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brianh2
Level 1

Bug - Manual run of custom report exported to excel is correctly pulling all data for "fiscal year to date". The auto emailed excel version is only year to date.

I have a custom report in QBO that pulls all transactions in an account for "fiscal year to date".  When the report is manually run and exported to PDF or to excel, it runs correctly.  When the report is run as part of a scheduled workflow the excel file that is attached to the email that is automatically generated is not pulling in all transactions from fiscal year to date.  It is only pulling in calendar year to date.  I'm missing transactions as the fiscal year beginning goes back prior to Jan 1.
1 Comment 1
FaithA
QuickBooks Team

Bug - Manual run of custom report exported to excel is correctly pulling all data for "fiscal year to date". The auto emailed excel version is only year to date.

Hello, @brianh2. Let me ensure you get routed to the appropriate support for sending auto-emailed reports with the correct date range in QuickBooks Online (QBO).

 

In setting up your report, it's important to make sure that it displays the correct date range. However, since the automatically generated email is not pulling in all transactions from the fiscal year to date, I recommend reaching out to our support team to have this thoroughly checked. They have the appropriate tools to open your account securely and put up an investigation if needed. Here's how to contact them:

 

  1. Log in to your QuickBooks Online account.
  2. Click Help (?).
  3. Type in "Talk to a human," then press Enter.
  4. Select Contact Support Team.
  5. Type again Talk to a human and click Contact Support Team.
  6. Choose a way to connect with us.

 

Moreover, if you want to learn how to close your previous fiscal year and prepare for the new one, feel free to check out this article for future reference: Year-end guide for QuickBooks Online.

 

I'll be a comment away if you need more help in managing reports. The Community is always available to help you out.

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