reports when searching for "profit" in the report search bar. While these reports are named differently, the information and customization options will largely be the same. The following article contains additional information about the Statement of Activities report: Accounting Term: What Is a Statement of Activities?. 

     

    When looking at your screenshot, the Reports screen of my non-profit QuickBooks Online account matches what you're seeing. The following video is a visual guide to show the available reports in the company file: 

     

     

    Additionally, to ensure that you're able to access all of your reports, I'm including an article that goes over reporting in QuickBooks Online: Available Reports in QuickBooks Online.

     

    I'd be glad to continue assisting if you should have any additional questions. Wishing you and your organization continued success. 
     

      R
      RishBR
      November 10, 2021

      Hi @vonsterlynn,

       

      Rishika here from Better Reports!

       

      I think our app Better Reports can show this easily. I have attached a screenshot below that shows the sample built-in Profit & Loss report.  

       

      Also, there are other built-in reports available like “Balance sheet”, “Profit and Loss by Class”, “Profit & Loss by Account”, etc. We can create custom reports as well, based on your business requirements. 

       

      It is also possible to filter the report for a specific period, and schedule the reports to be sent automatically to your email or Google drive at a regular cadence.

      What do you think?

      S
      Susan CRA
      January 4, 2024

      I've been using the online version for many years and ALL of my custom reports that I use daily are all gone. It's blank.  WHY???

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