Is anyone else having a problem with reports not totaling spending categories correctly? Also, the Tax Details report does not divide the quarters correctly(wrong months)

Hello there, lewis6.

I've looked into this further for related investigations, but there aren't any. When running any reports, make sure to select the correct period.

The date affects how the data displayed on the statement. For your other concern, I just need more information to help me get on the same page.

Are you referring to the months listed in the wrong quarter? I'd appreciate any extra details you have so I can provide the steps to move forward. 

For future reference, I'm adding a link where you can view our self-help articles and other online resources: QuickBooks Support.

Looking forward to hearing from you. Have a good one.

I'm looking at my transactions with "Utilities" and "Last Year" selected.  At the top of this page, it shows a total spending of $567.  When I go to Reports and look at Profit and Loss or Tax Summary,  and select "Last Year", it shows $619 for Utilities. The other expenses appear to be correct.

When I download the 2019 Tax Details on the Reports page and open the file in Excel, the second tab labeled "Quarterly Breakdown" has quarters labeled as follows:

• Q1=Jan 01 - Mar 30
• Q2 = Apr 01 - May 30
• Q3 = Jun 01 - Aug 30
• Q4 = Sep 01 - Dec 30

and totals on the excel report match up to those dates instead of the correct dates.

When I look at the Utilities tab on this Excel report, there are two transactions that are repeated that make up the difference I'm seeing between my transaction page the reports. (they are not repeated on the Transactions page). I have now deleted the transactions but they still show up on the Excel report and totals still do not match between the transactions page and the reports.

Hello there, @lewis6.

If you've reviewed the transactions and they still don't match your report, look at the date range you're comparing. If the date range matches, the transactions could have been put into another category/location of your books. I recommend consulting with your accountant before making major changes.

If you made updates to your account, then you need to clear the cache and cookies to get a fresh, updated page. The stored browser files can become outdated. Therefore, resulting in errors like reports not pulling up the proper information. Here's an article on how to clear the browser's data. Once finished, export the report into Excel.

Additionally, I'm going to provide you QuickBooks Self-Employed Support Contact Information.

Let me know how the results turn out. I'll be here.

I tried clearing the cache, but I will try again. How do you explain the problem with how the report is dividing the quarters? That certainly cannot be a browser problem.

I appreciate the steps you've taken, @lewis6.

I've read the entire thread and it seems like you've performed all the suggested troubleshooting steps that we can share in the Community.

I recommend contacting our Phone Support instead. They have the tools like screen sharing that they can use to review the report and determine why the two transactions are still showing up.

You can follow the steps in the screen shots below to easily connect with QuickBooks Phone Specialist:

If there's anything else I can do for you, please let me know. I'll be around to help you. 

for the second year in a row, the Tax Details report does not break down the quarters correctly. Is there anyone at Intuit that know how many months there are in a quarter that can give the programmers a clue about how to fix this? Q1 is correct, Q2 should be Apr 01 - Jun 30, Q3 should be Jul 01 - Sep 30, and Q4 should be Oct 01 - Dec 31. And please, do NOT try to tell me some stupid BS about trying to clear my browser cache.

We want this resolved as much as you do, Lewis.

Clearing the cache is the first step we provide our customers if there's an unexpected behavior of our program. It also helps us narrow down the issue.

If you've tried it already and it didn't make any difference, I suggest reaching out to our customer care support. This way, a live agent can take a better look at this. You can follow ReymondO's steps on how you can get in touch with us.

Let me add this article as a future reference: Run payroll reports.

Feel free to visit the Community if you have other payroll concerns. We're available 24/7 to help you.