Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
D
dggoodwin
January 22, 2022
Question

Transaction report

  • January 22, 2022
  • 2 replies
  • 4 views

Why when you do a transaction report for multiple years, Quickbooks does not have all the transaction listed.  I can do reports for each individual year and get all the information, why can't I get it on one page for 2 or 3 years? This is really frustrating.  Wasting so much time.

2 replies

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
January 22, 2022

Thanks for dropping by the Community today, dggoodwin.


I recognize the importance of having the transactions show up on the report, especially for the period selected. This provides a clearer view of what happened to the business at that specific time. Let me share some details about building reports in QuickBooks Desktop (QBDT).


The date and accounting method affect the information you’ll see on the report. For example, a cash basis report only shows income when cash is received and expenses once they’re paid. Meanwhile, the accrual method displays income regardless of when the money is received or paid.


Check this article for more details: Differentiate Cash and Accrual basis. It outlines the complete steps on how to set your reporting preferences.


Regarding the missing transactions, I appreciate it if you can send a screenshot of the report with its name. This is to check if we have a reported issue.


For future reference, the following resource provides a detailed list of the tasks you can do on a statement: Customize reports in QuickBooks Desktop. It contains some links on how to personalize a report, set up a schedule, handle memorized reports, etc.


Let me know in the comment section below if you have any clarifications on running a transaction report. I’ll be around to help you. Have a good one. 

D
dggoodwinAuthor
January 22, 2022

Assuming this is coming from a computer.  This does not help.  I have had this problem before, never a solution.  I have only been using this program for the last 25 or 30 years.  

 

If I run a transaction report from 1/1/2019 to 12/31/2021 I get most of the transactions.  If I change the date to 1/1/2019 to 1/22/2022, it eliminates data.  It is taking me forever to put it into CSV and excel and then cutting a pasting, a real pain.

    Rainflurry
    Rainflurry
    Level 11
    January 22, 2022

    @dggoodwin 

     

    What transaction report?  What transactions are missing?  Can you post screenshots?

    BigRedConsulting
    BigRedConsulting
    Level 15
    January 23, 2022

    Your screenshots don't look like they're from the same parts of the reports.

     

    I think it depends on the base report you start with. If I start with a custom transaction detail report I don't see this happening. (Start at Reports | Custom Reports | Transaction Detail.)

     

    D
    dggoodwinAuthor
    January 23, 2022

    Of course they are from the same report.  All I did was change the period of the report.  That is the problem, the data disappears and is not complete for the entire period.  That is the reason it looks like a different report.  That is the problem!

    D
    dggoodwinAuthor
    January 24, 2022
    @dggoodwin wrote:

    Of course they are from the same report.  

     

    I didn't write that they were from different reports.

     

    In any case, the screenshots don't help because we don't know your data and can't tell what it is that is missing without scrolling two versions of the report, from top to bottom, and comparing them side-by-side. Have you tried that?


    Have I tried to look at the reports side-by-side?  Really?  That is the problem, the ONLY thing that is changed is the date, same for every other item.  I know my business and I know what is missing.  The report is a piece of crap.  I have had this problem before and did not post anything, but I have been using this program for 30 years, so it is not like I just started this process.  There is something wrong with how they format this.

     

    I can print out a 2019 report 1/1/2019 - 12/31/2019  I can print a 2020 report, a 2021 report, but if you just change a date from 1/1/2019 to 1/22/2022 to get ALL the data on one report, it deletes items.  Makes no sense whatsoever.  I took each report and downloaded it to a CSV report and then spent a lot of time putting it into one report using Excel spreadsheet. 

     

    This should be simple, but it is not. Intuit needs to fix this.

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement