Why Do Only A Few Pledges Display on Sales / Pledges Report

Hello there, DBJ-CA.

I appreciate your posting in the community with your Sales/Pledges that didn't show on your report list in your QuickBooks Online (QBO). Let me share details regarding this matter. 

When generating reports in your QBO, there are factors that you should consider to be able to see the data that you need. Here are some that you could consider:

1. The date range of your sales/pledges and the report didn't match.
2. The accounting method you used while generating a report, whether you use the Cash or Accrual accounting method.
3. The Filter you've personalized upon creating the report.

You can learn more about personalizing reports here in these articles: 

• Customize reports in QuickBooks Online
• Common custom reports in QuickBooks Online

Feel free to reach out if you have more concerns about your sales/pledges that aren't showing on your report lists in QBO. I'm just one post away.

Thank you for your reply.

The possible solutions you’ve provided don’t apply to my issue. There are many other loans that meet the specified reporting criteria (status = all, date = last 12 months), but for some reason only four loans are listed. 
Another weirdness:

One of the 4 pledges / loans listed is for Cruz, with a balance of $3,000, which is correct.

When I run the Pledges and Received Payments report for all dates, Cruz's pledge / loan does NOT appear on that report (even though it does appear on the Sales / Pledges report).

When I run statement of financial activity, Cruz’s pledge / loan IS included in the AR (i.e. when I drill down into the detail, Cruz’s pledge / loan displays).

This might be a reporting bug? Any ideas?

Thank you, David

Hello, @DBJ-CA.

I appreciate the efforts you have made to obtain the report you require. Please understand that this is not the level of service we want you to receive. However, let me direct you to our support team, who will offer you the best advice to obtain the correct report.

To reach our support team, you can follow these steps:

1. In your QuickBooks account, go to the Help menu.
2. Hover to the Search tab, then click Contact Us.
3. Type in a short description of your issue and concern in the box provided.
4. Click Continue.
5. Select the Chat or Callback option.

'll be adding some related articles to help you get your way around the Reports feature in QBO:

• Customize reports in QuickBooks Online 
• Run reports in QuickBooks Online

If you have further questions about reports in QBO, you can comment below, and we'll respond to you as soon as possible.

Hi Ariell - 

Thank you, I will follow up with QB support.

David

Hello, @DBJ-CA.

I'm glad to see that the steps I've provided above was able to help you resolve your issue. Rest assured we'll continue to provide you with quality customer service.

If you have further QuickBooks concerns, feel free to come back here. I'll be willing to lend a hand. Keep safe and have a great day!