Hello there, @sally-law-altive.
I'd love to help you get this custom reports issue sorted out. However, allow me to ask some questions to better narrow down this matter.
May I know what specific report are you trying to customize and what is the problem that you've encountered? Any further details would be a greathelp to fix this hurdle.
If you've received an error message, I recommend accessing your account on a private window and customize the report from there.
Web-based platforms like QBO gathers cache files (cookies) to save you time when loading repetitive data and images. These files can often become outdated or corrupted, causing unexpected behavior in the system.
You can open a Private Window in all supported browsers using the corresponding keyboard shortcut below:
- Chrome: Ctrl+Shift+N
- Internet Explorer: Ctrl+Shift+P
- Firefox: Ctrl+Shift+P
- Safari: Command+Shift+N
If it works fine, you can now go back to your regular browser and clear its cache. This eliminates unnecessary cache files and refreshes your data.
You can always utilize this link to give you more information about the browsers that work best in QuickBook Online: Find out what computer and browser you need for the best QuickBooks experience.
On the other hand, if you have a problem with what is the information that can be customized on the report, here's a link that you can visit: Learn how to get the most out of your financial reports. This provides details on how to customize reports in the system, depending on the data that you need.
Please get back to me if you're referring to something else or if you have any other questions by leaving a reply below. Take care!
