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M
mitchind
October 20, 2023
Solved

Transaction Detail by Account not showing Last Fiscal Year

  • October 20, 2023
  • 2 replies
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Anyone else seeing this issue with the Transaction Detail By Account report?

 

Just started this week refusing to display last Fiscal Year - will only use last Calendar Year

Other reports working fine

 

 

Best answer by Trish_T

Hi mitchind,

 

Welcome to Community!  It's important that you're able to see the information you need, when running reports in QuickBooks Online.  I'd be glad to assist!

 

If you haven't done so already, I suggest clearing cache on your browser.  I also recommend trying another browser such as Firefox, Safar, Edge or Google Chrome.  

 

Follow these steps to open the report for the last fiscal year;

 

1. From the left menu, open Reports

2. Enter Transaction Detail by Account, in the Search field

3. Change to Classic View

4. Use the ▼ dropdown menu to select Last Fiscal Year, in the Report Period field

5. Hit Run report

 

If you experience the same outcome, please don't hesitate to contact us.  It would be our pleasure to work with you in real time, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.

Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out with other questions.  We'd be happy to help!

2 replies

T
Trish_TAnswer
October 23, 2023

Hi mitchind,

 

Welcome to Community!  It's important that you're able to see the information you need, when running reports in QuickBooks Online.  I'd be glad to assist!

 

If you haven't done so already, I suggest clearing cache on your browser.  I also recommend trying another browser such as Firefox, Safar, Edge or Google Chrome.  

 

Follow these steps to open the report for the last fiscal year;

 

1. From the left menu, open Reports

2. Enter Transaction Detail by Account, in the Search field

3. Change to Classic View

4. Use the ▼ dropdown menu to select Last Fiscal Year, in the Report Period field

5. Hit Run report

 

If you experience the same outcome, please don't hesitate to contact us.  It would be our pleasure to work with you in real time, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.

Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out with other questions.  We'd be happy to help!

    M
    mitchindAuthor
    October 23, 2023

    Changing to Classic View works 

     

    Thanks

    A
    Alex M
    October 23, 2023

    Hi there mitchind,

     

    I'm happy to hear that you found the information you were looking to find in the report. If you have any other questions, feel free to reach out here.

      Z
      Zip1343
      October 23, 2023

      If the Transaction Detail by Account report in QuickBooks Desktop is not showing transactions from the last fiscal year, consider the following steps:

      1. Check Date Range:

        • Ensure that you’ve selected the correct date range for the report.
        • Go to the report settings and choose “This Fiscal Year” or “Last Fiscal Year” as the report period.

      2. Verify Transaction Types:

        • Confirm that the transactions you’re looking for fall within the specified date range.
        • The report displays details for both debits and credits, so check if they are included.

      3. Export to Excel:

        • If you still can’t see the desired details, export the report data to Excel.
        • Manually review and filter transactions to find those from the last fiscal year

      4. Bank Transactions:

        • Sometimes, banks limit transaction downloads to the last 90 days.
        • Check your bank’s website for any scheduled maintenance or updates that might affect transaction retrieval.
        • Alternatively, manually upload missing transactions using a CSV file.

       

      Consult QuickBooks support at [removed] if you need further assistance.

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