My trial quickbooks online version is missing the Vendor Balance Detail Report. Where/how do I get it?

Gemini2 · ‎January 08, 2023

FateCandylaneT · ‎January 08, 2023

It's great to have you here in the Community, @Gemini2. I'll share some details about Vendor Balance Detail reports in QuickBooks Online (QBO).

With QuickBooks, running Detail versions of standard reports only applies to QBO Essentials, Plus, and Advanced versions. If you're subscribed to the QBO Simple Start trial version, the Vendor Balance Detail report won't appear because this plan doesn't include a billing feature.

However, if you aren't using a Simple Start version, sometimes stored cache files within your regular browser can cause an interruption in using our features. We can perform some troubleshooting steps to rule out the potential of a webpage issue. That said, I'd suggest opening your QBO trial account in a private browser. Please refer to these keyboard shortcuts to open one:

Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Shift + N
Google Chrome: Ctrl + Shift + N
Microsoft Edge: Ctrl + Shift + P

If you're able to run the report, you can return to the default browser and clear its cache.

Also, you can check out this article to learn more about running and customizing financial reports: Customize reports in QuickBooks Online. This way, it helps you to focus on the details that matter the most for your business.

I've added this article to learn some insights about the specific ways to customize your reports: Common custom reports in QuickBooks Online. That said, this allows you to personalize these to fit your business needs.

You can always reply again if you require further assistance with running a report in QBO. We'd gladly assist you anytime. Take care!

View solution in original post

FateCandylaneT · ‎January 08, 2023

It's great to have you here in the Community, @Gemini2. I'll share some details about Vendor Balance Detail reports in QuickBooks Online (QBO).

With QuickBooks, running Detail versions of standard reports only applies to QBO Essentials, Plus, and Advanced versions. If you're subscribed to the QBO Simple Start trial version, the Vendor Balance Detail report won't appear because this plan doesn't include a billing feature.

However, if you aren't using a Simple Start version, sometimes stored cache files within your regular browser can cause an interruption in using our features. We can perform some troubleshooting steps to rule out the potential of a webpage issue. That said, I'd suggest opening your QBO trial account in a private browser. Please refer to these keyboard shortcuts to open one:

Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Shift + N
Google Chrome: Ctrl + Shift + N
Microsoft Edge: Ctrl + Shift + P

If you're able to run the report, you can return to the default browser and clear its cache.

Also, you can check out this article to learn more about running and customizing financial reports: Customize reports in QuickBooks Online. This way, it helps you to focus on the details that matter the most for your business.

I've added this article to learn some insights about the specific ways to customize your reports: Common custom reports in QuickBooks Online. That said, this allows you to personalize these to fit your business needs.

You can always reply again if you require further assistance with running a report in QBO. We'd gladly assist you anytime. Take care!

Gemini2 · ‎January 09, 2023

I tried the following, but still cannot find the Vendor Balance Detail Report:

1. Opened QBO trial account in a private browser + cleared cache

2. Upgraded to QBO Plus

Please suggest other options.

ZackE · ‎January 09, 2023

Thanks for getting back with the Community, Gemini2. I appreciate you performing FateCandylaneT's troubleshooting steps.

Since you're using a Plus subscription, which does have a Vendor Balance Detail report available, but still aren't able to find it in your Reports area, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

Use the Help (?) icon.
Click Contact Us.
Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
Select Start messaging or Get a call.

Be sure to review their support hours so you'll know when agents are available.

I'll be here to help if there's any questions. Have a great day!

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My trial quickbooks online version is missing the Vendor Balance Detail Report. Where/how do I get it?