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Leahmo
February 22, 2024
Question

Custom Transaction Detail Report - has a bug

  • February 22, 2024
  • 1 reply
  • 0 views

Hello

I have been waiting for many many months for Quickbooks online to fix the bug in the custom transactions report.  It is beyond frustrating.  I have several custom transaction reports, and I need to click on an transaction in the custom report and either add text to the memo or change the account etc.  But after you click 'Save and Close', quickbooks redirects you to an All Vendor All Transactions report when it should go back to the report that you were just working in.

It is beyond frustrating having to keep going back again after each Save and Close.

 

It is not a browser, cache, computer, mobile, or tablet issue.  I have run tests on it all.

 

Anyone else having the same issue?

 

thanks

 

p.s. really wish quickbooks would have an email support system so we could send screenshots or screencasts of what is happening instead of calling their call center. 

1 reply

G
GlinetteC
February 22, 2024

I understand that not being able to make changes to the custom report must have been stressful for you, Leahmo.

 

I'm here to help you get the most out of your QuickBooks Online experience, especially when it comes to custom reports. 

 

To modify a custom report, it is necessary for the person making the changes to be its owner or creator. Based on the details provided, it appears that you are neither the owner nor the creator of the report. Therefore, you must create your custom report to make any necessary changes.

 

Moreover, please refer to these articles to gain insights on how to personalize your reports and develop a customized report with the new enhanced experience: 

 

 

 If you have any further queries managing reports, please leave them in the comments section below. I'm always willing to assist. 

L
LeahmoAuthor
February 22, 2024

Nope, you must be a bot.

 

This is not the issue whatsoever. Your comment is unnecessary and incorrect.

Saying I am not the owner of the account is the most ridiculous statement.

 

Please try and create a custom transaction report, name it and save it to your custom reports.

Now try and click on any of the transactions and click ‘save and close’,

You will see that it takes you away from the custom report you were just in and opens an All vendor all transactions report.

This bug/glitch started several months ago.

 

    C
    ChristineJoieR
    February 22, 2024

    I got you, Leahmo. Since you've tried to perform the basic troubleshooting steps for clearing cache and browsers. I'll provide the steps for contacting our support team in QuickBooks Online. 

     

    I urge you to call our support team so they can further assist you and investigate further how to remove this bug and get some remedies under the Custom Transaction Detail Report section in QuickBooks Online.

     

    Please see the steps below:

     

    1. Log in to your account.
    2. Click the Help button at the top right corner.
    3. Go to the Search tab, then select Contact Us.
    4. Enter a brief discussion with your concern, then click Continue.
    5. Choose to Have us call you to connect with us.

     

    For your convenience, here are the support hours for different QuickBooks Online plans:

     

    Plus, Essentials, Simple Start:

     

    • Monday to Friday: 6 AM to 6 PM PT
    • Saturday: 6 AM to 3 PM PT

    Advanced:

     

    • Support is available anytime, any day.

     

    The Community is here for you 24/7 on the clock. If you need to drop your additional comments, notify us below. Keep safe.

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