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BFoxSLF
February 22, 2024
Question

Transaction List for all Transactions that were CREATED on "x" date

  • February 22, 2024
  • 2 replies
  • 0 views

I am using QBO Advanced.

 

How do I create a report in the new reports layout for all transactions created on a single day of my choosing?

 

We have a "robot" that creates and enters bills/invoices for us and sometimes it does not send them all to QBO. Sometimes it does not send over all the invoices and I need to pull a report to compare side by side to the report from our "robot".

 

We used to be able to used the audit log. However it does not work very well or at all for what I need because I cannot filter it to only be bills/invoices.

 

Please send help.

2 replies

E
ErwinQ
February 22, 2024

Thanks for reaching out in the Community for assistance, BFoxSLF

 

To pull up the transactions entered today, let's customize and filter your report.

 

Here's how:

 

1. Log in to your QuickBooks Online account and navigate to the "Reports" section.

2. Click on the dropdown menu located in the upper right-hand corner of the page.

3. Select "Transaction List by Vendor" from the options.

4. Next, click on "Switch to Classic View".

5. Click on "Customize" 

6. Change the date filter to "Today".

7. Select Filter and thick "Transaction Type" 

8. Check the boxes "Bill" and "Invoice".

 

Moreover, you may want to visit this article to learn how to manage and customize your financial reports: Customize reports in QuickBooks Online.


I've also included this article as your guide in downloading and exporting your data: Export reports, lists, and other data from QuickBooks Online.


If you have questions related to reports, please feel free to reply on this post. I'm here to support. Have a great day!

B
BFoxSLFAuthor
February 23, 2024

This does not provide the information I need about the bills that were added. It does not show any of these transactions that happened within the audit log.

I will add pictures.

E
ErwinQ
February 23, 2024

Thank you for getting us back, BFoxSLF


Please know that QuickBooks follows the Greenwich Mean Time for reports. Based on your screenshot, it displays Eastern Time Zone which could be why the reports are missing on your end. To view them, you can either change the time on your audit log to Greenwich Mean Time or adjust the report date to one day prior.
 

To modify the time zone in QuickBooks Online, follow these steps:


1. Right-click on the time in the bottom-right corner of your computer screen and select Adjust Date/Time.

2. A window will open, and on the left panel, select the Date & time tab.

3. Under Change date and time, click Change.

4. Enter the time and press Change to update it.


You may find these resources helpful in running and customizing your reports in QuickBooks Online:

 

- Run reports in QuickBooks Online.

- Customize reports in QuickBooks Online.


Please feel free to let me know if there's anything else I can do for you. Don't hesitate to reach out to the Community anytime you need help getting back to business. Have a great day!

B
BFoxSLFAuthor
February 28, 2024

Changing my the timezone to Greenwich Mean Time doesn't feel like a great solution to this problem. I did try to change the dates forward backward and every way in-between to get them invoices and bills created on the desired date to show, and it does not work. I just tried the timezone change and that does not work as well.

 

I am wondering if QBO is not classifying them as bills or invoices when they are entered? I don't know how else it would be classified but do you have any suggestions on how I could find those bills and invoices? 

Could they show up as something else?

Is there a better or easier way to find this?

MorganB
MorganB
February 28, 2024

Thanks for giving those steps a try and following up with the results, BFoxSLF.

 

Since you're still unable to view the report data you need, I recommend reaching out to a member of the QuickBooks Online Support Team. Agents have specialized tools, such as the ability to share your screen, to take a closer look to determine why the correct report info is not being generated. Here's how to get in touch with the team:

 

1. Click the Help (?) button.
2. Select either tab to get started:
  - Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  - Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    a. Start a chat with a support expert.
    b. Get a callback from the next available expert.


The following article provides these steps if you ever need them again in the future: QuickBooks Online Support

 

Please feel free to reach back out in the comments below if you have any other questions. I'll be here to help in any way that I can.

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