New Customer On Reports

Thanks for taking the time to share your concern here in the Community, Big Time Toys.

Let's work together to ensure that your new customer information appears on your custom report in QuickBooks Online (QBO).

Let's start by reviewing the configuration of your custom report. It's possible that the report was set to a reporting period when the customer has not made any transactions yet, or the filters were set to specific customers. To resolve this, ensure that the filters are set to include all customers and select a reporting period that includes transactions for the new customer. Once you've customized the report as needed, click on Refresh report.

If the new customer still isn't showing up on the report, it could be a browser issue causing some pages not to load properly. To isolate this, let's open your QBO company in a private browser. You can use the following shortcut keys:

• For Google Chrome: Ctrl + Shift + N
• For Mozilla Firefox: Ctrl + Shift + P
• For Internet Explorer: Ctrl + Shift + P
• For Safari: Command + Shift + N

After that, run your custom report once again. If everything works smoothly, I recommend going back to your regular browser and clearing its cache. Alternatively, you can also use other supported browsers.

Here's an article with more detailed information on customizing reports in QuickBooks: Customize reports.

For future reference, here is a handy guide on saving a report's customization settings: Memorize reports.

If you need further assistance with running reports in QuickBooks, please feel free to leave a reply below. I'm here and ready to help you. Stay safe.