Kurt_M
QuickBooks Team

Other Questions

It isn't the experience I want you to have when generating the Return of Trading Details Report in QuickBooks Online (QBO), @MCooney. I'll point you in the right direction to get the details you need.

 

I suggest reaching out to our Live Support team. They have the resources to securely access your account and provide information on your current situation. Additionally, they can guide you through the necessary steps to resolve the report and ensure that all required details will reflect accurately. Here's how:

  1. Access your QuickBooks Online company.
  2. Click (?) Help.
  3. Select the Assistant tab to get help from the QB assistant, or select the Search tab to enter your question and find Help articles.

 

For support availability, please see this page: Get help with QuickBooks products and services.

 

In addition, you can check out this article to guide you in modifying your reports in QBO: Customise reports in QuickBooks Online.

 

You can count on me to respond in the comment section if you have other inquiries related to reports in QBO. I'll do my best to help as soon as possible. Stay safe.