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bggtrucking-outl
March 6, 2024
Question

Unable to select custom dates in profit and loss reports. Samsung mobile app

  • March 6, 2024
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

K
KimberlyS
March 6, 2024

We're pleased to have you in the forum, bggtrucking.

 

I'll ensure you can select the Custom dates when filtering the Profit and Loss report.

 

Beforehand, can you add more details about your concern? What happened when you attempted to select Custom when filtering the date of your report? This information can help us identify the root cause of the issue and the most appropriate resolution.

 

In the meantime, clearing the cache resolves common issues encountered when working with the QuickBooks Online app. It will let you start fresh and prevent utilizing historical data that causes unexpected behaviors.

 

Here's how:

 

  1. Head to your device Settings.
  2. Click on the App. Although this varies by device.
  3. Look for the QuickBooks app in the list.
  4. Select Storage, then clear data.

 

However, you can uninstall and reinstall the application if the issue persists. Aside from that, restarting the application or the device can also help resolve the case.

 

On the other hand, please know that you can run Profit and Loss reports in the web browser. Refer to these materials for guidance:

 

 

Moreover, you might want to scan this resource to help you explore the different features available in the application: Compare mobile app features.

 

Feel free to Reply to us on this post if you have additional questions when filtering reports or other related concerns in QuickBooks Online. We're always here to help.

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bggtrucking-outlAuthor
March 7, 2024

It's a program problem. There are no button to click to say go and do it. Just allowes the dates but no execute command button. 

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bggtrucking-outlAuthor
March 8, 2024

Look, it's a program design flaw. There is no where I can click in the app, after I select dates to execute/generate/run report. Date window just stays there. 

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Rasa-LilaM
March 8, 2024

Thank you for bringing this to our attention, bggtrucking.

 

I understand the inconvenience caused by the unusual behavior you're encountering while setting the date for your Profit and Loss report, which has disrupted your business workflow. I'm here to lead you to the right support that can help you address this matter promptly. 

 

We'll need to conduct a thorough investigation into this matter to pinpoint the cause of the issue. However, the troubleshooting requires accessing your company. Since we prioritize the security of your account, I recommend contacting our QBO Care Team for further assistance. 

 

Our specialists will assist you in applying the permanent resolution once it's available. Here's how to get the contact details:

 

  1. Open your QuickBooks Online (QBO) company, and tap the Help icon in the upper right to display the support window.
  2. Go to the Assistant tab and enter a brief description of your concern in the Type something bar.
  3. Click the Get help from a human link to see more options.
  4. In the How would you like to connect with us? section, choose Chat to initiate a conversation and Callback to speak with an agent.

I've got an article you can use to check the best time to contact our support team: QuickBooks Online Support.

 

In addition, this link tackles the different features and tasks you can perform using your mobile device: QuickBooks Mobile: Frequently Asked Questions (FAQ)

 

For future reference, you can save these resources in your browser. They contain solutions for running specific reports that are important to your business and instructions to tailor the data in your financial statements. Click on each link to view the complete information:

 

If you still need further assistance navigating QBO on your mobile device or have questions about running reports, let me know in the comment section below. I'll get back to make sure you're well taken care of. Have a good one, bggtrucking.

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StraughnTrout
January 5, 2025

Having similar issue on IOS app. I have deleted the app and reinstalled it but it still doesn’t work. All P&L filters work except “Custom”. When you press Custom, the menu goes away without the date selector showing up and nothing changes in the data displayed. Been like this for about a month or so now. 

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Jovelyn_M1
January 6, 2025

I commend your proactive efforts in trying all suggested solutions, StraughnTrout. I would like to provide you with some details regarding the availability of the QuickBooks Online (QBO) mobile app.

 

Currently, the ability to sync custom fields via the QuickBooks Online mobile app is unavailable. As a workaround, you can access and view custom fields by logging into the QBO web interface through their browser. To find the requirements for seamless access to QBO, please refer to this article: QuickBooks Online access for mobile devices.

 

I believe offering this option could significantly improve your business management. I suggest providing your feedback to our Product Development Team for evaluation and potential future inclusion.

 

Here’s how to submit feature requests using your QBO mobile app:

 

For Android devices:

  1. Click the Menu button.
  2. Select the Gear icon.
  3. Tap the vertical ellipsis (⋮) Located in the upper-right corner.
  4. Select Feedback
  5. Share your thoughts and suggestions.
  6. Hit Send Feedback.

 

For iOS devices:

  1. Go to the Menu ☰ icon.
  2. Click Help & Feedback.
  3. Select App Feedback.
  4. Share your thoughts and suggestions.

 

Also, you can visit our Feedback forum page to view suggestions from other QuickBooks users and the latest updates in QuickBooks.

 

Additionally, discover more about the impressive features of the QBO mobile app by checking out this article: Compare mobile app features.

 

For future reference, once you're all set, here's what to do if you have problems tracking your work trips on your Apple or Android device: Fix mileage tracking issues in the QuickBooks Online mobile app.

 

We are here to support you in every way possible. If you have any more questions about QuickBooks Online mobile app, don't hesitate to reach out. Our team is always available and eager to assist you!

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