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May 23, 2023
Question

If detaill transactions as well as totals of transactions will not be for the period specified. What might be wrong??

  • May 23, 2023
  • 1 reply
  • 0 views
Hello all,
I created a TB report for a period of  one and half year but the transaction details will only give me a half for the half year period of the second year, which is the total showing in the report as well. 
I expected that the full 18months sales will show.  Meanwhile other ledgers will show the full 18 month details
Did anyone have this experience or did I configure wrongly?

1 reply

May 23, 2023

Hello there, Miriam.

 

Let's perform some troubleshooting steps to rule out the possibility of a browser issue so you can get the complete data you need in QuickBooks Online (QBO).

 

Your browser saves files to load websites faster on your next visit. But over time, it'll get outdated, which can cause errors and performance issues using QBO.

 

To fix this, you can perform some troubleshooting steps. Start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

 

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the Reports menu and pull up the Trial Balance report. For the complete guide to running financial reports, please see this article: Run reports in QuickBooks Online.

 

If it works, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performance issues. However, if this matter continues, I'd recommend using other supported browsers.

 

In case the issue continues, even after performing the recommended troubleshooting steps above, I'd recommend contacting our Customer Care team. They can create a case to trigger an investigation and get your issue fixed in no time.

 

Once everything is all set, you may also want to save your reports' current customisation settings for future use. To do this, you can check out this article for the complete guide: Memorise reports in QuickBooks Online.

 

Keep me posted in the comments if you have other reporting concerns or questions about managing financial data in QBO. I'll gladly help. Take care, Miriam.