Reports no longer saving expand/collapse preferences

Also, if I edit the date range and refresh the report, it collapses the accounts again.  I'm fairly sure this change happened as a result of the recent upgrade I allowed to install.

Thanks!

Thanks for getting in touch with the Community, NHayduchok28. I appreciate your detailed information.

With our recent update to Release 9 (R9_50), some changes were made to include extended support for multi-level Collapse/Expand Row on inventory reports. This is to help with readability and flexibility.

Since you're noticing issues with expand/collapse settings not being saved on memorized reports, I'd initially recommend troubleshooting with your Verify Data utility. This identifies known issues within company files and informs users if their Rebuild Data option needs to be utilized afterwards.

Here's how it's used:

1. Click Window, then Close All.
2. In your top menu bar, go to File.
3. Choose Utilities.
4. Select Verify Data.

In the event its results show a "Your data has lost integrity," message, this indicates there's damage in your file. You can use the Rebuild Data utility to fix it. For specific errors, there may already be a resource for them on our support site.

If it displays a "QuickBooks detected no problems with your data," notification, or you've searched our help articles and didn't find any existing resources about the specific error it displayed, you can move on to troubleshooting with our QuickBooks Tool Hub.

Here's how:

1. Close QuickBooks and download a copy of the utility's most recent version, then run it.
2. Follow along with your on-screen steps to complete installation and agree with our terms and conditions.
3. Once it's installed, double-click its icon to open the tool hub. If you can't find your app, perform a search in Windows for "QuickBooks Tool Hub" and select the program.
4. Access your Company File Issues tab and use the Quick Fix my file and QuickBooks File Doctor tools to troubleshoot your company file. In the event you need additional assistance, choose File Dr Help.

If it continues occurring after going through each troubleshooting process, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

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

Please feel welcome to send a reply if there's any additional questions. Have a lovely Wednesday!

ZachE

We are experiencing the same issues where memorized reports are no longer saving our formatting preferences as it relates to expanding and collapsing rows. We tried all the solutions provided in this article with a QuickBooks representative sharing our screen and the solutions did not work. 

The change only appears to be affected after the transition from R8 to R9. Is it possible to revert to R8 or just install R8 without QuickBooks requiring us to upgrade to R9. If so can you provide a direct link to download the install file for 2024 Enterprise R8?

Likewise, I did try the proposed solution and it did not resolve the problem.

1. Go to the Help icon at the top menu.
2. Select Send Feedback Online and then click Product Suggestion.
3. Enter your request, then tap Send Feedback.

JamaicaA With the intentional report design change by QuickBooks via this new update, it not only changed the way a Profit & Loss and Balance Sheet report appears in collapsed and expanded mode, it also wiped out my memorized reports' formatting. The ability to memorize a customized P&L and Balance Sheet that only shows main accounts isn't working anymore. Any changes that I saved in the memorized report is lost when I open the report again.

I plan to  provide feedback to QuickBooks as you suggested. I do hope that QuickBooks will at least make changes so that the memorized reports function will have the prior functionality.  As you said, retaining our formatting preferences in our memorized report saves time and makes our work more efficient.

Good news - it appears the recent update resolved the issue   My saved report opens as it used to, and no longer collapses the items I want expanded.  Thank you, dev team.