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evelyn-wiggins
Level 1

Need to pull a report of my cash account from 2019 but it says out of date range. How can I make it take my dates?

 
5 Comments 5
Candice C
QuickBooks Team

Need to pull a report of my cash account from 2019 but it says out of date range. How can I make it take my dates?

Greetings, @evelyn-wiggins

 

It's great to see a new face here in the Community. Let's work together so that you're able to run this report properly in QuickBooks Online. 

 

The reason why the report isn't pulling the year 2019 is because there may be no transaction in that account at that time. 

 

However, if this isn't the case, let's clarify a few things before digging further. What report are you trying to run? (chart of account report or another report, etc.) Note: Also, any screenshots that you have available of the problem will help as well.

 

This will help us determine the best solution for your business. I'll be waiting for your response! 

evelyn-wiggins
Level 1

Need to pull a report of my cash account from 2019 but it says out of date range. How can I make it take my dates?

I am in chart of accounts and I choose “custom date” and try to go back to 2019.  I started in January of 2019 so I know there is data and I can see it when I go into the account however it won’t let me choose a date range of April 2019.  Make sense?

Rasa-LilaM
QuickBooks Team

Need to pull a report of my cash account from 2019 but it says out of date range. How can I make it take my dates?

Thank you for coming back to the Community, evelyn-wiggins.


I appreciate you for adding more information about the issue. I’m here to help ensure you can run the cash account report for 2019.


Let’s check to see if the browser’s cache is full since it can often cause errors and prevent webpages from loading properly. To begin, sign in to QuickBooks Online (QBO) in a private window or incognito mode. This prevents the browser from storing your browsing data. From there, go to the register and run a report for your cash account (2019).


Here are the shortcut keys for each browser:

 

  • Press Ctrl + Shift + N (Google Chrome or Edge).
  • Press Ctrl + Shift + P (Mozilla Firefox).
  • Press Command + Shift + N (Safari).


If you’re able to choose April 2019 for the report’s date smoothly, switch back to your regular browser to clear the cache. Running this troubleshooting will optimize the overall performance of the application. If none of these suggestions work, open QBO using a supported browser.


You can go over this article for more details about building and customizing reports: Common custom reports in QuickBooks Online. It includes some links to financial statements in the online program as well as steps to get the specific details you need.


In addition, the links below show a list of reports available in each QuickBooks version. You’ll also learn how to filter the data on statements, memorize a report, automate one, and so on.

 


Stay in touch if you still need further assistance opening your cash account report. I’ll be glad to help and get this taken care of for you.

evelyn-wiggins
Level 1

Need to pull a report of my cash account from 2019 but it says out of date range. How can I make it take my dates?

I tried running in google chrome incognito and the report continues to say "out of range".  I can only go as far back as June of 2020.  That is a problem.  Help please.

JasroV
QuickBooks Team

Need to pull a report of my cash account from 2019 but it says out of date range. How can I make it take my dates?

I appreciate you for going through the steps shared by my colleague above and for sharing an update with us, @evelyn-wiggins.
 

I'll make sure you get the best help available so this gets taken care of right away.

 

I recommend contacting our support team. One of our live agents can look into your account and check why you're unable to run your report for the year 2019. There, they can provide you additional steps to fixing the issue.

 

Here's how to get in touch with them:

 

  1. Go to the (?) Help menu in your QuickBooks Online (QBO).
  2. Select the Search tab.
  3. Click Contact Us.
  4. Enter a brief discussion of your concern and click Continue.
  5. Select either Chat with us (if you preferred messaging) or Give us a call.

 

Please ensure to review their support hours to know when agents are available.

 

Once everything is all set, you might want to check out this article that can guide you on how to modify and seamlessly manage your reports in QBDO: Run reports in QuickBooks Online.

 

I'll be here to back you up whenever you need more help with your reports. Please don't hesitate to leave a reply. Keep safe and have a good one!

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