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LindaH69
Level 1

Custom reports not consistent between users.

One user has 22 custom reports (lots of duplicates) and another user has 8 custom reports. Was told on 07/13/2022 that they were aware of this issue and system engineers are already aware of this issue and working to fix . Our account was added as "priority" yet we are still here waiting.

4 Comments 4
MariaSoledadG
QuickBooks Team

Custom reports not consistent between users.

We're always here to make sure that everything is taken care of, LindaH69.

 

I can see how you want for your custom reports to be more consistent with your users. Once you're already added as one of the affected users of this issue, you should be able to receive updates with regards to the status of the case. I would suggest reaching out to our support team again so they can double-check if this has already been resolved, or if it's still in the process of fixing the issue. You can follow the steps below on how to reach them:

 

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter your concern.
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

For more information on what reports that are included in your subscription, check out this article for more details: Reports Included In Your QuickBooks Online Subscription. Aside from that, QuickBooks gives you the flexibility to generate reports in your business. Learn how to export reports to Excel. Go through this article for your guide: Export Reports To Excel From QuickBooks Online.

 

If you still need anything else with custom reports, I'll always be here to help you all the time. 

LindaH69
Level 1

Custom reports not consistent between users.

I've tried your suggestions to talk to a human and going on 3 hours of same repeated questions of "I understand you want to talk to someone- and I'm here to help you get to the right team. What do you need help with?" So so frustrating!  How do I actually speak to a human to get issues resolved that we are paying for?

 

Carneil_C
QuickBooks Team

Custom reports not consistent between users.

I can imagine the hurdle you’ve been through when trying to reach out to our contact support team, @LindaH69

 

Please know that this isn’t the kind of impression that we'd like you to have. I know you're putting so much effort and time into getting a resolution to your concern with reports. I’ll make sure you get routed to the right direction of support to get this sorted out. 

 

Another way is to reach out to our QuickBooks Online Support by getting their contact details through this article: QuickBooks Online Support. You’ll just have to scroll down to the bottom part and see their contact information from there. 

 

To ensure we address your concern on time, you may consider checking our support hours when contacting our support. 

 

Once settled, feel free to visit these handy resources to learn more about personalizing the format of your reports and saving their current customization settings: 

 

 

Please bear with us as we're working on this. Keep me posted if you still have questions or concerns about managing your reports or other QuickBooks Online-related tasks. I'll be around for you. Take care always. 

GBP115
Level 1

Custom reports not consistent between users.

My Firm is experiencing the same problem immediately upon going to Quickbooks online.  We opened a ticket with Quickbooks Advanced Support and all we are getting is a run around from support - not getting anywhere to fix the problem.  We are told this is an ongoing problem and the "techs" are fixing the problem.  I doubt that.  I can not get a timeframe.  As far as I am concerned this program is useless and garbage.  We have users that have 10 copies of reports, 8 copies of a report, one copy of a report and so on.  This is crazy and completely wrong.  The program does not sync properly and needs to be corrected immediately. Why pay for a program when it does not work correctly.  

Also the program spins and spins to get any feature to just work.  It is crazy slow.  

Terrible program!

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