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May 29, 2023
Question

Custom report for Uncleared Bank Transactions - not working since update

  • May 29, 2023
  • 1 reply
  • 0 views

I had a report made and since online was updated it no longer works. I need to continue seeing which EFT's, tax payments and cheques have not yet been cleared whenever I run the report.

1 reply

May 29, 2023

Hi bossvac,

 

Welcome to the Community. It's essential to access your custom report to ensure that your books are up to date. Quickbooks Online is great program that offers the ability to simply track your invoices and expenses. I'd be glad point you in the right direction regarding your custom report.

 

This type of issue can be caused by browser cache and cookies as they can prevent the system from functioning effectively. I encourage you to refer to the following steps to complete some browser troubleshootings.
 

If the steps provided above don't work, I recommend that you contact our customer support team. They will be able to take a closer look at your account regarding your custom report. Here are some options available to reach out to our team.

 

  • Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
  • Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
  • Social MediaFacebookTwitter, in a private message.
     

Let me know if you have questions, I'll be happy to help.