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J
Julie 13
March 30, 2022
Solved

QuickReport not showing all transactions

  • March 30, 2022
  • 1 reply
  • 0 views

Using Enterprise Solutions for 5 users in a sales environment for wholesale products, meaning lots of inventory.

I added a new employee and kept their Role the same as the other team.

When she looks up an Item Listing, the quantity shows correctly.  However, the issue is that when she runs a QuickReport on the item, it only shows what we've sold - it doesn't include what we brought in therefore the quantity on the QR does not match the inventory amount on the List.  (It will show the record for an Invoice but not a Bill).

I have gone through Preferences.  I have made sure that when I run the QReport that there is no filter just looking for certain types of transactions, and it states ALL.

Of course I can run a data verification and rebuild if necessary, but this problem only occurs for one person, not the whole team.

Suggestions?  Thank you in advance.

Best answer by Tori B

Good morning, @Julie11. 

 

Thanks for taking the time to reach out to the QuickBooks Community for support.

 

First, I wanted to thank you for all of those details. It helps a lot when narrowing down the issue. Based on the information you gave, it sounds like you might have a broken user. Don't sweat. This is something easily resolved. All you'll need to do is delete the user and add them back. I've included some steps to delete and add a user below. 

 

Please be signed in as the Company file Admin user to complete these steps.

 

To delete a user: 

 

  1. Go to the Company menu, then select Users.
  2. Click on the User, then Delete. 
  3. Tap OK to confirm. 

 

To add the user:

 

  1. Go to the Company menu, then select Users.
  2. Hit Set Up Users and Roles.
  3. Enter the admin password, then tap OK.
  4. Click on the User List tab, then choose New.
  5. Enter a user name and an optional password.
  6. In the Available Roles section, select the user's roles, then tap Add.
  7. Hit OK.

 

Check out Create and manage users in QuickBooks Desktop for additional information about this process. 

 

Don't hesitate to let me know if you have any questions or concerns. Take care!

1 reply

Tori B
Tori BAnswer
March 30, 2022

Good morning, @Julie11. 

 

Thanks for taking the time to reach out to the QuickBooks Community for support.

 

First, I wanted to thank you for all of those details. It helps a lot when narrowing down the issue. Based on the information you gave, it sounds like you might have a broken user. Don't sweat. This is something easily resolved. All you'll need to do is delete the user and add them back. I've included some steps to delete and add a user below. 

 

Please be signed in as the Company file Admin user to complete these steps.

 

To delete a user: 

 

  1. Go to the Company menu, then select Users.
  2. Click on the User, then Delete. 
  3. Tap OK to confirm. 

 

To add the user:

 

  1. Go to the Company menu, then select Users.
  2. Hit Set Up Users and Roles.
  3. Enter the admin password, then tap OK.
  4. Click on the User List tab, then choose New.
  5. Enter a user name and an optional password.
  6. In the Available Roles section, select the user's roles, then tap Add.
  7. Hit OK.

 

Check out Create and manage users in QuickBooks Desktop for additional information about this process. 

 

Don't hesitate to let me know if you have any questions or concerns. Take care!

    J
    Julie 13Author
    March 30, 2022

    Woo Hoo!  That fixed it.  Thank you so much Tori B!

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