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I'm eager to help identify the possible cause and resolution of the issue with your reports not categorizing correctly, info2173.
Before we proceed, I would like to ask for more details to help us get on the same page. Would you mind sharing which specific report in QuickBooks Online (QBO) you are trying to pull up, or what information from the report is not grouping correctly? Any additional details would be greatly appreciated.
In the meantime, please check the customization settings of the report to ensure it is accurately configured. You can refer to the screenshot below for visual reference:
Another potential reason is a browser-related issue that can interfere with your QBO performance. Corrupted cache files in your browser can sometimes create discrepancies.
To check, please log in to your account using a private or incognito browser. This allows you to access the latest version of the page without stored data. Open an incognito window using the following keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The collection of data can create corruption over time; however, removing this should fix it. You can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue.
For more in-depth information about personalizing reports and saving its customization settings, check out these articles:
We've got your back if you have more questions about modifying reports or any QuickBooks-related concerns. We're always available to help you out, info2173.
