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NCAP Chris
April 19, 2021
Solved

Reporting Drill Down - Desktop

  • April 19, 2021
  • 2 replies
  • 0 views

I use the desktop version of QB and with the upgrade to 2021 I am no unable to drill down on P&L statements to get to the detail of the balances.  It used to open a general ledger.  Is there some setting that I changed causing this problem?

    Best answer by masterrenovationsinc

    Hello there, @masterrenovationsinc.

     

    Since performing all the steps shared above didn't work, I suggest contacting our Customer Support Team. They have the tools to check your account securely and investigate further the cause of the issue.

     

    Here's how:

     

    1. Click on the Help icon at the top menu bar to select QuickBooks Desktop Help F1.

    2. In the Have a Question window, scroll down to choose the Contact us link.

    3. This will display the Contact Us screen.

    4. Enter the issue in the Tell us more about your question section.

    5. Press the Search button to display the Get Phone Number or Start a Message button.

     

    I’m adding a guide that lists our support hours and calls me back options to fit our customer schedules. Then, click on the QuickBooks Desktop link to view the complete information: Support hours and types.

     

    I've also added this link about customizing the report in QuickBooks Desktop. It will help improves management systems, streamlines processes, and become you more efficient: Customize reports.

     

    Keep me posted on how it goes after contacting our support team. I want to make sure this is taken care of.


    Maybelle,

     

    I was preparing to get with Customer Support when I got a chance to ask a local QB expert. She suggested I move QB to my main monitor. I did so and immediately everything worked: the mouse cursor changed when hovering over an item on the job profitability and I was able to double click to open to item cost detail. For some reason, QB disables this when viewed on a monitor other than the primary monitor on at least some multi-monitor setups. 

     

    Please get the design/tech team to fix this issue and release a patch. 

     

    Thanks.

    2 replies

    M
    MadelynC
    April 19, 2021

    I’ve got you covered, @NCAP Chris.


    Data issues might be the reason that you’re unable to drill down Profit & Loss statements. I can provide troubleshooting steps here so you'll get the balance details.


    You can utilize the Verify Rebuild Data tool in QuickBooks Desktop. It identifies the most commonly known data issues within your company file while resolving them right away. Here are the steps to do it:

     

    1. Choose Window and then select Close All.
    2. Go to the File menu, and then click Utilities.
    3. Select Rebuild Data.
    4. Follow the onscreen instruction to back up your data.
    5. When the tool finishes, select OK.
    6. Navigate to the File menu, then hover over Utilities.
    7. Click Verify Data and select Rebuild Now once QuickBooks finds an issue with your company file.


    Please know that you'll need to log in to your Desktop account using the single-user mode when performing this process. You can check this reference about fixing data concerns for additional instructions if the issue remains the same.


    In case you need more information about our report features in QuickBooks. Feel free to check this reference about customizing reports. This improves management systems, streamlines processes, and can help you become more efficient.


    If you have other concerns besides reports, just let me know by posting a comment below. I'll always be around. Have a good one!

    N
    NCAP ChrisAuthor
    April 27, 2021

    This solution did not result in correction.  I have no data errors.

      JoesemM
      JoesemM
      April 27, 2021

      Thanks for following the troubleshooting steps shared by my colleague and its result, @NCAP Chris.

       

      Verifying and rebuilding function is a good start to isolate the issue since you don't have data errors, I'd recommend running the QuickBooks File Doctor. To get the most out of your QuickBooks File Doctor experience, we recommend using it on Windows 10, 64-bit. 

       

      Here's how:

       

      1. In your server computer, close QuickBooks.
      2. Download and install QuickBooks Tool Hub. Then, save the file somewhere you can easily find it.
      3. Open the file you downloaded (QuickBooksToolHub.exe). Follow the on-screen steps to install and agree to the terms and conditions.
      4. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
      5. From the tool hub, select the Company File Issues tab.
      6. Choose Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open.
      7. In QuickBooks File Doctor, take your company file from the drop-down menu. If you don’t see your file, hit Browse and search to find your file.
      8. Tick Check your file (middle option only) and then Continue.
      9. Enter your QuickBooks Admin password and then Next.

       

      After the scan finishes, open QuickBooks and your company file. Please take note that your issue may have been resolved even if the scan says it was unsuccessful. To learn more about this process, I encourage reading this guide: Fix company files and network issues.

       

      For additional reference about running and customizing reports in QBDT, you may check this article:

       

       

      Don't hesitate to let me know if you have any other questions about this concern. I want to ensure you're taken care of. Have a nice day ahead.

      H
      heather_k
      March 31, 2023

      It's been a couple years since this was posted, but in case anyone else is looking. Set Quickbooks to Multi monitor view and you can drill down on any monitor. Otherwise, as mentioned below, QB has to be on your main monitor.

      View > Switch to Multi-monitor mode

      O
      Omertax
      March 11, 2024

      How do you set up multi monitor view in QB?

      C
      Carneil_C
      March 11, 2024

      Thanks for joining the thread, @Omertax.

       

      I'd be delighted to walk you through how to set up a multi-monitor view in QuickBooks Desktop.

       

      We can use this feature to increase your productivity. To enable this, go to the View menu and select Switch to Multi-monitor Mode. You can refer to this screenshot below for your visual reference:


       

      Please note that this feature is exclusive to QuickBooks Desktop 2018 and later versions. Here's an article you can read for more details: Use QuickBooks on multiple screens or in Multi-Monitor mode. It includes information about its limitations, common issues, and how to address them.

       

      Also, I've added this helpful resource to help you personalize your reports for future use: Customize reports in QuickBooks Desktop.

       

      Fill me in if you have more queries about your display preferences in QBDT. I'd be glad to assist you further. Take care always and best regards.

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