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C
CrewSolutionsOffice
May 6, 2024
Question

Why don't report filters work in Transaction Detail by Account Report?

  • May 6, 2024
  • 1 reply
  • 0 views
If I run a Transaction Detail by Account Report for a certain date by default it will show all the accounts.  When I try to customize that report by selecting the specific accounts I want to see it shows me "This report does not contain any data", which is not true because I just saw those transactions in the accounts when "All accounts" was the option.  I've tried also selecting the parent accounts and still nothing.

1 reply

S
SirielJeaB
May 6, 2024

Let's perform some troubleshooting steps to help you get back on tracking your transactions in QuickBooks Online (QBO), Crew. 

 

You may have incorrectly set the reporting period when running your Transaction Detail by Account report. Kindly verify if you've selected the correct dates of the specific data you want to track in QuickBooks.  

 

Moreover, QBO periodically exhibits strange behavior caused by stored internet cache files. Kindly rerun the report in a private window to determine if it's a browser-related problem. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

 

If it's successful, return to your regular browser and clear your browser's history to start afresh. If not, I suggest using a different supported browser to optimize your QuickBooks experience.

 

Lastly, you can personalize your report based on your preferred templates and memorize its customization settings. Please refer to the following articles for the processes:

 

Notify me in the comment section if you have additional questions about customers, running reports, or any QuickBooks-related matters. You can count on me 24/7 to assist you. Take care.

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