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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.

    J
    jvilla07
    November 5, 2021

    Hello, Kevinchoi1.

     

    I appreciate the screenshot you've provided. Let's get this sorted out.

     

    Are you referring to the Profit and Loss report under the Favorites?

     

    If so, you can find the report under the Business Overview section and mark it as Favorites by clicking the Star symbol. Let me walk you through the process.

     

    1. On the Reports screen, scroll down to Business Overview.
    2. Find the Profit and Loss report and click the Star symbol or icon.
    3. This will put the report back to the Favorites section.

    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.

     

    Feel free to leave a reply below if you need more help with the profit and loss or anything about QuickBooks reports. I'm always here to help. Have a good one.


    The thing is that the recent update ERASED ALL MY CUSTOM REPORTS that I created, as volunteer with very limited time for our non-profit, over the last 1 year. I am not talking about basic or favorite of basic reports either.

    This the second 2 in last year that I've used QB that they have done a MAJOR UPDATE WITHOUT WARNING that caused major issues with function and ability to use efficiently!!  We may have to look at alternatives for accounting if QB will, without warning will get rid of lots of work, unless they provide a way to retrieve ALL my lost work. In other words, how do I get back all custom reports?

    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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