Question

Custom Reports are not sending all data to pdf or Excel.

Forum|Forum|2 years ago
February 10, 2024
2 replies
0 views

I have many custom reports configured and suddenly last night the data will not flow to the pdf or Excel version.

QuickBooks Online

Hi there, phyl.

Let me share some troubleshooting steps to fix the issue so you can successfully export the data of your custom reports in QuickBooks.

In this case, you'll need to review the custom reports and ensure there are transactions or data on the report.

If the report has all the information needed for export but you can't see it when you export to PDF and Excel. Then, the issue you encountered may be due to a browser cache-related issue. Let's perform the basic browser troubleshooting steps to isolate the issue. It also helps to improve and speed up your browser's performance.

First, you'll want to restart your browser. Then, try exporting the custom reports in a private browser. You can use these keyboard shortcuts to launch a new private window:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

If you can see the data when you export the report as PDF or Excel on the private browser, go back to the regular browser and clear your browser's cache. Otherwise, you can use another supported browser.

Additionally, you can check the following articles for further details on handling reports and other data in QuickBooks:

Keep me posted if you have clarification or additional queries. I'll be happy to assist you.

P

phylwithAuthor

First of all, this is not a browser issue as I'm using the desktop app for Mac. However to confirm this multiple different ways, I tried this with both Chrome, Chrome Incognito and Brave browsers. Nothing worked. The same behavior was observed with reports that were created and sent via the Workflows. There is NO WAY my browser has anything to do with reports getting sent thru a Workflow because all of that is generated and emailed from Intuits servers.

Your other other suggestion to run reports via the Settings does not help because that only exports reports that are utilizing the old style reports, none of the new custom reports.

I was able to determine that if my report contains ANY accounts that do not have data for the month, they will will not export to either Excel or PDF. This IS SOMETHING WITHIN INTUITS system. This is NOT something with my browser. The data shows exactly as it should on my screen, complete with an account with no data. But if I try to export it, it only shows the name of the account and the balance for everything included in the report.

C

CarlSJ

Allow me to share some information on how to address your concern on exporting report data to PDF or Excel in QuickBooks Online (QBO), phylwith.

I appreciate the efforts you've made to resolve this one. However, I suggest that you get in touch with our customer support team as they have the required tools to identify the underlying cause of the problem and conduct a thorough investigation. You can follow the steps below:

Sign in to your QuickBooks Online company.
Select Help (?).
Select Contact Us and choose a way to connect with us:

Start a chat with a support expert.
Get a callback from the next available expert.

Additionally, I've attached some articles to guide you appropriately on how to export your reports or other data from QBO:

Furthermore, you can learn how to check the format of a CSV file from your bank for future transaction uploads by reading this article: Format CSV files in Excel to get bank transactions into QuickBooks.

Don't hesitate to click Reply if you have other questions regarding reports or any QuickBooks-related concerns. We're here to help. Keep safe.

C

CH01923

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