QuickBooks Online, recent invoices (from June 14) do not appear in Report with work around

NTI7405 · ‎June 15, 2023

This issue is reported and with the developers for a fix (Removed)

Hopefully this post in only relevant for a few hours or days. I will update when the issue is fixed.

Behaviour

Invoices created 6/14 or later were not showing in exiting Report (had been working for 4+ months and worked for invoices created before 6/14, even if their Invoice date was later changed to 6/14).

Created new Reports with either "creation wizard" or "adding data columns".

Invoices created June 14 or later would never appear.

Work Around

Accessed the old, pre-wizard reports from Dashboard Sales (see attached image).

Older report generator could see all invoices. We use as a work around

Hopefully this gets fixed soon.

Rasa-LilaM · ‎June 15, 2023

Hello there, NTI7405.

Thank you for sharing an alternate method of getting the invoices to appear in the Reports Center. Other users dealing with similar issues will surely benefit from this information.

I advise contacting our QuickBooks Online (QBO) Care Team to learn more about the progress of the investigation. One of our specialists will review the case notes from your prior call or chat and provide updates from there.

To obtain the support information:

In your company, head to the Help icon in the upper right to display the support window.
Choose the Assistant tab and then enter a brief description of your concern in the Type something field.
Click the Get help from a human link and type a phrase or keyword in the What can we help you with? box.
Press the Continue button to view the support options.
Pick Chat to initiate a conversation and Callback to speak with an agent.

I've attached a link that you can use to manage your invoices, and customize sales forms, to name a few: Invoices and payments.

Browse our self-help articles if you need further information on specific accounting tasks: Community guide. It covers topics like cash flow management, inventory, taxes, and payroll.

Feel free to visit the Community if you have other concerns or questions about sales entries. I'll jump right back in to respond to them.

View solution in original post

Rasa-LilaM · ‎June 15, 2023

Hello there, NTI7405.

Thank you for sharing an alternate method of getting the invoices to appear in the Reports Center. Other users dealing with similar issues will surely benefit from this information.

I advise contacting our QuickBooks Online (QBO) Care Team to learn more about the progress of the investigation. One of our specialists will review the case notes from your prior call or chat and provide updates from there.

To obtain the support information:

In your company, head to the Help icon in the upper right to display the support window.
Choose the Assistant tab and then enter a brief description of your concern in the Type something field.
Click the Get help from a human link and type a phrase or keyword in the What can we help you with? box.
Press the Continue button to view the support options.
Pick Chat to initiate a conversation and Callback to speak with an agent.

I've attached a link that you can use to manage your invoices, and customize sales forms, to name a few: Invoices and payments.

Browse our self-help articles if you need further information on specific accounting tasks: Community guide. It covers topics like cash flow management, inventory, taxes, and payroll.

Feel free to visit the Community if you have other concerns or questions about sales entries. I'll jump right back in to respond to them.

NTI7405 · ‎June 21, 2023

June 21 update, new, "wizard" report is working again.

Thank you (and for implementing before month-end, half-year reporting )

ChristineJoieR · ‎June 21, 2023

You are always welcome, @NTI7405.

I'm glad you were able to find the precise information. Know that we are eager to support your daily tasks in QuickBooks.

If you have additional queries, please let me know in this thread.

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QuickBooks Online, recent invoices (from June 14) do not appear in Report with work around