Reports

Welcome to the Community space, CCBsba2021.

 I'm here to assist you, and I'd like to gather a bit more detail to better understand the issue you're facing. To provide you with the most accurate guidance, could you let me know which report you are currently working with? 

Understanding the context of the report will help me pinpoint the best solution or workaround for your situation. Any additional information or a screenshot will be greatly appreciated.

Thank you for your cooperation, and I'm looking forward to your reply.

I am running a Warranty Report from the P&L. See my sample pdf below.

The Rep GWR was added when I set up the customer so it's showing up on the report.

When I went back to the other customers to add a Rep, the report won't pull the newly added info.

I've closed/exited and restarted QB. I've recreated the report from scratch but still won't show up.

Thanks

Diana

I appreciate your efforts and the additional information you shared, CCBsba2021.

QuickBooks Desktop applies changes to future transactions by default. This means that any modifications or additions you make to your customer's data, such as adding a new representative (Rep), will only affect transactions that occur after the change is made.

Consequently, when you pull up a report, it won't display the newly added information for past transactions. While this option is currently unavailable in QBDT, I recommend providing feedback about it. This is a valuable way to communicate your needs and preferences to the product engineers. Here's how:

1. Open the Help menu, go to Send Feedback Online.

2. Select Product Suggestion.

3. Fill out all necessary information.

4. Once done, click on Send Feedback.

As a workaround, you can export your report to Excel and manually add the missing Rep information from there.

If you're all set check out this extra module about personalizing reports: Customize reports in QuickBooks Desktop.

Fill me in if you need more guidance about this matter. I'm always ready to back you up. Take the best care!