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M
MLW14
January 27, 2024
Solved

Accounts List Reports

  • January 27, 2024
  • 1 reply
  • 0 views

When I try to change the Accounts List report to 'Last Year'  it does not update the results.

Best answer by RogelioL

Thank you for coming back to this thread,

 

I appreciate your effort in performing the steps that my colleague has provided. Usually, when running an Account List report, the data will be shown when the account has transactions and balances. Since your Account List report doesn't contain any data, I suggest contacting our support team, for they have the tools to confirm if this is a data issue.

 

Here's how to reach them:

  1. Log in to your QuickBooks Online account.
  2. Click Help (?).
  3. Type in "Talk to a human," then press Enter.
  4. Select Contact Support Team.
  5. Type again Talk to a human and click Contact Support Team.
  6. Choose a way to connect with us.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

 

In the meantime, you might want to visit our QuickBooks Blog for the latest innovations and product news.

 

Additionally, you can check out this article to learn how to personalize and run reports:

 

Feel free to reach out if you have more concerns about the Account List report or any QuickBooks-related queries. See you around. 

1 reply

F
FaithA
January 28, 2024

Welcome to the community, MLW14. Let me provide you with a resolution.

 

We can go ahead and perform some basic troubleshooting steps as this may be caused by a cache-related problem. Let's start by opening your account in a private window 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 filtered dates apply to your reports after this, then the issue is likely caused by your browser. You'll want to clear your regular browser cache. If the issue persists, you may need to use another supported browser.

 

You can also try editing your report by switching to the classic view for an easier way of filtering them. 

 

When generating the same reports in the future, you can refer to this article to save time: Memorize reports in QuickBooks Online.

 

The community is available 24/7 to assist you. I'll be in the comment section if you have more reports or any QuickBooks-related concerns. Keep safe!

M
MLW14Author
January 29, 2024

FaithA -

Private mode does not change the results.  I then put the report in classic mode and changed the filter to last year.   When I ran the report, it then said This report does not contain any data..

 

 

 

R
RogelioLAnswer
January 29, 2024

Thank you for coming back to this thread,

 

I appreciate your effort in performing the steps that my colleague has provided. Usually, when running an Account List report, the data will be shown when the account has transactions and balances. Since your Account List report doesn't contain any data, I suggest contacting our support team, for they have the tools to confirm if this is a data issue.

 

Here's how to reach them:

  1. Log in to your QuickBooks Online account.
  2. Click Help (?).
  3. Type in "Talk to a human," then press Enter.
  4. Select Contact Support Team.
  5. Type again Talk to a human and click Contact Support Team.
  6. Choose a way to connect with us.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

 

In the meantime, you might want to visit our QuickBooks Blog for the latest innovations and product news.

 

Additionally, you can check out this article to learn how to personalize and run reports:

 

Feel free to reach out if you have more concerns about the Account List report or any QuickBooks-related queries. See you around. 

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