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Level 1

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

 
7 Comments
QuickBooks Team

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

Hello there, @luanjohnson.

 

Good to see you here in QuickBooks Community. Allow me to help and guide you on how to access the View Register on your Chart of Accounts. 

 

One of the possible reason why you're not able to access the View Register once you're not the Company Admin of the company file. In this case, you'll need to contact the Master Admin so they can add you as a new user. 

 

For additional information, you can check this article to learn more about user types and permissions in QuickBooks Online. 

 

However, if you already added as a user but still the View Register is not showing, you'll need to perform the basic troubleshooting steps which is to open browser in incognito/private mode. This mode doesn't use the existing cache data files and load a webpage. 

 

Here are the keyboard shortcuts to open a private browser: 

 

  • Google Chrome: press Ctrl+Shift+N 
  • Mozilla Firefox: press Ctrl+Shift+P 
  • Internet Explorer: press Ctrl+Shift+P 
  • Safari: press Command+Shift+

If you're able to view the payment history with private browser, I suggest clearing your browser's cache to start fresh. The next time you log in to QuickBooks Online, your browser will download fresh copies of everything you see on each page. Any cache-related issues should be cleared up. 

 

If the same thing happens, I recommend calling our QuickBooks Online Support Team so they can investigate this further. 

 

Please let me know how it goes. If you have other questions about View register don't hesitate to leave a comment below. I'm always here to help you out. 

Level 1

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

Hi,

I'm having a similar problem. I can see QBO and bank balances, plus have "view register" for the first 20 or so accounts, but after that, it's just "run report". Is there a way to be able to see all the balances "live" without downloading one or more reports each time?

QuickBooks Team

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

Hi there, @KL2.

 

Thank you for joining the thread. Allow me to help share information about viewing the register in QuickBooks Online (QBO).

 

You can only view the register if the accounts have balances or QuickBooks Balances. For the income and expense accounts you can only run a report since they don't have any balances.

 

It's possible that the those accounts which only allows you to run a report and not view the register are income and expense accounts.

 

Keep me posted if you have any other QuickBooks Online concerns. I'm always here to help!

Level 1

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

I'm having the same problem. This isn't an issue with my other QBO account. Not sure why it's happening here. And adding items to an account doesn't allow me to "view register", it stays the same, only "run report". I cleared my cache, tried a different browser, and tried a private browser. Still not working properly. Also, there is no way for me to add a journal entry. There should be an option under the main gear icon, but it's not there.

Level 2

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

Hi I am a "Master Admin' user but the "View Register' does not exist under Accounting>Chart of Accounts>List of Accounts (if I select Bank with entries) or not as all of the Chart of Accounts only have "Account History' under ACTIONS. Tried all the 'In Private' browser -same deal. Would love to find out why every person is always indicating "View Register' solution but it is non existent. SOS Tks

Level 1

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

I'm still looking for this option myself.  Its frustrating when trying to track down help files and all the help files refer to this mythical "View Register" that seems to no longer exist.

 

Anyone shed some insight yet???

QuickBooks Team

How do I get to "view register" from my "Chart of Accounts" when the only option is "run report?"

Let me add some insights about the difference between the View register and Run reports functions, jesseDYD.

 

View register is for the Balance Sheet accounts only like banks, assets, liabilities, and equities that run balances. While you can see Run report for Income and Expense accounts that go to the Profit and Loss. 

 

Also, the Run report option lets you focus on a specific account instead of navigating the Reports menu.

 

If you don't want to use the Run report option on the Chart of Accounts, you can open the Profit and Loss report. Then, get the data you need for the business's finances whenever you want. Let me show you how:

 

  1. Go to the Reports menu.
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.
  4. If you change the dates or add filters to the report, select Run report to apply them.

You can customize reports to focus on specific accounts or filters.

 

Stay in touch if you have follow-up questions by commenting below. I'm always glad to provide the information you need.

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