Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
It's great to have you here in the Community space, Luise. I can provide steps to generate reports smoothly and with complete details in QuickBooks Online (QBO).
Let's ensure the columns and reporting period are correct when generating reports to see the accurate data. We can run a sample report:
- Sign in to your QBO account.
- Go to the Reports tab on the left navigation panel.
- Let's pull up the Transaction Detail by Account report.
- Select the correct date on the Report Period.
- Click on Columns to customize the report.
- Put a checkmark on each box for the details on your report.
I've attached screenshots for your reference:
On the other hand, since you've received error messages when generating reports, let's perform troubleshooting steps to check if these errors are browser-related. Too many stored caches can lead to unusual displays.
To begin, let's open your QBO account in a private window, as this ignores historical data:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
Once resolved, let's return to your regular browser and clear its cache to refresh. Alternatively, you can also use another supported browser.
After customizing, we can memorize this report to save its customization settings.
I'll be around to help if you need further help generating reports. Have a productive day.
