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ernest3
Level 1

My old format reports on a detailed ledger shows data, when I use the new format it shows no data.

On my old format detailed ledger my transactions shows, when I use the same ledger on the new format report my report has no data/tranactions?

1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

My old format reports on a detailed ledger shows data, when I use the new format it shows no data.

Let's walk through some troubleshooting steps to help you see the data you need in the Ledger report in QuickBooks Online (QBO), Ernest3.

 

If you use Modern view, set the Ledger report period to All Dates or a broad custom range. Open the General Ledger report and adjust the period as needed. Also, try switching between Accrual and Cash accounting methods to check for missing data.

 

 

The ledger report should show everything, but filters might still be on. Click the Filter icon to see if any filters are hiding accounts, vendors, customers, or transaction types. Then, make sure all accounts are selected if you want to view all your data.

 

 

 

 

To get the most out of your financial reports, check out this article: Customise reports.

 

If you are searching for a bill or invoice, check if the report's columns are set to show the paid status. If a transaction was never recorded, it will not appear in the Ledger report. If it was recorded and then paid, you will see both the original transaction and the payment. Some reports might not show all details of paid transactions if they are filtered by a specific paid status.

 

Estimates, purchase orders, and sales receipts without a payment will not appear and only posted transactions show up on the General Ledger. For some transactions, especially payments for bills or invoices, you might see just a summary line instead of a full breakdown. To see more details, click on the transaction or check other reports, such as the Transaction Detail Report.

 

If the report still doesn't display as expected, refresh QBO by closing and reopening, then run the report again.

 

Please go back to this post if you have more questions about managing your financial reports or QuickBooks-related concerns.