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D
DBJ-CA
April 15, 2024
Question

Why Do Only A Few Pledges Display on Sales / Pledges Report

  • April 15, 2024
  • 1 reply
  • 0 views

Our nonprofit makes loans which we track on QBO. Because we are a nonprofit, QBO uses the term "pledge" to refer to loans, of which we have several loans.

 

The Sales / Pledges report lists only 4 of those loans.

 

I would expect this report to list either all or none of our loans, not only 4.

 

From what I can tell, these loans are coded the same as the others, so I'm not sure why QBO treats them differently on this report.

 

Thanks in advance for any insights.

1 reply

I
Irene R
April 15, 2024

Hello there, DBJ-CA.

 

I appreciate your posting in the community with your Sales/Pledges that didn't show on your report list in your QuickBooks Online (QBO). Let me share details regarding this matter. 

 

When generating reports in your QBO, there are factors that you should consider to be able to see the data that you need. Here are some that you could consider:

 

  1. The date range of your sales/pledges and the report didn't match.
  2. The accounting method you used while generating a report, whether you use the Cash or Accrual accounting method.
  3. The Filter you've personalized upon creating the report.

 

You can learn more about personalizing reports here in these articles: 

 

 

Feel free to reach out if you have more concerns about your sales/pledges that aren't showing on your report lists in QBO. I'm just one post away.

    D
    DBJ-CAAuthor
    April 16, 2024

    Thank you for your reply.

    The possible solutions you’ve provided don’t apply to my issue. There are many other loans that meet the specified reporting criteria (status = all, date = last 12 months), but for some reason only four loans are listed. 
    Another weirdness:

    One of the 4 pledges / loans listed is for Cruz, with a balance of $3,000, which is correct.

    When I run the Pledges and Received Payments report for all dates, Cruz's pledge / loan does NOT appear on that report (even though it does appear on the Sales / Pledges report).

    When I run statement of financial activity, Cruz’s pledge / loan IS included in the AR (i.e. when I drill down into the detail, Cruz’s pledge / loan displays).

    This might be a reporting bug? Any ideas?

     

    Thank you, David

    A
    ArielI
    April 16, 2024

    Hello, @DBJ-CA.

     

    I appreciate the efforts you have made to obtain the report you require. Please understand that this is not the level of service we want you to receive. However, let me direct you to our support team, who will offer you the best advice to obtain the correct report.

     

    To reach our support team, you can follow these steps:

     

    1. In your QuickBooks account, go to the Help menu.
    2. Hover to the Search tab, then click Contact Us.
    3. Type in a short description of your issue and concern in the box provided.
    4. Click Continue.
    5. Select the Chat or Callback option.

     

    'll be adding some related articles to help you get your way around the Reports feature in QBO:

     

     

    If you have further questions about reports in QBO, you can comment below, and we'll respond to you as soon as possible.

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