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

by Intuit•1• Updated 1 month 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 minimising columns or reducing the amount of data shown.

  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 Customise, then select the Filter dropdown.
  5. Mark Distribution Account, then choose All Cash at bank and in hand Accounts from the dropdown.
    I want 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
  6. Select Run report. This creates a General Ledger of your bank accounts.
    Note: Select Save customisation to access the same report easily. Make sure to use a descriptive name.

Run your reports to export to Excel.

  1. Go to Reports (Take me there).
  2. In the Find report by name section, type "General Ledger". Select General Ledger.
  3. Select the target date from the Report period ▼dropdown menu.
  4. To export to Excel, select the More actions ▼dropdown menu. Select Export to Excel.
  5. To save your report, select Save as.
  6. Note: You can also make a General Ledger report for your Balance Sheet and Profit and Loss account. Then, you can save it as an Excel file.

After you've exported the reports, merge them into a single Excel file. You can then consolidate data across multiple worksheets in Excel.

  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. For instructions on how to combine the information, check this article by Microsoft Office.
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