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Gryborn
Level 1

Is anyone else experiencing custom reports randomly removing accounts from the report

We keep having random accounts be un-selected from custom reports.  This is occurring in Enterprise 2019.

5 Comments 5
Candice C
QuickBooks Team

Is anyone else experiencing custom reports randomly removing accounts from the report

Good afternoon, @Gryborn

 

It's great to see a new face here in the Community. Let me share some information that may help your custom report problem. 

 

With accounts being removed from the reports, using our Verify and Rebuild tool would be the best route. This tool will help bring back missing information and fix common issues with the system. Here's how: 

 

Verify Data

 

  1. Click Window and then Close All
  2. Go to the File menu. 
  3. Hover over Utilities
  4. Press Verify Data

 

Rebuild Data

 

  1. Go through steps 2-3 from above. 
  2. Choose Rebuild Data
  3. Press OK when receiving a message to backup your company file. 
  4. Tap OK when you get another message stating Rebuild has completed

 

It's that easy!

 

I hope this helps. Come back if the issue persists. It's my priority that you're able to get this handled. Have a wonderful day! 

Gryborn
Level 1

Is anyone else experiencing custom reports randomly removing accounts from the report

I appreciate your suggestion.  However, I have no problem fixing the report.  The problem is that it keeps randomly un-selecting the accounts from the reports.  It is easy to go back in and re-select them, but I want to know why it does it and if a patch will be sent out to correct this issue.

Gryborn
Level 1

Is anyone else experiencing custom reports randomly removing accounts from the report

I appreciate your suggestion, however, that is not my issue.  I know how to fix it, my problem is that it keeps happening.  I want to know if anyone else is having this issue and if a patch is being released to correct the problem.  I can easily fix it, but I should not have to continually go back in and fix it.

RenjolynC
QuickBooks Team

Is anyone else experiencing custom reports randomly removing accounts from the report

I appreciate your time getting back here, Gryborn.

 

I'd like to add some additional info and steps.

 

It's possible that the account is not part of the default data for that specific report. This is why the custom report is randomly removing them. The steps shared by my colleague above is one of the basic troubleshooting when you encounter an unusual behavior in the company file. 

 

In the meantime, you'll want to create a memorized report and include the accounts you want to display. You can check out this article for the instructions: Create, access and modify memorized reports

 

To get the latest update and to keep your QuickBooks Desktop safe from any malfunction, you can follow the Schedule future automatic updates steps in this article: Update QuickBooks Desktop to the latest release.

 

If you're experiencing the same issue on the memorize report, I recommend contacting our Customer Care Team. They can review your account and investigate what's causing this behavior.

 

Please take note that our support hours for QuickBooks Desktop Pro, Premier, and Plus is available from M-F 6 AM to 6 PM PT. For QuickBooks Desktop Enterprise, we're available any time, any day. 

 

Here's how:

 

  1. In your QuickBooks Desktop program, go to Help QuickBooks Desktop Help.
  2. In the Have a Question window, click the Contact Us link at the bottom.
  3. From the Contact Us page, select any topics.
  4. Under Here's how to connect with a QuickBooks expert section, click the Start a Message or Get Phone Number button.

If you want to contact us using a direct phone number, you can check it out in this link: Contact QuickBooks Desktop support.

 

You're always welcome to reply on this thread if you have any additional questions or need help with other concerns. Me and my colleagues are here to help. Take care and stay safe.

Gryborn
Level 1

Is anyone else experiencing custom reports randomly removing accounts from the report

Let me say it again, as there seems to be some confusion.  This is a memorized, custom report.  I know how to manage accounts, add accounts or remove accounts from the report.  I know how to save the report after any alterations.  The problem is that once those changes have been made and the new version of the memorized report has been saved, it will randomly remove accounts.  Not always the same account(s) and not every time.

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