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FrustratedIntuser
Level 3

Final balance in a transaction report in modern review is missing

Where's the account balance total?

 

"Modern" report

Screenshot 2024-07-08 205742.png

"Classic" report

Screenshot 2024-07-08 205725.png

6 Comments 6
ShyMae
QuickBooks Team

Final balance in a transaction report in modern review is missing

Hello there, customer.
 

In QuickBooks Online, there are various transaction reports available, some of which may need to be customized to show the total balance.
 

To provide an accurate solution, we kindly ask for additional details regarding the specific transaction report you pulled up. 
 

We are fully committed to assisting you and value your collaboration. Please don't hesitate to respond by clicking the button below.

FrustratedIntuser
Level 3

Final balance in a transaction report in modern review is missing

Your response is BS and does not address at all what I posted. Please stop wasting my time with bot responses.

ZackE
Moderator

Final balance in a transaction report in modern review is missing

Thanks for following up with the Community, FrustratedIntuser.

 

To verify my understanding, which transaction report are you working with? The reason I'm asking is because QuickBooks has various transaction-based reports, some of which function differently. Once I have this information, I'll be able to do further research on my end.

 

As ShyMae mentioned, for the time being, you can check the report's customization settings to see if a certain filter may be preventing your final balance from displaying. Reports can be customized by clicking your Customize option.

 

I've also included a couple additional troubleshooting processes which I'd recommend trying for the time being:
 

 

Please report back with your troubleshooting results. I'll be looking forward to your reply. Have an awesome Tuesday!

FrustratedIntuser
Level 3

Final balance in a transaction report in modern review is missing

I started with the Trial Balance, then drilled down to an account. In modern view, the opening balance is 0 regardless of which date period I select. The final balance as shown on the Trial balance is not given. That is in the default modern mode. It does not matter how I sort or filter, the result is the same.

However, toggling to classic view provides all that basic information. 

What I need is the opening balance, changes and final balance of a balance sheet account (prepaids, in this case) prepaid accounts for the prior quarter. The prepaids are grouped under a parent account, so to see them all on one sheet would be great. This was a breeze in desktop.

 

 

SarahannC
Moderator

Final balance in a transaction report in modern review is missing

Hi. I appreciate the additional details you shared. I understand the importance of obtaining the information you need through filtering and customizing the report using the modern view. I suggest sending your feedback directly to our product developers so they can evaluate your idea. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion. Then, Next.
     

Additionally, you can check this article for insights about handling sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have other concerns, you can utilize this thread. We're here to help in any way that we can.

FrustratedIntuser
Level 3

Final balance in a transaction report in modern review is missing

It's always the same answer from you people. I'm not sending any notice to your developers. I've got better things to do than be your unpaid beta tester.

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