I have here some troubleshooting steps to sort this out, @Rick108.
Thanks for reviewing the customer transaction list and reports in QuickBooks Desktop (QBDT). I'm here to ensure you're able to see the transactions in QBDT as soon as possible. This way, you can track and review the details.
Missing data happen if your account isn't up-to-date and damaged the company file. To get rid of this problem, make sure that your account is in the latest release (R6). Doing this will give you a better experience and fix unusual issues like missing transactions.
Here's how to check your version and to update:
- Press F2 on your keyboard.
2. If you're using an old version, go to the Help menu on the upper right side.
3. Click Update QuickBooks Desktop and pick Update Now.
4. Tap Get Updates to start the download.
5. Install the new release when prompted.
Once done, please re-highlight the customer's name and run the quick report to verify if the data are already showing up. If the issue persists, I'd recommend running the Verify and Rebuild tools. This tool can help you resolve the transactions that are missing in the lists.
Here's how:
- Go to the Window menu and select Close All.
- Click the File menu, then choose Utilities.
- Tap Verify Data.
- If you receive a specific error, go back to the Utilities and tap Verify Data.
- Follow the on-screen instructions.
You can also check this article for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.
Additionally, you may check out these articles below about personalizing sales forms, customizing and memorizing reports.
You're always free to drop a comment below if you have additional questions about your customer's data. I'm glad to assist you. Keep safe.
