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QuickBooks Quick Report Not Working
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QuickBooks Quick Report Not Working – Fix Reporting Issues

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Is QuickBooks Quick Report not working for you? Or are you facing some issues when generating reports? Perhaps the Quick Report doesn’t include all the transactions, or the quantity shown in the report doesn’t match the inventory amount in the list.

In this blog, we are going to look at some common issues QuickBooks users face with Quick Report. We will guide you on how to fix them and generate proper reports.

If your QuickBooks Quick Report is not working and interrupting your workflow, we suggest you seek expert assistance to resolve the issue right away. Speak to a QB ProAdvisor and get your QuickBooks working fine right away. Dial 1(800) 580-5375!

Possible Reasons for QuickBooks Quick Report Not Working

Different users face different types of issues when running the QuickBooks Quick Report. Let us look at some possible reasons why Quick Report might not work correctly.

  • The issue might lie in the QuickBooks user profile.
  • You might be unable to see all the transactions if preferences aren’t correctly set or the filter isn’t set to show all transactions.
  • Data damage in the company file can affect the Quick Report.

QuickBooks Quick Report Missing Some Transactions: Fix Now

In this section, we are going to consider the scenario where you run the Quick Report, but some transactions are missing. Here are the troubleshooting steps you should carry out to resolve this.

1.     Ensure Preferences and Filters are Set Right

When you run the Quick Report, you have the option to filter the transactions accordingly. However, if you want to see all the transactions, ensure that the preferences and filters are set to show all the transactions.

2.     Set the Dates and Customize the Report

Another thing that helps is setting the date and customizing the reports to see the transactions that you require. Therefore, correctly set the dates and other customizations while running the report.

Also Read: How to Run QuickBooks Accounts Receivable Report

3.     Perform Verify and Rebuild Data

If the QuickBooks Quick Report not working issue persists, the data damage in the company file can be the culprit. Run the Verify and Rebuild Data utility to pinpoint the common data issues and resolve them.

Run Verify Data

  • Open QuickBooks Desktop and click on Window.
  • Tap on Close All.
  • Now, select File and tap on Utilities.
  • Click on Verify Data.
  • If you see the message “QuickBooks detected no problems with your data”, there are no issues with your data. You can skip the next step for rebuilding the data.
  • If you see an error message, search on the internet for how to fix it.
  • If you see the message “Your data has lost integrity” or other data damage was found in the company file, proceed to the next step to rebuild the data.

Note: The users who use Assisted Payroll must contact Assisted Payroll before rebuilding the data.

Run Rebuild Data

  • Select File and tap on Utilities.
  • Click on Rebuild Data.
  • QuickBooks will now guide you in creating a backup before you rebuild your data. Click on OK, as you need to make a backup before you can rebuild the data.
  • Save your backup in a desired location. Enter a new name and make sure to not replace another backup file.
  • Finally, tap on Save.
  • After the rebuild is completed, you will get the error message Rebuild has been completed. Tap on OK.

Now verify your data again and check for additional damages.

  • Now, select File and tap on Utilities.
  • Click on Verify Data.

If the verify founds additional damage, you will need to manually fix them. Consult solution four of this guide on how to identify and manually fix the damaged item.

On-Hand Inventory and Quick Report Don’t Match

A user, when they run Quick Report gets a different quantity of on-hand inventory which doesn’t match the on-hand inventory amount they see in the item list. This is an issue with the QuickBooks listing.

If your QuickBooks listing shows incorrect figures, close and reopen it to allow it to refresh and update. Moreover, set the Quick Report to all dates and then refresh it.

However, if the inventory on hand and Quick Report still don’t match, here are some possible reasons why:

  • Non-posting transactions might be listed on the Quick Report.
  • Transaction includes different units of measure.

To fix this, here are some things you can do:

  • Set the Filter correctly to avoid such issues.
  • Customize the report before you run it.
  • Adjust the inventory quantity or its value.

Transactions Not Showing Up in Customer Quick Report

 A user utilizes QuickBooks Premier edition for their accounting operations. Now, one fine week, when they enter transactions by creating a deposit, these transactions don’t show up in the customer’s Quick Report. The user made sure that they assigned the transaction to a certain customer. However, the issue persisted.

The thing is that the transactions won’t show up on the customer QuickReport. To be precise, a deposit is a bank entry that you must record as income to a particular account on the register. This is the reason the customer account doesn’t include deposits.

Let us see all the transactions that the customer accounts consist of.

  • Navigate to Customers and click on Customer Center.
  • Now, tap on the name of the customer.
  • Click on Transactions.
  • In the Show drop-down menu, choose All Transactions.
This image will help you to see transactions in customer quick report

A Workaround That You Can Try

As we saw, the deposits don’t show up in the customer accounts. However, after creating the deposit, you can go to the bank register and add that customer to the Payee field. Now, the transaction will show up in the customer transactions and Quick Report. Hopefully, this works for you. 🙂

Quick Report Not Showing All Transactions

Let us look at an issue a user faced when running QuickBooks Quick Report. A business using QuickBooks Enterprise Solutions has 5 users, and they use QuickBooks in a sales environment for wholesale products, which means lots of inventory. Now, a certain employee whose role is the same as the other members of the team is facing a certain issue. When she checks the Item Listing, she can see the correct quantity. However, when she runs a QuickReport on an item, she only sees what the company has sold, not what it has brought in.

  • The QuickReport doesn’t show all the transactions.
  • The quantity shown in QuickReport doesn’t match the inventory amount on the List.

The user made sure that Preferences were set right and the filters were set to show all transactions.

In this scenario, as the problem lies for only one user, we can rule out the need to run data verification and rebuild the utility.

Here’s something you should try when QuickBooks Quick Report is not working for a certain user.

Delete and Add the User Again

The problem can stem from the issues with the user profile. Therefore, you should delete and create the user profile again.

Here is how you can delete a user:

  • Tap on the Company menu in QuickBooks.
  • Click on Users.
  • Now, choose the user you wish to delete.
  • Tap on Delete, then press OK.

Now, let us add the user again.

  • Tap on the Company menu in QuickBooks.
  • Click on Users.
  • Now, tap on Set Up Users and Roles.
  • Provide the admin password when prompted and press OK.
  • Tap on the User List tab and select New.
  • Now, provide a username, and optionally, you can also set a password.
  • Specify the user’s roles in the Available Roles section.
  • Finally, tap on OK.

Error Message: Cannot Generate a QuickReport Without a Name

As soon as you click the button to generate Quick Report, do you see the following error message:

“Cannot generate a QuickReport without a name”

This is because Quick Report only works when you specify a name on the selected transactions. Let us guide you on how to generate the QuickReport correctly.

  • Open the right company file.
  • Now, click on the Banking menu and choose Use Register.
How to Generate a QuickReport Without a Name step 1
  • Select the bank or credit card account and tap on OK.
Generate a QuickReport Without a Name step 2
  • Now, select a transaction.
Generate a QuickReport step 3
  • Once you are done, click the QuickReport button to generate a QuickReport.

Final Words

So, this was all on why might be your QuickBooks Quick Report not working and how to resolve this. If the problem persists, or you have a related query, our QB ProAdvisors are only one call away. Dial 1(800) 580-5375 now and allow these QB experts to take care of the issue.

Frequently Asked Questions

Why are memorized reports in QuickBooks not working?

The memorized reports might not work if the memorized reports or the memorized lists might be damaged. To fix this, first update your QuickBooks Desktop to the latest release. Now, resort to the memorized lists.

How do I run a quick report on QuickBooks desktop?

You can run a Quick Report from the General Ledger, from the Charts of Accounts, and from a summary report. In a summary report, when you hover the cursor over the amount total, you will see a magnifying class. Double-click the total to run a report.

How do I turn on advanced reporting in QuickBooks?

Here’s how you can turn on the advanced reporting feature in QuickBooks:

  • Tap on the Company tab at the menu bar at the top.
  • Hover over the Users.
  • Now, tap on Set Up Users and Roles.
  • Click on the Role List.
  • Select New.
  • Grant access to reports.
  • Provide the necessary information.
  • Tap on OK.

Why is QuickBooks not showing all transactions?

Is your QuickBooks missing some transactions? To fix this, ensure that your QuickBooks has downloaded the latest transactions. This can be done by refreshing the bank transactions. The detailed steps for troubleshooting QuickBooks missing transactions are discussed in this guide.

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