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Frequent Explorer *

Anyone experiencing issues with Parent Classes not filtering correctly?

We have a number of parent classes with subclasses setup. I was able to filter P&L reports by the parent class up until today. Now I'm not able to do it. Quickbooks is looking into it, but no results yet. Anyone else experiencing this? 

6 Comments
Frequent Explorer *

Re: Anyone experiencing issues with Parent Classes not filtering correctly?

I should clarify that the subclass totals use to roll up to the parent class totals. That's what's not working any more. 

QuickBooks Team

Re: Anyone experiencing issues with Parent Classes not filtering correctly?

Hello steve-fitzgerald,

 

Let's check if it's a browser-related issue. Let's access your account via an incognito window. Let me guide you through how.

  • Press CTRL+SHIFT+N for Google Chrome.
  • For Mozilla Firefox and Internet Explorer, click CTRL+SHIFT+P.
  • For Safari, click the Safari menu and then Private Browsing.

Then, open your report again.

 

If it's working fine, go back to your regular browser and clear your browser's cache to refresh your browsers settings.

 

If you get the same results, please contact our Support Team so we can further investigate and create a case for you.

 

Here's how you can reach us:

  1. Click (?Help.
  2. Click Contact us.
  3. Type you question in the What can we help you with? field.
  4. Click Let's talk.
  5. Click Get a callback. Then, enter your information.
  6. Click Confirm my call.

Feel free to check our help page regarding: Reports and accounting.

 

Let me know if you have other questions. I'll be here for you.

Frequent Explorer *

Re: Anyone experiencing issues with Parent Classes not filtering correctly?

Thanks. I’ll give it a try in a browser. I was using the QuickBooks app on my MacBook. I’m pretty sure it’s a QBO issue though as my Fathom reports don’t work now either. 

Moderator

Re: Anyone experiencing issues with Parent Classes not filtering correctly?

Thanks for coming back to the Community, steve-fitzgerald.

 

Since you're using the QuickBooks Online App for Mac, you can clear the cache by clicking Reset App Data.

 

Just click the Help menu and select Reset App Data from the drop-down.

 

Then, run the report once more and check if you can filter the Profit and Loss report by the parent class.

 

Here's how:

  1. Go to Reports on the left pane.
  2. Enter and select Profit and Loss report in the search box.
  3. Click the Customize button and click the arrow beside Filter.
  4. Under Class, select the entry you want to show on the report.
  5. Hit Run report.

If the problem persists, I suggest uninstalling and reinstalling the application. Please refer to the links below for the steps:

Please let me know how it goes or if you have other concerns. I'm right here to help anytime. Take care.

Frequent Explorer *

Re: Anyone experiencing issues with Parent Classes not filtering correctly?

Confirmed with Quickbooks Support that parent class totals was broken with the last software update. For now, if you want to filter by parent class only it won't work. The support representative I spoke with couldn't confirm if this was by design or a bug. No timeline on correcting it if it's a bug. 

Moderator

Re: Anyone experiencing issues with Parent Classes not filtering correctly?

I appreciate your time getting in touch with our phone support agents, steve-fitzgerald.

 

Resetting the app data helps refresh your QuickBooks Online Application. Since the same thing happened, let's uninstall then reinstalled the app.

 

To uninstall:

  1. Locate the QuickBooks app in the Finder.
  2. Drag it to the Trash.
  3. Enter the name and password of an administrator account if asked.

 

Here's how to reinstall:

  1. Tap the App Store on your MacBook.
  2. Sign in using your iTunes credentials.
  3. Select Free, and then Install.
  4. Log in using the same QuickBooks Online username and password.
  5. Choose the QuickBooks Online company file.

Please don't hesitate to come back to this thread if you have other concerns. I'll make sure to address them.

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