You got me now, @Tkelly. I have some troubleshooting steps that will help you sort things out.
Missing data on your reports happen if your account isn't up-to-date. So, you'll need to make sure that the system is updated to its latest release. Doing this will give you a better experience and fix unusual issues like missing transactions on the memo line of your Transaction List by Vendor and Sales by Customer Detail reports.
If issue persist after doing that, 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 to verify data:
- Go to the File menu, and select Utilities.
- Choose Verify Data, then tap OK to close all windows. If you see βYour data has failed the integrity checkβ, you'll need to rebuild your file. If there are no problems with your data, youβre done.
If there are problems with your company file, you'll have to rebuild it.
Here's how:
- Go to Files menu and select Utilities.
- Choose Rebuild Data, and then click OK.
- Tap OK to make a backup to prevent data loss along the process.
- Hit OK to continue the rebuild process.
For more insights about the verify and rebuild process, you can check out this article: Verify and Rebuild data
I've also added this article to guide you how to modify reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.
Don't hesitate to tap the Reply button if you have further clarification about the troubleshooting process and I'll be sure to get back to you. Stay safe and have a good one!
