I can't refresh my report.

Hi poplolly,

Yes, the Mac version is different, and I see that you found the way to do it, so we'll fix the refresh issue.

Please update QuickBooks to download the latest release that includes minor fixes. After that, you'll want to run the Verify and Rebuild Data utilities to check data issues and fix them.

Please feel free to share an update after doing the steps above.

 That does seem to have helped, thank you.

  A corresponding question, though...  if I did not have the auto refresh enabled, how would I refresh the report manually?  There's not even any mention of it in the Help files.

And why would I need to verify and rebuild my data? That sounds terrifying!  Does it randomly corrupt data if you don't have the latest and greatest update installed every time?   

Since it was only selected accounts included into the new report, I had to select only the ones I thought were already in the report, minus the categories I did not want.  I must have selected or deselected something I did not know was or should be included or not included, because now the report includes all the totals from estimates as well, and has thrown the numbers off completely.  How can I make sure the report only includes actual receipts and not estimates?  

The fact that QuickBooks lumps so many things under "accounts" and makes no differentiation for categories, is confusing and frustrating.

Thanks for trying to help me sort this out.  

I can provide additional insights about getting the data you need on your report, poplolly.

QuickBooks lets you customize the report depending on your business needs. You can change the filter to see receipts and exclude estimates.

On your selected report, go to the Filter tab, then mark the box you want to use for the filter. To learn more about this, check out this article: Customize reports in QuickBooks Desktop for Mac.

I'm adding this link if you have any other QuickBooks Desktop for Mac concerns: https://qblittlesquare.com/.

Let me know if you need anything else on your reports by commenting below. I'll be right here to help you.

Thank you for your reply, but I'm no closer to a solution.  I've done everything you've mentioned several times.  The problem is that I need filters and sub-filters.  In particular, when I try to open a P&L report, under "account", the filter by default automatically includes "all income/expense accounts".  This is what I want to start with.  Then I want to take away just 4 categories from those.  (certain taxes, medical, etc).  I can't seem to do that.  If I change the filter to "selected accounts", a completely different list of other categories/accounts come up as options and is difficult to sort through, not to mention time consuming.  I almost got it at one point, but apparently selected some account that ended up adding estimate totals in with actual receipts, throwing everything off very badly.

 I'm about to give up and do it manually, which is not elegant.  I ended up exporting it to Excel/Numbers and filtering it that way.  But with the cost of Quickbooks and the constant upgrading I have to do, I should not have to do that.

 Am I missing something?

We appreciate you for keeping us posted and providing additional details about this, poplolly.

Yes, exporting the report to Excel would be our best option to further filter the data. Meanwhile, you mentioned that you almost got the data you need when filtering the Account. There's a possibility that you have included the split details which resulted to displaying the estimate totals with actual receipts. I'd recommend reviewing the filters to to see if they are set correctly.

We'll take note of your idea of having another sets of sub-filters to thoroughly dig the data on your reports. Our Product Development Team might be able to consider this idea and include it on the future updates.

Keep us posted so we can check on this.

Thank you for your reply.  A sub-filter set would be awesome. I hope they will do it.  And a check box so you can "select all" and "clear all" and then the ability to check the individual ones you do or don't want.

I will try the report again with your suggestion.  I'll re-post.  But it takes so dang long to check all those categories/ accounts...  

Did anyone come up with the answer to the question of how to refresh a report in QuickBooks Desktop for Mac? 

Hey there, Salynn.

While the option to refresh a report in QuickBooks for Mac is currently unavailable, I'd suggest submitting feedback to our product developers to help improve your experience while using the program. I'll guide you how:

1. Click QuickBooks and choose Preferences.
2. From the Preferences screen, select Feedback.
3. Enter your suggestions and hit Submit Feedback.

I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

If I can be of additional assistance while working with QuickBooks, don't hesitate to let me know. I'd be more than willing to lend you a hand.