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January 29, 2024
Question

When I run a report to look at transactions from a bank account, in some cases, the contents of the "description" field is null.

  • January 29, 2024
  • 1 reply
  • 0 views
When I run a report to look at transactions from a bank account, in some cases, the contents of the "description" field is null. When I click on the transaction and look at the transaction itself, the "description" field is populated and contains the details of the transaction as returned by the bank. But, in the report, this field is sometimes null and sometimes populated. This happens when I look at the banking data in any context. Register, general ledger, or transaction detail report. All have same behavior. Also, at the top of the report, it says "We couldn’t display your data, but you can access it by exporting it to Excel. " when when I try to export, the exported file also has the missing data. When I try to run these reports in the "new" view, it crashes. When I try to run in the "classic" view, I have these problems. I have reproduced this in safari and firefox on mac and also it's reproduced in the exported data. I haven't made any progress with this by calling support. Any idea how to get this fixed so I can see the contents of the description field for all transactions in all banking accounts?

1 reply

January 30, 2024

I understand how important it is for you to run a report, mq123. No worries, I'm here to help you.

 

We appreciate that you've already contacted our support team. However, I recommend contacting them again to investigate this issue by adding you to the list of affected users and to receive email updates.

Here's how:

  1. Log in to your QBO company.
  2. Select Help (?).
  3. Click 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.

 

Also, you can check this link for you to learn how to export your reports to Microsoft Excel from QuickBooks Online: Export your reports to Excel from QuickBooks Online.

 

Let me know if you have any concerns about banking transactions in QuickBooks Online. Please don't hesitate to comment down below. Take care.

mq123Author
January 30, 2024

I have already had 5 calls with CS, none of the calls are leading to a solution or any kind of help. I'd be grateful if someone in the community could reply with a solution to the problem, an answer to the question, or a path to getting there. Sorry but telling me to do a 6th call with CS to repeat what I did the last 5 calls seems unlikely to yield a beneficial outcome.