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M
Maverick2
April 10, 2024
Question

Customized A/P report still showing vendors with payment terms that aren't chosen

  • April 10, 2024
  • 1 reply
  • 0 views

This is for QB Enterprise Desktop

- I have an A/P report where I only want certain payment terms shown. When I choose Modify>Filters>Multiple Terms, then choose the terms, there are some that are still showing up in the report that are not checked. Many of the other terms that are UNchecked do not show up as expected.
- The vendors that still show up have the correct payment terms assigned in the vendor record. 

 

Under Lists>Customer and vendor profile lists>Terms List, the terms that are still showing up are set up as "Standard" with 0, 0, and 0. This is the same setting for Terms that are unchecked and do not show up on the report.

Summary: Unchecked terms customized and filtered A/P report are still showing up on the A/P custom report. Vendor is set up correctly.

 

 

1 reply

M
MelroseV
April 10, 2024

Hello there, Maverick2. Let's perform some troubleshooting steps to determine what's the issue about your concern.

 

First, let's run the Verify/Rebuild tool. The Verify function is designed to identify any corrupted data, while the Rebuild function will attempt to fix the damaged data detected. It also enables your QuickBooks software to restore the data inside the company file.

 

Let's ensure you create a backup copy of your company file before doing the Verify and Rebuild process. If changes occur, having a backup copy allows you to restore it to undo the changes.

 

Follow the steps below on how to verify data:

 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
  4. Click OK when you see the message.
  5. If Verify finds an issue with your data, press the Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Next, you can check this article on how to Rebuild Data in QuickBooks Desktop.

 

As a workaround, I recommend exporting the report and manually removing the display that you don't want in Excel.

 

Moreover, you can check out this article to learn more about utilizing the Memorize Report in QuickBooks Desktop. This way, you can save your previous customize for future use.

 

Should you have additional concerns in your report, feel free to post them here in the Community space.

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