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mpsmith67
November 21, 2022
Question

Data Fields not updating

  • November 21, 2022
  • 2 replies
  • 15 views

Using QuickBooks Online for Mac, running Ventura 13.0.1. I am updating data in various fields (mostly the "Received From"). I am doing this while viewing a report. I select a transaction listed in the report, then I change the customer, save and exit the transaction, but it does not update the name I changed in the report. I have closed and re-opened the account, cleared browser cache and history, and re-run the report. The behaviour seems erratic and unpredictable. Am I doing something wrong by using the report? This seems to have worked well before.

2 replies

DHeraV
DHeraVModerator
Moderator
November 21, 2022

Welcome to the Community, @mpsmith67,

I appreciate you doing some troubleshooting steps on your end. The browser can occasionally be poorly configured, which leads to issues. To isolate the problem, I advise opening an alternative browser or a private window. 

Here's how to activate incognito mode in some of the most common online browsers: 
 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If the issue persists, I suggest contacting our QuickBooks Online (QBO) Support Experts to address your concern with the utmost priority. They have the tool to review your QuickBooks account.

Here's how:

1. Select Help (?).
2. Click the Search tab to get started:
3. Select Contact Us.
4. Enter the topic of your concern.
5. Select Continue.
6. Choose either Chat, Appointment, or Callback.

I'll add an article you can use for future reference if you want to export data from your QBO: Export reports, lists, and other data from QuickBooks Online.

Don't hesitate to leave a reply if you need further assistance with your QBO transactions. I'd be glad to help anytime. Keep safe.

M
mpsmith67Author
November 22, 2022

After further investigating: I am primarily trying to re-assign a name in a Bank Deposit. The issue seems to be related to whether or not the selection I make in the "Received From" field is a Customer or a Supplier. If I select a listing and they are a Supplier, the update does not change. If I select a listing and they are a Customer, the change is immediately reflected in the report. I don't think it's unusual to receive payments from a Supplier, so this action/edit/save should work with either type should it not? I am certainly wiling to consider that there may be an alternative "best practice" in the process, but I can't figure out what that might be.

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