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larrygaia
November 2, 2024
Question

Invoice report - date filter range not working correctly

  • November 2, 2024
  • 1 reply
  • 0 views

trying to do a simple report to give a client a report for invoices by project for the year.  No matter what I try - even adjusting templates from the report templates, and using the date range for this year, several invoices from last year show up.  tried rebuilding data, no luck.  Using qb desktop pro 2020

1 reply

G
GlinetteC
November 2, 2024

Hello there, Larry.  I want to take a moment to acknowledge the efforts you've made to address the issue. Your dedication is truly appreciated.

 

Let’s work together to resolve this so you can get the accurate report you need in QuickBooks Desktop (QBDT). I’m here to help every step of the way.

 

To help you, we can run the QuickBooks Tool Hub to resolve common issues you're facing. Here’s a step-by-step guide on how to do that:

 

  1. Close QuickBooks.
  2. Download the most recent version (1.6.0.5) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop). 
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the installation finishes, double-click the icon on your Windows desktop to open the tool hub.

 

Note: If you can't find the icon, search in Windows for QuickBooks Tool Hub and select the program.

 

Once fixed, you can personalize your report to show the details that matter to you the most.

 

Get back to us if there is anything you need help with any QuickBooks-related concerns. We are always here to assist you.

L
larrygaiaAuthor
November 4, 2024

Glinette

 

thanks for the follow up.  I thought I responded to this yesterday, but obviously don't see it so will try again.  At this point, don't remember the exact steps, but I downloaded and tried the fix.  The fist button was some sort of quick fix, did not work.  Tried again with the 2nd button, said it could not fix the file and offered to install a backup which was coincidentally done that morning.  So installed it, tried the hub again.  No luck so tried one more time, checking the two checkboxes as i recall to force some sort of repair.  This time it went through.  However, no fix to my invoice report.  It still shows invoices from years outside the date range given.  Tried a simple year to date filter, no luck.

S
ShyMae
November 4, 2024

I can see how this issue affects your business workflow, Larry. You've invested significant effort in taking the troubleshooting steps provided by my colleague, and I appreciate it. I'll route you to our dedicated team so you can get the accurate data you need when running your invoice report.


Since you've already completed all the troubleshooting steps, I recommend contacting our technical team. They can arrange a screen-sharing session to investigate what's causing the system to display invoices from years outside the specified date range, even after applying filters.

 

Here's how you can reach them:

 

  1. In your QuickBooks Desktop, head to the Help menu at the top, then select QuickBooks Desktop Help/Contact Us.
  2. Select Contact Us.
  3. Provide a brief description of your case, then Continue.
  4. Sign in to your Intuit account and tick Continue, then Continue with my account.
  5. We'll email you a single-use code. Enter your code and click Continue.
  6. Choose to chat with us or Have us call you.

 


For future reference, you can memorize the reports you've customized. This way, you won't have to do the customization process again. 

 

I appreciate your efforts in getting this fixed. Once you've talked to our support, inform me about the developments. I'm here to assist you anytime, Larry. Together, we'll get your invoice report in order.

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