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March 29, 2024
Question

Why i don't have the option of debit and credit columns in my reports?

  • March 29, 2024
  • 1 reply
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i want to be able to see the reports with credit and debit column but is not available in my customize area. why?

1 reply

March 29, 2024

I can help you with customizing your report to display the credit and debit columns, -versantolimited. 

 

In QuickBooks Online, the option to display debit and credit columns in reports is not available by default. To enable these columns, you need to customize the report settings. Here's how you can do it:

  1. From the Reports tab, select the report you want to open.
  2. Click the gear icon , then select Customise.
  3. Select Rows/Columns then Change Columns.
  4. Select the Credit and Debit checkboxes to add the columns.
  5. If you wish to see the current reconciliation status for each transaction, select the Clr checkbox.
  6. Select Filter then choose Distribution Account.
  7. Select an account from the dropdown menu then choose Run Report.

 

I have included a screenshot for your reference:

 

By following these steps, you can customize your reports in QuickBooks Online to display the debit and credit columns for each transaction, allowing for better reconciliation and financial analysis.

 

However, if the report you're trying to run still doesn't show the desired columns, we can perform basic troubleshooting on your account to see if this is a browser-related issue. Let's start by opening your account in a private browser as it ignores historical data. 

 

These are the keyboard shortcuts:

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

 

If the error is fixed after this, then the issue is likely caused by your browser. You'll want to clear your regular browser cache. Another option is to use other supported browsers.

 

When saving specific reports customization, refer to Memorize reports in QuickBooks Online to save time generating the same reports in the future.

 

I'll be on the lookout if you have more queries and follow-up questions on customizing reports or any other QuickBooks-related matters. We're always available to help. Keep safe.