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W
Waterflea
February 29, 2024
Question

No transactions showing up

  • February 29, 2024
  • 1 reply
  • 0 views

I set up a QB account for a small nonprofit I belong to. I just got voted in as treasurer. I have been using QB for a long time running my own construction company so  know just enough to be dangerous.

I enter deposits from members entered as "customers" but when I go back to the customer center and look at each individuals transactions, nothing shows up.

What am I missing?

1 reply

Bryan_M
Bryan_M
February 29, 2024

Welcome to the Community space, @Waterflea.

 

I'm here to help you show the transactions of your members that was added as customers in the Customer center.

 

The verify tool finds the most common issues in a company file and the rebuild tool fixes them.

 

First, we'll verify your company data. Here's how:

 

  1. Go to Window then select Close All.
  2. Go to File, then select Utilities.
  3. Select Verify Data. If you see:
    1. QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
    2. An error message—search for it on our QuickBooks Desktop support site for how to fix it.
    3. Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it. If you use Assisted Payroll contact Assisted Payroll before you rebuild your data.

 

After that, let's rebuild your company file data. Feel free to follow the steps below:

 

  1. Go to File, Utilities, and then select Rebuild Data.
  2. QuickBooks will ask to make a backup before it rebuilds your company file. Select OK. A backup is required before you can rebuild.
  3. Select where you want to save your backup, then OK. Don’t replace another backup file. Enter a new name in File name and select Save.
  4. Select OK when you get the message Rebuild has completed.
  5. Go to File, select Utilities then select Verify Data again to check for additional damage.
    1. If the verify finds more damage, you’ll need to fix it manually. Search for the error(s) in the qbwin.log on the QuickBooks Desktop support site for how to fix it.
    2. If your error can't be found, you can restore a recent backup. Go to File then select Open or Restore Company. Don’t replace your existing company file. You’ll need to enter info into your company file again since the backup was created.

 

Feel free to read this article for more info: Verify and Rebuild Data in QuickBooks Desktop.

 

To learn about generating a customized report in QBDT, you can check out this article: Customize reports in QuickBooks Desktop. 

 

Let me know in the comments below if you have other concerns about managing customer transactions in QBDT. I'm just around to help. Have a good day.

W
WaterfleaAuthor
March 1, 2024

Thanks Bryan

Followed instructions, data was okay. The data is there in the deposits made and it shows up in the register. It just doesn’t show up on the individual customer transactions. So for instance, if I wanted to know if Joe Smith paid his membership dues  or bought a book or made a donation, I go to the customer center, find Joe Smith, plug in the time frame I'm interested in....nothing shows up. I can see it in the register and on the deposit but it doesn't show up on the customers transactions.

Thanks for your help.

Bruce

Nicole_N
Nicole_N
March 1, 2024

Thanks for getting back, @Waterflea. 

 

I appreciate you following the steps shared by my colleague above. Since the issue persists, let's repair your QuickBooks Desktop (QBDT).  This can help fix any program-related issues.

 

Here's how to do it:

 

  1. First, Back up your QuickBooks company file, in case it isn't already.
  2. After that, reboot the system and ensure that there are no programs affecting the repair.
  3. Go to Windows Start and then Control Panel.
  4. Select Programs and Features.
  5. In the list of programs, select QuickBooks.
  6. Choose Uninstall/Change, then click Continue and Next.
  7. Click Repair and then Next. Please wait for it to complete.
  8. Once done, hit Finish.

 

If you encounter errors while repairing, consider checking this article for the detailed steps: Repair your QuickBooks Desktop for Windows.


If the issue remains, I recommend contacting our Phone Support team. They'll be able to take a closer look into your account to see why this is happening. They can be reached while using QuickBooks. Here's how:
 

  1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Enter a brief description of the issue in our Ask a question (or tell us what's wrong) field.
  4. Hit Continue.
  5. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

 

Make sure to review their support hours so you'll know when agents are available. Also, you can always visit our website for tips and other resources to help you achieve your QuickBooks tasks: Self-help articles.


I'm a few clicks away if you have follow-up questions or concerns about your customer transactions. Hit the reply button and I'll provide the necessary help. 

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