General Ledger Report

GeorgiaBurrowes · ‎May 31, 2022

We use class for mostly all transactions (invoices, bills, credits) and have been running the general ledger report with the class column ticked to export to excel and put into a pivot table.

I have run the general ledger today and there are a huge number of transactions that are showing the class as blank however when I click into the transaction the class is there.

I have cleared my cache and tried running for a smaller time period and this has not changed anything.

Any ideas? This is crucial for our month end reporting.

MichelleBh · ‎May 31, 2022

I have other troubleshooting steps to help fix the General Ledger report issue, @GeorgiaBurrowes.

Clearing the cache is a good starting point to help fix the issue. Thanks for doing that before posting here in the Community. I want to resolve this issue so you can review your class transactions at the soonest moment.

Make sure your default browser is in the latest release. Thus, you use QuickBooks without any issues. Below you will find a list of supported browsers and their versions.

Google Chrome: version 78 or newer
Mozilla Firefox: version 76 or newer. Note: To preview and print forms on Mac OS, you'll also need the Firefox PDF plugin.
Microsoft Edge: version 75 or newer
Safari: version 12 or newer (Mac only)
Opera: version 68 or newer
Samsung: version 10 or newer

For more details, see this link: System requirements for QuickBooks Online, Accountant, Payroll, and QuickBooks Self-Employed.

Once confirmed and the problem continues, I suggest logging your account across different supported browsers. If the issue persists, I'd suggest contacting our Customer Care Team. They have extra tools to review your report settings and provide additional troubleshooting steps.

Here's how:

Go to the Help menu, then click Contact Us.
Type your concern in the box and tap Let's talk.
Choose either Get a call or Start a chat.
Complete the required data and submit the request.

Make sure to contact them within business hours to ensure a swift response.

Moreover, check out these articles below to find out more about classes usage limits and how to personalize reports in QuickBooks:

Feel free to ask me if you have further questions about classes and reports in QuickBooks. I'm always willing to help you. Keep safe.

GeorgiaBurrowes · ‎May 31, 2022

Hi,

Thank you for your response. As the issue appears only for some parts of the report I do not think it is a browser issue.

However I have checked other browsers as suggested and still have the same issue. I will contact QB directly

Thanks

Georgia

Tori B · ‎May 31, 2022

You're certainly welcome, @GeorgiaBurrowes.

Thanks for following up with us and letting us know that you've tried the suggested steps provided by my colleague above.

Our support team will investigate this matter further to see what's causing the issue, and help resolve it. Please let us know how it goes, and feel free to reach out to the QuickBooks Community at any time.

Take care, and have a wonderful week ahead!

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