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chall742
Level 1

Custom report not saving

Hi,

I have a custom report that is sent out monthly. It's a fiscal year to date vs budget report, as of last month's end (ie., in July it sends out FY to date to June 30). For some reason, this month it sent the report but everything was monthly. It should be YTD - annual. I customize, it looks fine, close, reopen, and it's back to monthly numbers. Any advice?

Thank you!

1 Comment 1
MirriamM
Moderator

Custom report not saving

Hi there, @chall742. Thanks for reaching out to us.

 

I've replicated this in my sample QuickBooks Online (QBO) account to be sure. And when I checked the custom report, it looks fine. I also checked if there's a reported concern about this but haven't found one.

 

To isolate the issue, let's try opening your account in a private (incognito) window. Using a safe browser and accessing the program from there can usually fix the issue.

 

Check out these keyboard shortcuts:

  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox) 

After that, try to check the custom report. If it works, go back to your default browser and clear cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information.

 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

 

Please let me know how it goes. I'll be looking forward to hearing back from you. Have a great day!

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