Reports pulling wrong data for descriptions

khbwarr · ‎September 10, 2022

why do reports not pull the correct data for Name, Description, and other fields when pulling from bills, receipts, etc with multiple accounts? It makes report details incorrect.

Example: An expense entry has two Category detail lines with two different accounts and different descriptions.

A detailed P&L puts the correct information in the Date, Trans type, Acct, Credit, Debit fields.

The report puts the correct info in the Memo/Description field for the first line entry.

The report puts the wrong info in the Memo/Description field for the second line entry- it pulls the description written on the 1st line of Category details and duplicates it for the second line entry.

This happens with other types of entries as well- example- the Name field on a deposit will not pull over the report if there are multiple entry lines on the deposit.

MariaSoledadG · ‎September 10, 2022

Let's fix the issue so it pulls up the correct information, khbwarr,

Normally, you should be able to pull up the correct data. If not, you can launch a private window (incognito) and check if you're still getting the same problem. I've provided the shortcuts keys below so you can follow them:

Press Ctrl + Shift + N (Google Chrome)
Ctrl + Shift + P (Firefox)
Control + Option + P (Safari)

If you're able to pull up the data when running reports, return to your default browser. Your cache and extensions are probably interfering with the scripts QuickBooks is trying to run on the page. Clear the cache so you'll be able to work with a clean slate. If not, you can switch to a different browser.

However, if you're still experiencing the same, You can try switching to a different browser to see if the same thing happens.

Moreover, QuickBooks provides dozens of reports that cater to different aspects of your business. Learn how to filter them so it would show the information you need most. I've got this article for your guide: Customize Reports In QuickBooks Online.

Reach out to us if you have any additional concerns about reports. We're always right here to assist you further.

khbwarr · ‎September 12, 2022

Thanks for your suggestions. I have tried these before, and again today. I have had this problem with QBO for years. I have tried to pull the reports in various ways and have not found the solution.

Example attached. Screen shot of a Deposit report and the detailed P&L it is on. The Name field is blank in the P&L but is filled in on the deposit report.

Candice C · ‎September 12, 2022

Good morning, @khbwarr.

Thanks for coming back and letting us know some additional information.

I'm unable to see the screenshot you attached for the example. However, I recommend getting in touch with our Customer Support Team so they can use their advanced tools to assist you further. Here's how:

Go to the Help icon in the top right-hand corner.
Tap the Contact Us button.
Give a brief description of the issue and hit Let's talk.
Scroll down and select to Get a callback.

It's that easy!

Let us know how the call goes. We want to ensure you get an answer to your question about reporting in QuickBooks Online. Take care!

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Reports pulling wrong data for descriptions