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Bill Skidmore
September 17, 2022
Question

Data in. register is can only be found by filtering register; not in CAS or reports. How does that happen?

  • September 17, 2022
  • 1 reply
  • 0 views
Per my previous - data exists (can be found by filtering register), but running pre-existing reports, or generating a report in CAS, does not return the transactions it should.  

1 reply

Angelyn_T
Angelyn_T
September 17, 2022

I appreciate you for adding a post, @Bill Skidmore. Let me provide additional information while filtering your data in QuickBooks Online (QBO).

 

QuickBooks register displays all transactions recorded under an account. However, QBO reports have different functions reason why some entries aren't showing up. Examples are the Profit and Loss and Balance Sheet reports. The Profit & Loss displays your income and expenses, while the Balance Sheet shows your asset, liability, and equity entries.

 

Depending on the information you need, I'd suggest generating a report that provides those details such as inventory, sales, financials, and others. 

 

For more tips, while managing your QBO reports, check out these links:

 

 

If you need to run multiple reports, you can export them to Excel, then combine the data from there.

 

If you have any other questions about your data, let me know by adding a comment below. I'm always here to help. Have a good one!

B
Bill SkidmoreAuthor
September 17, 2022

Angelyn;

I had a "canned" report that I used in first half of the year to track expense vs funding that I generated from scratch, and it worked as expected.  Now, it does not.

As I stated previously, I can filter the register by contractor name (as expected) to find their payments that were made, and I can do the same to identify the incremental funding deposits, but I can't identify either using either the canned report, adhoc reports, or by going into the CAS and generating the Distribution account reports.  Reports acts as if the data doesn't exist!

Now, just FYI, I'm using QBO.  It seems like the XML code used to specify the specific reporting function is broken, but since it is all cloud based, I can't reach in to check.  I did try to log out, delete that web site, and then log back in, but the results were the same.  I'll try doing that and then going into history to further delete what may be a bad cache, but I have my fingers crossed.

Suggestions?

A
AbegailS_
September 17, 2022

Thanks for the additional information, @Bill Skidmore.

 

Let’s resolve the issue that you’ve encountered when running reports.

 

It's possible that piled-up cache in your regular browser caused this unusual behavior. You can clear your current browser’s cache to resolve this. 

Go to your account by using a private browser or an incognito window. If you can now run the report, clear the cache in the one that you're currently using.

 

Here’s how to go incognito or use a private browser:

  • For Chrome, press Ctrl+Shift+N.
  • For Internet Explorer or Firefox, press Ctrl+Shift+P.
  • For Safari, hold down Command+Shift+N.

Then, follow the steps in the clearing temporary internet files and cache article. You can also try to proceed by using other browsers if the steps above don’t work.

 

Also, here’s more information on how to run reports in QuickBooks Online.

 

I'm always here if you need help or assistance about running reports. Just leave a comment below. Take care and have a wonderful day!

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