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C
clerk-ketoctin-o
December 1, 2024
Solved

"Create new report" button is missing in QBO

  • December 1, 2024
  • 1 reply
  • 0 views

I am trying to create a report of Budget vs. Actuals for current year with the next year's budget alongside that. I don't know if that is even possible, but I can't even try. There is no "Create new report" button on my Reports page in QB Online. I've seen it in videos that on the right side of the Reports page there is a green button to "Create new report". But my QBO does not have that, and I've spent a couple hours using multiple browsers on Mac and PC and none of them show that button. I've seen other people report the same online, but no answers as to why some people can't see the button. I've search through Intuit's help articles, and there is very little on creating a new report, and nothing on troubleshooting this missing button issue. I'd appreciate some help in how to create a new custom report.

Best answer by GenmarieM

I appreciate all the efforts you have taken so far to see the Create new report button in QuickBooks Online (QBO), clerk. Let me provide you with details about this.

 

It is important to note that the Create new report button is only available in QuickBooks Online Advanced. If you are using QBO Simple Start, Essentials, or Plus, you may want to consider upgrading your subscription.

 

However, if you're using QBO Advanced and the Create New Report button is missing, ensure to log in as the primary admin.

 

If the issue persists, even if you already logged in as a primary admin, let's troubleshoot this together by opening your account using incognito or a private browser. This way you can ensure to run the program seamlessly without storing internet data.

 

Refer to these keyboard shortcuts to open one:

 

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

 

If this works, you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I suggest switching to a different one.

 

Come back to this post if you have other concerns or follow-up questions on managing invoices. I'll be around to provide further assistance.

 

For detailed information, please visit this article: Customize reports in QuickBooks Online using modern view.

 

Moreover, I've added this article as your reference for memorizing and modifying your reports: Create, access, and modify memorized reports.

 

Keep me posted if you have other concerns about your payroll subscription or any QuickBooks-related tasks. We're always here to lend a helping hand.

1 reply

G
GenmarieMAnswer
December 1, 2024

I appreciate all the efforts you have taken so far to see the Create new report button in QuickBooks Online (QBO), clerk. Let me provide you with details about this.

 

It is important to note that the Create new report button is only available in QuickBooks Online Advanced. If you are using QBO Simple Start, Essentials, or Plus, you may want to consider upgrading your subscription.

 

However, if you're using QBO Advanced and the Create New Report button is missing, ensure to log in as the primary admin.

 

If the issue persists, even if you already logged in as a primary admin, let's troubleshoot this together by opening your account using incognito or a private browser. This way you can ensure to run the program seamlessly without storing internet data.

 

Refer to these keyboard shortcuts to open one:

 

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

 

If this works, you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I suggest switching to a different one.

 

Come back to this post if you have other concerns or follow-up questions on managing invoices. I'll be around to provide further assistance.

 

For detailed information, please visit this article: Customize reports in QuickBooks Online using modern view.

 

Moreover, I've added this article as your reference for memorizing and modifying your reports: Create, access, and modify memorized reports.

 

Keep me posted if you have other concerns about your payroll subscription or any QuickBooks-related tasks. We're always here to lend a helping hand.

C
clerk-ketoctin-oAuthor
December 1, 2024

Thank you for that answer. I thought that might be the case but nothing at the Support site, or the Help > Assistant (which I presume uses some AI), or Help > Search even addresses creating reports. Asking questions of those tools on the basic function of creating a report is like talking to a wall. There is no delineation of that difference in the version comparison chart I was able to find on the QBO site. Appreciate the quick response.

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