Update V34.od R9 update 10/02/2024 changed Summarize Balance sheet and fonts

I can help you perform troubleshooting steps to resolve font displays in your Summarize Balance Sheet report, Pennes.

In QuickBooks Desktop, you can first check the display settings of the program to enable clearer font modifications. To do this:

1. Close QuickBooks Desktop.
2. Open the Windows Start menu and type QuickBooks into the search. 
3. Then, right-click the QuickBooks icon and select Open file location.
4. In the folder, right-click the QuickBooks.exe file and click Properties.
5. Go to the Compatibility tab and select the Disable display scaling on high DPI settings checkbox. You may also click Change high DPI settings and then Override high DPI scaling behavior.
6. Once done, select Apply and OK.

You can refer to Steps 2 and 3 outlined in this reference for more detailed information: Fix screen issues in QuickBooks Desktop.

However, if the issue persist, let's run the Verify Rebuild Data tool to help resolve common issues in the program. Here's how:

1. Go to the File menu and click Rebuild Data from Utilities.
2. On the QuickBooks Information window, select OK. Follow the on-screen steps to save a backup.
3. Let the tool repair your QuickBooks file.
4. Once the tool finishes, click OK.
5. Then, from the File menu, click Utilities and select Verify Data.
6. Let the tool check your file for data issues.

Once everything looks good, you may want to export reports to Excel so you can efficiently modify specific details into your overall data.

I'll always be around on this thread for any additional queries when managing reports and display errors in your company file. Just let me know in the comments below. Keep safe!

Thanks. However you have misread the issue. There are two separate issues.

1-The summarized balance sheet now only shows total assets and total liabilites-2 lines, instead of summarized the categories like fixed assets, bank, other liabilities, etc

2- the fonts change on reports while the reports are being used. For example, a report for unpaid vendors starts at one font, if I drill down then return to the unpaid vendor report, the fonts are so small they are unreadable.

These two events occurred after the V34.od R9 was installed.

What is the issue?

I can see the importance of having an accurate and readable reports, @pennees. I’m here to share some update about the changes after the V34.od R9 update.

I want to inform you that following the recent R9 patch release, most customers using the 2024 Accountant Editions (both Premier and Enterprise) will soon have access to a new Zoom feature. This feature allows users to adjust font visibility in reports, addressing the font size issues you’ve encountered.

This behavior is a result of the rollout of this Zoom feature. We expect all eligible Accountant users to have access by the end of this week, enabling you to manage font sizes effectively.

On the other hand, if you do not see the Zoom feature, we can attempt a repair or reinstall of QuickBooks to ensure the update was installed properly as a workaround.

If the issues persist after that, I recommend reaching out to our QuickBooks Desktop Support team for a more in-depth investigation regarding this.

Additionally, here's an article to assist you down the line in saving a report's customization settings: Create, access and modify memorized reports.

If you have further questions about customizing reports in QBDT, don't hesitate to reach out. I'm here to assist you every step of the way.

I appreciate the feedback, however, this change is directly related to the V34.OD R9 update.

I have attached the before and after reports for the summarized Balance Sheet

I am looking for answers as to why this has occurred after applying the update.

BEFORE 100224 AFTER 100324 is attached

Your active participation and efforts in attaching a screenshot is much appreciated, pennees. Let me route you in the right direction of support so we can identify the root cause of this problem. Our goal is to provide you with the most effective and efficient assistance possible, ensuring that we not only address the immediate concern but also prevent similar issues from occurring in the future.

Since the troubleshooting steps didn't work, the next best course of action is to connect you with our live support team. They have access to advanced diagnostic tools and can provide real-time assistance to get to the root of this problem.

Our live support team is specially trained to handle complex technical issues like the one you're experiencing. They have the ability to initiate a screen-sharing session, which will allow them to see exactly what's happening on your company file when you attempt to run your Balance Sheet report.

I'll show you how you can reach them:

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.

2. Hit Contact Us.

3. Give a brief description of your issue, then Continue. 

4. Sign in to your Intuit account, choose Continue, and then Continue with my account.

5. We'll email you a single-use code. Enter your code and select Continue.
6. Click chat with us or Have us call you.

Check out their operation hours to determine their availability.

Our committed live support staff is prepared to offer you comprehensive assistance throughout this process, pennees. I recognize that technical difficulties can be challenging, and we're here to provide the help and direction you need. If you have any other concerns about report management, please don't hesitate to share them in the comments section below. I'm here to address all your questions and concerns. Thank you again for your patience and cooperation throughout this process. We're committed to resolving this matter for you as quickly and thoroughly as possible.

This issue is across all reports including the Income Statement. Whatever happened in the update you can no longer compress the reports to the high level lines and instead either get ALL the information or just the 2 lines. 

Thanks for joining the Community and getting involved with this thread, MMAC1. I appreciate your detailed information.

Since you're noticing all reports show shifting fonts when viewing them, and they aren't all showing the same data you're used to each report displaying, I'd recommend performing some of the recommended troubleshooting mentioned by my colleagues above.

In the event none of our recommended troubleshooting processes help you to get reports to display like you'd prefer them to, you'll want to get in touch with our Customer Care team. There's currently two investigations (INV-112614 and INV-112833) which might relate to what you're encountering.

They can be reached while using QuickBooks.

Here's how:

1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a brief description of the issue in our Ask a question (or tell us what's wrong) field.
   
   
    
4. Hit Continue.
   
   
    
5. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

Once you're connected with an agent, you'll be able to provide them with both investigation case numbers. They'll be able to pull up your account in a secure environment and conduct further research with you.

Be sure to review their support hours so you'll know when agents are available.

I've also included a detailed resource about working with Release 9 which may come in handy moving forward: Release notes for QuickBooks 2024

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Thursday!

Thank you. How will this fix the issue for collapsing financials? And will it address the switch of fonts from one size to another after a drill down in a report occurs?

Thanks

Thank you for following-up, pennees. I recognize your needs and understand how inconvinient it can be when your financial reports do not display correctly or when font sizes change unexpectedly during your workflow.

Regarding the issue with collapsing financial reports, our engineers are currently aware of this problem and are actively working on a solution. While I cannot provide a specific timeline for when this will be resolved, please know that our team is prioritizing it and intends to fix it as soon as possible.

As for the font size shifting issue, this is related to a new Zoom feature introduced with the R9 patch. Earlier this month, many users of the 2024 Accountant Editions have not yet had access to this feature, which is designed to improve font visibility in reports. The font size changes you're experiencing are a result of this rollout. Our developers have set a target date of October 8 for the full implementation of the Zoom feature. 

If you don't see a zoom dropdown option by then, I recommend running a quick update and repair to ensure your software is up-to-date. Here are the articles for your convenience:

• Update QuickBooks Desktop to the latest release
• Repair your QuickBooks Desktop for Windows

I appreciate your patience and understanding as we work through these issues, pennees. I'll keep an eye on this thread if you still have follow-up questions or concerns about reports. I'll be here to help and ensure your experience with QuickBooks is as smooth as possible.

Have there been any updates to the collapsing financial reports? Can we revert back the update so that we can pull the financial reports correctly until the issue is fixed? 

1. Go to the Help icon, then select QuickBooks Desktop Help.
2. Press Contact Us.
3. Enter a description of your subscription concern, then click Continue.