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Fix "The report you are attempting to create may not display..." in QuickBooks Online

by Intuit1 Updated 3 weeks ago

Learn how to fix "The report you are attempting to create may not display due to its large size and volume of data" when you run a General Ledger report in QuickBooks Online.

General Ledger reports can have errors because the files are large. QuickBooks Online has limitations as an online application. Send your files to Excel so you can see your financial status and manage your money better.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.
Before proceeding...

Export the General Ledger report to Excel. A simple export usually works with display issues since QuickBooks Online can export more information to a spreadsheet than it can display.

If you still get the error or if the spreadsheet is still not showing the report completely, you need to create a series of reports (by account, period, or any other filter), export them to Excel, then combine them into a single report within Excel.

Tip: If your display is too large, you can try troubleshooting it by minimizing columns or reducing the amount of data shown.



Step 1: Run your General Ledger reports

  1. Go to Reports (Take me there), and then look for the For my accountant section.
  2. Select General Ledger.
  3. Set the date for the report period, then select Run report.
  4. Select Customize, then select the Filter dropdown.
  5. Mark Distribution Account, then choose All Bank Accounts from the dropdown.

Run a report for a Balance Sheet or Profit and Loss account

To run General Ledger reports for your Balance Sheet and Profit and Loss accounts, just choose the appropriate option:

  • Assets - All Asset Accounts
  • Liabilities - All Liability Accounts
  • Equity - All Equity Accounts
  • Income - All Income Accounts
  • Expense - All Expenses Accounts

Select Run report. This creates a General Ledger of your bank accounts.

Note: Select Save customization to access the same report easily. Make sure to use a descriptive name.

Where can I find the report?

Go to Reports (Take me there), then the Custom reports tab and select the report.



Step 2: Combine the reports

  1. While on the open report, select the Export icon beside Print.
  2. Select Export to Excel.
  3. Repeat steps 1 and 2 for all the reports you want to combine.
  4. Use the tools in Excel to combine worksheet information.

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