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D
Doggroomingsussex
January 3, 2023
Question

Why, Since the recent update, my client no longer has the reports option in the left-hand menu? We are using Quickbooks essential online.

  • January 3, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

A
Ashleigh1
January 3, 2023

 Hello Doggroomingsussex, 

 

Welcome to the Community page, 

 

Can you please get them to try clearing the cache and cookies to all time, close the browser down, reload it and see if it then shows the option for reports. If it doesn’t then your client will have the new updated left hand menu tabs. 

D
DoggroomingsussexAuthor
January 3, 2023

Client has tried this and made no difference. They need to report option so how do we resolve? 

R
ReymondO
January 4, 2023

Thanks for following the suggestions above, @Doggroomingsussex.

 

I've got the steps on how to show the Report menu in the left panel. 

It's possible that your account is on Business view. This is why the Report section isn't showing.

Let's switch it to Accountant view to change your interface and see this option on the left panel.

 

Here's how:

 

  1. Click the Gear icon.
  2. Under the PROFILE column, select Switch to Accountant view. 

You should see now the Report menu again. Additionally, I got you this article that can guide you in personalizing your reports and show the data you need: Customise reports in QuickBooks Online.

 

It's also a great idea to memorise the report to save its current settings. This way, you won't have to customise it again for the specific data you need.

 

Do you need help with your other task in QuickBooks? Please let me know the details below. I'll see you soon. 

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