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devrom
February 20, 2025
Question

Custom Reports

  • February 20, 2025
  • 3 replies
  • 0 views

Hello!

 

Out of the 20+ users on my organization's QuickBooks Online account, only one or two can successfully get the "Custom Reports" screen to load and display all shared reports upon navigating to Reports > Custom Reports. for everyone else, the site presents an error after attempting to load for a few minutes. Does anyone have an explanation for why this might be happening? If not, can someone at QuickBooks please offer support?


Devon

    3 replies

    FishingForAnswers
    FishingForAnswers
    February 20, 2025

    @devrom  Well, the most likely culprit would be QBO's severe allergy to cookies.

     

    Even on something as straightforward as this support community, after being logged in for a week or two, it'll start getting very fussy; I normally have to wipe my QuickBooks cookies every two weeks just to be able to log back in and post here. It'll act like you're logged in, but you won't actually be able to do anything.

     

    Try logging on in an incognito browser with the problem users; if it works, there's your sign.

    D
    devromAuthor
    February 20, 2025

    Hi @FishingForAnswers, thanks for the suggestion. Unfortunately, I have tried all of the above and nothing seems to help. This has been an ongoing issue for my organization where the majority of our users have not been able to load the custom reports screen for over a year and a half.

      T
      Teritask
      February 20, 2025

      Mine are all messed up too and now a column "Act. Cost" that you cannot deselect! Then I tried the chat through QB and they're having issues...you cannot type into the chat area!!! I have to use Notepad to copy/paste. I abandoned it, what a waste of time.

      I
      IrizA
      February 20, 2025

      Fixing the inability to access your custom reports is important to us and we appreciate you for informing us regarding this, devrom. Let's connect you with the appropriate support to resolve this matter and get back to viewing all shared reports.

       

      We have received similar reports regarding issues with accessing custom reports. To be added to the list of affected users, I recommend contacting QuickBooks Support. This will allow our Live Support team to review your situation further and assist you in real time by sharing their screen and helping you resolve the issue.

       

      Here's how to contact our support:

       

      1. In your QBO account, select Help (?).
      2. Choose the Search tab.
      3. At the bottom of your screen, click Contact Us.  
      4. Type your concern. Then click Continue.
      5. You may choose Callback, Appointment, or Chat to connect with us.
      6. Kindly fill out the provided fields, including your first name, last name, email address, and phone number.
      7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat.

       

      To view the available hours of our support, you can use this article: Get help with QuickBooks products and services.

       

      If you wish to export your reports, you can utilize this material: Export your reports to Excel from QuickBooks Online

       

      Please let us know if you have any questions or additional information regarding the reports. We are happy to assist you.

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      Teritask
      February 20, 2025

      I tried the Contact Us about an hour ago and you cannot type into the chat box. I used Notepad to cut and paste into the box and the agent informed me that the engineers are working on the problem...

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