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May 26, 2023
Question

Why am I unable to see custom reports that have been set up by our accountant?

  • May 26, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

DHeraV
May 26, 2023

I appreciate you taking the time to post your concern here in the Community forum.

 

I can see the urgency of resolving this as soon as possible so you can run custom reports in QuickBooks Online (QBO), and I'm here to ensure that you'll get to sort this out. 

 

Before anything else, does your user role have the access rights to run reports in QBO? If so, can you share with me the specific reports you were trying to run? It's to help me determine the root cause of the problem and provide you with a timely solution.

 

Moreover, this could also have something to do with your browser. QBO can occasionally stop working properly since locally stored internet cache files can cause the product to behave unexpectedly due to overloaded site data. I recommend opening a different browser or a private window to isolate it. This can help us remove any cache-related matters that may have contributed to the problem.

 

Here's how to activate incognito mode in some of the most common online browsers:
 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If you can finally access your customised reports, it's safe to say that the browser has caused it. This can be fixed by clearing your cache and cookies.

 

Additionally, I'll also share this article that can serve as your reference if you want to learn how to download your data from QBO: Export data, reports, lists, and more from QuickBooks Online.


I'm looking forward to getting this resolved. Feel free to leave a reply if you require further assistance with accessing custom reports in QuickBooks. The Community team always has your back. Have a good one.