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C
caringrk
November 24, 2021
Question

Previous Reconciliations Showing as PDF

  • November 24, 2021
  • 2 replies
  • 0 views

Hi

I'm using Quickbooks Enterprise 2018 Desktop and one of our users is having this issue

One of our users is trying to go back to previous reconciliations (reports – banking – prevous reconciliations) and for some of them they are just coming up as a PDF file not with the whole menu of options as below.

 

Does anyone know why that would be happening?

 

 

2 replies

R
rvrfrf
November 24, 2021

Welcome to the Community, caringrk.

 

To verify my understanding, when this user's running their previous reconciliation reports, is their Transactions cleared plus any changes made to those transactions since the reconciliation option on the Select Previous Reconciliation Report window greyed out?

 

Also, is this only occurring with your one user, or are others encountering the same issue?

 

I'll be looking forward to hearing back from you. Have an awesome day!

C
caringrkAuthor
December 2, 2021

This is not the issue I am having.

 

The issue is that the previous reconciliations are only coming up as a pdf -without any menu (see image)

J
Joanchan
March 5, 2025

I have this problem too.  Did you find a solution to fix it?

Bryan_M
Bryan_M
March 5, 2025

I appreciate you for joining this thread, Joan. There are reasons why the previous reconciliation is showing a PDF file when you access it. I'll share the information about this, and if it's an error on your end, a resolution will be provided.

 

Please know that if you run a previous reconciliation report and select the Transactions cleared at the time of reconciliation from the In this report, include tab, this will display as a PDF file. 

 

However, if this isn't the case, let's perform some troubleshooting steps to show your previous reconciliation in the correct file form. Let's start by ensuring that your QuickBooks Desktop (QBDT) is up-to-date since outdated accounts can lead to issues like this.

 

If your QBDT is updated, let's use the Rebuild and Verify Utility tool to determine what's wrong with your company file that causes the error when running a previous reconciliation report. Here's how:

 

  1. Select Utilities from the File section in your account.
  2. Choose Verify Data. If there's an error message you can search it in QuickBooks Desktop support site for how to fix it.

Once it shows Your data has lost integrity, let's rebuild it to fix it. You can check out this article and go to the Rebuild your company file data section for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

 

Furthermore, your data is clean if it shows that QuickBooks detected no problems with your data. This time, we can run the QuickBooks Tool Hub to help fix common errors for report displays and functions in QBDT. Ensure to create a backup copy of your file before performing this so you'll have a duplicate in case an error occurs.

 

If the issue persists after performing the troubleshooting, I recommend contacting QBDT Technical Support to help you review your account in a safe environment and provide you with the exact resolution.

 

I'll also add this article so you can save important customization of a particular report that can be used in the future: Create, access, and modify memorized reports.

 

Let me know if you have additional questions about the display of your previous reconciled report. We'll willing to offer you help anytime. Keep safe always, and have a good day.

J
Joanchan
March 6, 2025

Hi Bryan,

Thaks for reponding to my message.  However, the solution didn't help becasue I am using an older version of Quickbook Pro 2016 desktop version and I believe there was no more update or supports for that version by QB.  The actual problem is this:  I am okay when it generated a PDF file, but the last right column was not displayed on the same page and that last column went to the second page, it appears the right margin was not wide enough for display all the columns on the page. Not only the previous reconciliation report had that issue, the normal reconciliation report aslo had the same problem.  Also, there's no setting on that PDF file for the page margin or during print to fit all in one page, because that was generated by QB.  I have the same QB version on another computer but doesn't have this problem, all the columns on the reconciliation reports fit into the same page when it's generated. Just that this computer's QB had this problem.  I wonder where can I find the setting to have all the columns be displayed on the same page.  The reconciliation report and previous reconciliation report were generated in a different method, even is PDF file, the rest of other reports e.g. Profit & Loss statement, Balance Sheet, those allow to print to Excel and that I could adjust each column's width, just not the reconciliation report, it totally generated a PDF without adjustment allowed.

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