I'm here to back you up to ensure everything reports correctly, @lisa-poyser.
A company’s statement of activities is a record of transactions that happened over a period of time. To show more detailed information, I'd suggest running the Statement of Activity Detail report. Make sure to select the correct dates.
Here's how:
- Go to the Reports menu.
- Look for "Statement of Activity" and select it.
- Modify the reporting period.
- Click Run report.
If some information is missing, let's perform basic troubleshooting to sort it out. Issues like this are usually the result of outdated or corrupt cache files in your web browser. Browser caches help speed up basic browsing. It allows you to save more time when loading repetitive images or information. However, it can impact processes and cause this unexpected behavior when your browser accumulates too much historical data.
We can start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
- Chrome: Ctrl+Shift+N
- Firefox: Ctrl+Shift+P
- Safari: Command+Shift+N
If it's reporting properly, I recommend that you clear its cache. By clearing the browser's cache, you can remove that historical data and access QuickBooks with a clean slate. Alternatively, you can run QBO on another supported browser to see if it has something to do with your browser.
Furthermore, there are various financial reports available in QBO that give you snapshots of different areas of your business. You can also personalize them and focus on the details that matter the most to you.
Keep in touch with me here should you need further assistance in customizing your reports. I'm always available to help.
