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V
vonsterlynn
November 4, 2018
Question

quickbooks online missing basic reports

  • November 4, 2018
  • 3 replies
  • 0 views

I just set up Quickbooks online today.  when I click" reports" there is no balance sheet or profit and loss.  in fact, the reports area is missing alot of reports.  I'm not sure what's going on, but it looks like a defect in the program.  when I search for "profit" in the report search bar, nothing shows up.

    3 replies

    john-pero
    john-pero
    Level 12
    November 4, 2018

    Sounds like you bought [removed by moderator] Simple Start. Each version has different available reports and Essentials will have what you need

    V
    vonsterlynnAuthor
    November 4, 2018

    Not at all.  I am supposed to have Quickbooks Plus, which is the version indicated in the subscription area.  And I have other elements of plus.  but virtually no reports.  see attached, the full list of business reports.

    The report headings are Standard, Custom and management.  It looks like it should have other headings.

    S
    SDR19
    May 8, 2019

    Hi there, @SDR19, 

     

    I'm here to ensure the other user can access your Statement of Activities and Statement of Financial Positions. 

     

    Just to confirm, did you assign a limited access to the other user? If so, this might be the reason he/she is unable to view these reports. 

     

    To help fix this, let's check the user access and edit the user settings. Here's how: 

     

    1. Go to the Gear icon at the upper right. 
    2. Select Manage Users under Your Company.
    3. Click Edit to view the user's access rights. 
    4. Choose All or select the type of access you like this user to have.
    5. Click Save. 

     

    After that, you'll have to ask the user to sign out from your QBO account. Then, he/she will be able to see the two reports. 

     

    For more information, here's a great article you can refer to: How to Add, Delete, or Change A User's Access. 

     

    That's it, @SDR19. I'm here anytime you have other concerns. Have a good day.


    I am the Master User and I do not have the option to run a "Statement of Activity" report or a "Statement of Financial Position" report.

    R
    RishBR
    November 10, 2021

    Hi @vonsterlynn,

     

    Rishika here from Better Reports!

     

    I think our app Better Reports can show this easily. I have attached a screenshot below that shows the sample built-in Profit & Loss report.  

     

    Also, there are other built-in reports available like “Balance sheet”, “Profit and Loss by Class”, “Profit & Loss by Account”, etc. We can create custom reports as well, based on your business requirements. 

     

    It is also possible to filter the report for a specific period, and schedule the reports to be sent automatically to your email or Google drive at a regular cadence.

    What do you think?

    S
    Susan CRA
    January 4, 2024

    I've been using the online version for many years and ALL of my custom reports that I use daily are all gone. It's blank.  WHY???

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