Previous Reconciliations Showing as PDF

Welcome to the Community, caringrk.

To verify my understanding, when this user's running their previous reconciliation reports, is their Transactions cleared plus any changes made to those transactions since the reconciliation option on the Select Previous Reconciliation Report window greyed out?

Also, is this only occurring with your one user, or are others encountering the same issue?

I'll be looking forward to hearing back from you. Have an awesome day!

This is not the issue I am having.

The issue is that the previous reconciliations are only coming up as a pdf -without any menu (see image)

This is not the issue we are having.

The problem is when we go to previous reconciliations some of them only show as a pdf without a menu (see image)

I can help you in resolving the error you have with the report, @caringrk.

First, make sure to have the latest release to fix known issues, add features and enhancements, as well as update compliance information. See this article for detailed guidance: Update QuickBooks Desktop to the latest release. 

If you're still having an error after generating the report, try running the Rebuild and Verify Utility tool to fix possible data damage on your company file.

Please follow the steps below:

1. Open your company file again.
2. Go to the File menu, then select Utilities and choose Rebuild Data.
3. Click OK in the QuickBooks Information window.
4. Wait until the repair is done. Then, click OK.
5. Then, go back to the File menu and select Utilities and choose Verify Data.
6. Click OK if QuickBooks doesn't find any problems. Or Rebuild Now if it finds issues with your company file.

I'm adding this article for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file.

This article will guide you in resolving previous bank reconciliation report issues: Resolve common issues on the Previous Reconciliation report.

I'm always here if you need further help with your report. Just let me know by leaving a reply below. Take care and have a wonderful day!

But I"m having it only with some reports. I would think it would just be a setting or the like that needs to be changed.

Hello, caringrk. 

Since my colleague has already provided the necessary troubleshooting, the next thing we can do is repair your QuickBooks program. This feature help fix any program-related errors like not being able to show other details in the reports. 

Before doing the process, let's create a backup copy of your file to avoid data loss. 

Now, let's go ahead and repair the software. Here's how: 

1. Click the Start or Windows menu.
2. Go to Control Panel.
3. Click Programs and Features.
4. Select QuickBooks, then click Uninstall/Change.
5. Click Continue, then Next.
6. Select Repair, then Next.
7. Wait for the repair to complete, then click Finish.
8. Restart your computer if prompted.  

Other wise, you can refer to this link if need other troubleshooting steps for the repair process, please refer to the article I'm adding: Fix QuickBooks Desktop (Windows). 

However, If none of the solutions resolve this, I highly suggest contacting our QuickBooks Desktop Support Team. They can further investigate why you're unable to view other details in the reports.

To contact them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Enter your concern, then select Continue.
5. Choose a way to connect with us. 

Check out this article on how QuickBooks generates reports in QuickBooks Desktop: Understand reports.

Also, this guide provides an overview of how to keep the customization set on the report: Create, access, and modify memorized reports.

Stay in touch with us if you have other questions. I'm more than happy to help. Take care.

He provided troubleshooting for the wrong problem. He did not understand the issue.

We'd really love to have this sorted out for you, caringrk.  

It looks like all possible troubleshooting steps that we can share in the Community have been shared. I can also see that you've already reached out to our Technical support team about this.   

However, I would still recommend reaching out to them again. That next again that will receive your call will be able to review the notes on the previous call and check for more options that can resolve the issue. They can also screen share with you to take a closer look at the reports and sort this out.   

Check out this article to get their contact details: Contact QuickBooks Desktop Support.  

I'd also like to share a couple more articles with you just in case you need more references when working in QuickBooks: 

• Set Report Preferences 
• Fix Issues When You're Reconciling In QuickBooks Desktop 

You can always count on us if you have other concerns or inquiries. We'll make sure that everything is working fine for you. 

I have this problem too.  Did you find a solution to fix it?

I appreciate you for joining this thread, Joan. There are reasons why the previous reconciliation is showing a PDF file when you access it. I'll share the information about this, and if it's an error on your end, a resolution will be provided.

Please know that if you run a previous reconciliation report and select the Transactions cleared at the time of reconciliation from the In this report, include tab, this will display as a PDF file. 

However, if this isn't the case, let's perform some troubleshooting steps to show your previous reconciliation in the correct file form. Let's start by ensuring that your QuickBooks Desktop (QBDT) is up-to-date since outdated accounts can lead to issues like this.

If your QBDT is updated, let's use the Rebuild and Verify Utility tool to determine what's wrong with your company file that causes the error when running a previous reconciliation report. Here's how:

1. Select Utilities from the File section in your account.
2. Choose Verify Data. If there's an error message you can search it in QuickBooks Desktop support site for how to fix it.

Once it shows Your data has lost integrity, let's rebuild it to fix it. You can check out this article and go to the Rebuild your company file data section for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

Furthermore, your data is clean if it shows that QuickBooks detected no problems with your data. This time, we can run the QuickBooks Tool Hub to help fix common errors for report displays and functions in QBDT. Ensure to create a backup copy of your file before performing this so you'll have a duplicate in case an error occurs.

If the issue persists after performing the troubleshooting, I recommend contacting QBDT Technical Support to help you review your account in a safe environment and provide you with the exact resolution.

I'll also add this article so you can save important customization of a particular report that can be used in the future: Create, access, and modify memorized reports.

Let me know if you have additional questions about the display of your previous reconciled report. We'll willing to offer you help anytime. Keep safe always, and have a good day.

Hi Bryan,

Thaks for reponding to my message.  However, the solution didn't help becasue I am using an older version of Quickbook Pro 2016 desktop version and I believe there was no more update or supports for that version by QB.  The actual problem is this:  I am okay when it generated a PDF file, but the last right column was not displayed on the same page and that last column went to the second page, it appears the right margin was not wide enough for display all the columns on the page. Not only the previous reconciliation report had that issue, the normal reconciliation report aslo had the same problem.  Also, there's no setting on that PDF file for the page margin or during print to fit all in one page, because that was generated by QB.  I have the same QB version on another computer but doesn't have this problem, all the columns on the reconciliation reports fit into the same page when it's generated. Just that this computer's QB had this problem.  I wonder where can I find the setting to have all the columns be displayed on the same page.  The reconciliation report and previous reconciliation report were generated in a different method, even is PDF file, the rest of other reports e.g. Profit & Loss statement, Balance Sheet, those allow to print to Excel and that I could adjust each column's width, just not the reconciliation report, it totally generated a PDF without adjustment allowed.

I value your dedication to following the troubleshooting steps recommended by my colleague, Joanchan. Since you mentioned that another computer with the same version of QuickBooks Pro 2016 does not have this issue, it will be worth checking a few settings on the computer experiencing the problem.

• Ensure Your PDF Printer Driver is Up-to-Date: The problem could stem from an outdated or corrupt printer driver. Verify that the PDF printer driver on the problematic computer is current, or consider reinstalling it to see if this resolves the issue.
• Utilize the QuickBooks Print and PDF Repair Tool: Although QuickBooks Pro 2016 is no longer supported, using the QuickBooks Print and PDF Repair Tool could help remedy the situation. Download and execute this tool on the computer facing difficulties.
• Adjust Margin Settings in Your PDF Viewer: Once the PDF is created, open it in your PDF viewer and explore any adjustable margin settings prior to printing the report directly from the PDF application.

I also suggest considering the option of reaching out to a qualified IT professional who can provide expert assistance tailored to your needs.

Since QuickBooks Pro 2016 is no longer supported by Intuit, options can be limited in terms of direct support from QuickBooks. However, you may want to consider upgrading to a newer version of QuickBooks which would not only provide you with enhanced features but also ongoing support for issues like this.

Moreover, you can reach out to our support team if you need further assistance with the upgrade.

I'll be around if you still have questions or clarifications of any QuickBooks Desktop-related concerns. You can come back on this thread or generate a new post, by simply clicking the Reply button below and I'll assist promptly.

Hello Claire,

Thanks for reponding. I have tried the solutions but it doesn't work.  I compared the Quickbooks (2016 Desktop) on both computers (let's say computer'A' -had the issue and computer 'B'-no issue on the reconciliation report).  When the PDF file was displayed, A is different than the B, PDF on A looks simple, PDF on B looks have more tools.  I'm use Adobe Acrobat on A, and Adobe Acrobat X Pro on B.  Could this be the different of Adobe i used. The PDF display looks just weird on A, because the fonts are bigger and probably the last right column was not fit into the same page but displayed on the following page (just one column on the second page). I am curious is there setting to change the font's size make them smaller before QB generate the PDF file of reconciliation report?  I know how to change font fize on other reports, but for reconciliation report, it worked different, QB just generated (displaying) it without any customization meaning there's no options to choose unlike other reports it can create Excel...print to PDF, printer, etc with the customization button but the reconciliation report is different.  I also wish to know is there setting on QB to choose a PDF generator.  Or is it something to do with PDF converter.  I don't really know how that reconcilition report (pdf) was being displayed, like what pdf generator does it used. 

Thank you for providing a detailed description of your concern and performing the suggested resolution, Joan. Let's work together to correct the formatting issues with your reconciliation reports.

Adobe Acrobat Pro X and other versions of Adobe Acrobat may handle PDFs differently, causing variations in font rendering and layout, as you described. I recommend installing Adobe Acrobat X Pro on Computer A. This will help determine if the formatting issues in your reconciliation report are due to the differences in PDF software versions.

Moreover, we can perform a few basic troubleshooting steps to resolve the issue of being unable to customize your reconciliation reports. We can begin by verifying your company data to address any potential file-related issues.

Let me guide you on how:  

1. Click the Window tab, then select Close All.
2. Go to the File menu and hit Utilities.
3. Choose Verify Data. If you see: 

• QuickBooks detected no problems with your data: The data is clean. 
• An error message: We can search for it on our QuickBooks Desktop support site on how to fix it. 
• Your data has lost integrity: Data damage is detected. Rebuild your data to fix it.  

Then, we can Rebuild your company file data to ensure we can fix any issues. 

However, if the issue persists, use the QuickBooks Desktop Tool Hub to fix common QuickBooks Desktop issues. Specifically, select the Program Problems tab after completing Step 1 to resolve the common PDF and print-related issues.

Regarding your question about selecting a different PDF generator, QuickBooks doesn't have a specific setting for this function. Instead, it generates PDFs using the PDF software installed on your computer.

Here are some extra resources to enhance your understanding and skills in report personalization and reconciliation management:

• Set report preferences
• Create, access, and modify memorized reports
• Fix issues when you're reconciling in QuickBooks Desktop

Our Community expert team is ready to guide you through any complexities in your reconciliation report. If you encounter challenges or need clarification, we're just one click away, committed to providing comprehensive and timely assistance.

Hi Erika,

Thanks for offering solutions. 

I can't install the Adobe Acrobat Pro X to Computer A, as the license is for one computer only.  This computer with the installed Adobe Acrobat is a paid subscription. 

I have also done the verify data, found No Problem.

It doesn't seem like it's the PDF generator (Adobe Acrobat) that causes the issue, because I also have several other bank accounts in Quickboos, when generated the reconciliation report or previous reconciliation report for the other bank accounts, all the columns fits into one page (there're total 7 columns: Type, Date, Num, Name, Clr, Amount and Balance.  However on this particilar bank account only that generated with 6 columns, and the last columns (Balance) was not able to fit into the one page and displayed on the second page.  If this is the PDF generator (Adobe Acrobat) problem, how do you explain this because all other bank accounts reconciliation report have no such issue, it just doesn't make sense.

I also tried to uninstalled and reinstalled Adobe Acrobat, same problem.