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caringrk
Level 1

Previous Reconciliations Showing as PDF

Hi

I'm using Quickbooks Enterprise 2018 Desktop and one of our users is having this issue

One of our users is trying to go back to previous reconciliations (reports – banking – prevous reconciliations) and for some of them they are just coming up as a PDF file not with the whole menu of options as below.

 

Does anyone know why that would be happening?

 

 

8 Comments 8
ZackE
Moderator

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!

caringrk
Level 1

Previous Reconciliations Showing as PDF

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)

caringrk
Level 1

Previous Reconciliations Showing as PDF

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)

MJoy_D
Moderator

Previous Reconciliations Showing as PDF

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!

caringrk
Level 1

Previous Reconciliations Showing as PDF

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.

AileneA
QuickBooks Team

Previous Reconciliations Showing as PDF

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.

caringrk
Level 1

Previous Reconciliations Showing as PDF

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

JenoP
Moderator

Previous Reconciliations Showing as PDF

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: 

 

 

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

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