Quickbooks Desktop

I love how attentive you are to your QuickBooks setup, Mitch. Spotting those details is key to ensuring accuracy, and I’m excited to help you align every column and piece of data just right.

The discrepancies in your reconciliation reports stem from underlying data issues. The correct result from the source name option indicates inconsistencies or incomplete data in the dataset.

I recommend running the Verify and Rebuild Data tool in QuickBooks. Verifying the data checks for corruption and ensures all entries are accurate and complete. Rebuilding the data refreshes the information used in reports, helping to eliminate inconsistencies.

Verify Data:

1. Click the File menu, then hover on Utilities.
2. Choose Verify Data.
3. Wait for the process to complete and follow the on-screen prompts.

Rebuild Data:

1. When QuickBooks has encountered errors after the Verify process, go to the File menu and hover on Utilities.
2. Select Rebuild Data this time.
3. Follow the on-screen prompts to rebuild the data successfully. 

For more detailed guidance on these steps, I recommend checking out this resource article, which provides a comprehensive overview of the Verify and Rebuild Data tools. Verify and Rebuild Data in QuickBooks Desktop.

Additionally, I’ve gathered valuable resources to deepen your understanding of QBDT reporting features and how to customize them effectively. These guides enhance your reporting skills and ensure you get the most out of your QuickBooks experience:

• Understand reports in QBDT
• Customize reports in QBDT

As you navigate the Verify and Rebuild Data process, remember that I'm here to offer my full support at every stage. Should you have any questions or require additional assistance with your reporting, return to this thread. My team and I are committed to providing prompt and thorough assistance in this forum.

I apologise I did email you directly before I checked this site. However just to repeat I had already run the verify tool and it told me the data was OK. I ran both your suggestions and it does seem as if the detail report is now correct and least when I checked on the fields in the report the "Name" not "Source Name" is now selected. The problem remains with the "Reconciliation Report" and as you know it does not have the option of selecting the fields in the report. It may not be relevant but to allow me to proceed I exported the Reconciliation Report to Excel and although initially the detail field showed as it did in QB clicking on the column expanded it to reveal all the data. So the data must be present in QB I just cannot adjust the field width in the report.

Thank you again

Thank you for the detailed explanation, Mitch. Let me direct you to the appropriate support to resolve this issue.

As you have already taken the necessary steps to address the issue, I suggest contacting our QuickBooks Customer Support team. They are equipped with the necessary tools to determine the underlying cause of the problem.

Here's how: 

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
   
   
    
3. Enter the question, keyword, or topic you need help with.
   
   

For more detailed information, such as contact numbers, please refer to this article: Get help with QuickBooks products and services.

Additionally, you can visit this helpful resource to learn about personalizing your reports: Customize reports in QuickBooks Desktop.

If you have further concerns managing your reconciliation reports, loop me in. I'd be glad to assist. Have a good one.

Sorry  for the delay in replying but I cannot find anything about the format of the reconciliation report. Not sure it helps but I found a sort of work around the result of which confirms the data is there just does not present in the correct format. If I export the reconciliation summary as an Excel file, the detail column is very narrow the same as in the QB format but when I click the column it expands to the size of the data which is all correct. In case I did not make it clear the column that's truncated is the names not the actual data. As I am sure you know while some reports provide the ability to adjust the out put the reconciliation summary does not. As I am using the desktop version I opened another company to check if the problem existed and it does. So clearly this problem is in the program itself and I obviously have no idea how to fix. Maybe reinstalling QB desktop would do the trick but I do not really know how to do that and worried about loosing all my data. Do you have any suggestions as to how I could do this safely. Thanks again for your consideration.

Peter

Thank you for sharing your experience, mitchvail. Let's go through some troubleshooting steps to fix this issue.

We can utilize the QuickBooks Tool Hub to fix this crashing situation. This tool is used to deal with network problems, company file damage, performance issues, etc. First, let's run the Quick Fix my Program tool from the Tool Hub to end QuickBooks processes running in the background. 

Follow these steps to download and install the Tool Hub:

1. Close your QuickBooks.
2. Download the QuickBooks Tool Hub file.
3. Open the QuickBookstoolhub.exe file. It gets saved in the download folder.
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. Click Finish.
6. Double-click the icon on your Windows desktop to open the tool hub.

From there, let's run the Quick Fix my Program tool.

1. In the QuickBooks Tool Hub, select Program Problems.
2. Select Quick Fix my Program.
3. Start QuickBooks Desktop and open your data file. 

Once done, please know when you reinstall QuickBooks Desktop, it won’t affect your data at all.

Before you start:

• Download the installer for your version of QuickBooks.
• Have your license number handy. It should be on the original package. If you bought it online, it should be in the purchase confirmation email.

After installing again, you can only open the existing company file or restore the backup file.

Here's how:

1. Open your new version of QuickBooks Desktop.
2. Go to File, then select Open or Restore Company.
3. Select Open a company file, then Next.
4. If you have a backup company file (QBB) instead of a company file (QBW), select Restore a backup copy.
5. Find your company file. Please select it and then select Open.

Read and use this article to learn more about the tool: Download and Install the QuickBooks Tool Hub.

Additionally, I want to share a valuable resource on efficiently managing your reports: Understand reports. Explore the article to gain a deeper understanding of the QuickBooks Tool Hub, including step-by-step instructions on how to download and install this essential software.

If there's any issue or other concerns about managing reports in QuickBooks, please feel free to reach out again anytime. We're dedicated to ensuring that your experience with QuickBooks is as smooth and efficient as possible.