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ithieme
Level 1

Check Detail Report Customization

I'm trying to get a Check Detail report but when I try to Customize and Filter, no other options show to filter besides Account, and I need Transaction Type... any idea why?

3 Comments 3
ShiellaGraceA
QuickBooks Team

Check Detail Report Customization

Thanks for visiting us here, @ithieme.

 

I'll share the steps on how you can view all the filter options. You'll want to access your account via a private browser. This mode doesn't use the existing cache data and helps us confirm browser-related issues. Here's how:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

After that, go back and check the customize options again. If you're able to see it, it's a good idea to clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. 

 

Learn more about customizing reports in this guide: Customize reports in QuickBooks Online.

 

If you need help with other reports-related tasks, browse this link to go to our general reports topics with articles: Create and manage reports.

 

Let me know how you get on after trying the steps, as I want to ensure this is resolved for you. Just drop your reply below and I'll get back to you as soon as I can. Have a wonderful day ahead.

ithieme
Level 1

Check Detail Report Customization

Sorry but still the same, I opened it on a private browser and cleaned cookies and cache but its not showing

KlentB
Moderator

Check Detail Report Customization

Thanks for keeping us updated, ithieme.

 

I appreciate all your efforts in performing the troubleshooting steps above. At this point, I'd recommend getting in touch with our technical supports. This way, we'll be able to look into our account and conduct an investigation about this report filter issue. Here's how to connect with us:

 

  1. Go to the Help icon.
  2. Select Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Choose I still need a human, then click Contact us.
  5. Select Get a callback or Send a message to start a conversation.

In addition, here are some articles that you can browse to help speed up the reporting process in QuickBooks Online:

 

I'm just a post away if you have any other concerns or further questions about how reports work. Have a great rest of the day. 

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