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August 8, 2021
Question

Missing customize reports option

  • August 8, 2021
  • 1 reply
  • 1 view

I have a user unable to create custom reports and the customize reports options is not available for them.

What could be causing this issue and how can I resolve it?

 

 

1 reply

JoesemM
QuickBooks Team
August 9, 2021

It's good to see you here in the Community, @Borders2books.

 

QuickBooks Online (QBO) uses browser cache and cookies to perform to its best. However, there are times that the browser is full of frequently accessed pages. This will cause some unusual responses like the missing customize button.

 

To single out the cause of this unexpected behavior, you may need to inform the user to open their account using a private browser and access the reports from there. This will help us determine if the issue is browser-related.

 

Here are the different keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once done, try to customize the report again. If it works, you can go back to your regular browser and clear your cache and cookies. If the issue persists, I'd also suggest printing your reconciliation report using other supported, up-to-date browsers.

 

To learn more about customizing and memorizing reports in QuickBooks, see these articles:

 

 

Also, here's an article that'll provide you the complete list of available payroll reports in QBO: Run payroll reports. It also includes their description, how to print one, and marking them as your favorite, to name a few.

 

Feel free to add a comment below if you have other questions about creating reports or any QuickBooks related, I'll be always here to help you. Wishing you the best!

August 11, 2021

Hi Josem M,

 

thanks so much for reply! I had no idea that not clearing cache and cookies could cause Quickbooks to have unsual responses.  I'll give it a go and see what happens!  thanks!