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julie106
Level 1

Something new is happening in QBO. The reports are no longer following the Chart of Accounts tree. Has there been a recent change and I need to change the view?

Now all the expenses are just under Expenditures and not under their "parent" account.
3 Comments 3
Jovychris_A
QuickBooks Team

Something new is happening in QBO. The reports are no longer following the Chart of Accounts tree. Has there been a recent change and I need to change the view?

Hi there, @julie106.

 

I want to make sure that we're looking on the same page. May I know what report you used when you see this behaviour? This way, I can share with you important details further or resolve this hurdle to get back up and running.

 

As I've checked, using the Profit and Loss report, the sub expenses remain under the parent account. You may need to click the Sort feature to change it by Default or Sort in Ascending/Descending manner.

 

 

I've also checked that my Chart of Accounts shows the parent and sub-accounts in order. You may need to click the column header to sort it by NameTypeDetail Type, etc.

 

Also, I've added a reference on how you can view in-depth details of your income and expense reports: Customize reports in QuickBooks Online.

 

Let me know how it goes. Anytime I can help. Have a wonderful day ahead.

julie106
Level 1

Something new is happening in QBO. The reports are no longer following the Chart of Accounts tree. Has there been a recent change and I need to change the view?

I am very familiar with all the reports, the chart of accounts and how to run them. I am using the Statement of Activities. My expense accounts are not lining up under the parent accounts anymore (and they used to). My chart of accounts are correctly input. I can show you an example of what it is doing but I don't want to add a SofA for public view. 

 

I was hoping I could talk to someone on the phone about this and do the glance app for them to see. are you all not doing that anymore?

 

I am very adept at QBO. I have over 10 clients that I do the bookkeeping for with QBO so I know what I am doing.

 

Can you help in a different way?

 

thanks

wendy

 

ChristieAnn
QuickBooks Team

Something new is happening in QBO. The reports are no longer following the Chart of Accounts tree. Has there been a recent change and I need to change the view?

Hi there, julie106.

 

Thank you for coming back here to QuickBooks Community to provide additional details about your concern.

 

For now, we didn't receive any recent changes when running reports. You should see all your expenses accounts lining up under the parent accounts. Since the said accounts are not lining up under the parent accounts anymore, I recommend logging in to your QuickBooks account via a private browser. This way, it confirms if the cache is the cause and disables it from saving your browsing data.

 

Use these keyboard shortcuts based on the browser you're using.

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. You can check this article to see the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

 

If the steps above didn't work, use another supported browser as alternatives.

 

If the issue persists, I suggest contacting our QuickBooks Support Team. They have the tools to pull your account and investigate the cause of the issue. To do this, you'll have to go to the Help icon. From there, you'll have the option to talk to someone from QuickBooks Support by choosing a callback and filling in the details.

 

Please note that the steps below are for the new interface of QuickBooks Online, here's how to contact them:

 

  1. Open your QuickBooks Account.
  2. At the top right, click the Help icon.
  3. Choose the Assistant section.
  4. Type your concern about the report in the Type something field.
  5. Click Talk to a human.
  6. Click I still need a human.
  7. Click the Get help from a human.
  8. You'll be routed into the How can we help? page. Then, select callback or how you want to contact them and fill in the information.

 

You can browse this article to learn more about the different types of support we offer at Intuit and its availability: Support hours and types.

 

Please refer to this article to see steps on how you can customize reports to show specific accounts or customers, or format the layout so the right data shows up in the right place: Customize reports in QuickBooks Online.

 

Let me know if there's anything else you need help with. Know that I'm always here to help you anytime. Take care and keep safe!

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