You can perform a browser troubleshooting steps to help you rectify the prompt message you're receiving, Bob. I recognized how important it is to be able to modify your existing custom reports to meet your business needs, and I'm here to help.
To more effectively assist you, could you please inform us of the custom report you're currently working with and the specific changes you have attempted to make? Additionally, it would be helpful if you could attach a screenshot of the error message you received. These information will enable us to provide you with more targeted assistance.
In the meantime, I recommend performing some basic troubleshooting steps to see if they resolve the issue. At times, a full browser cache might cause issues with any online platform you are using. To optimize your computer's performance and free up storage space, I recommend accessing QuickBooks Online (QBO) in private or incognito browsing mode for a smoother, uninterrupted experience.
See these keyboard shortcuts to open a private window:
Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P
If it's now working, check out this article for a step-by-step process to clearing your cache:
Clear cache and cookies to fix issues when using QuickBooks Online. Alternatively, you can switch to
other supported browsers.
On the other hand, you can print the report you've accessed to have a hard copy of the data. For guidance on how to do this, please refer to the article and follow the instructions under the section
Print your report:
Run a report in QuickBooks Online.
By following the steps above, you should now be able to customize your existing custom report with ease. If you have any more questions about managing reports to benefit your business, feel free to reach out. I'm here and happy to assist you anytime.
