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Other Questions
Hello there, @paul-firstprinci.
I'd be glad to help you resolve this issue about the missing details on the accounts in QuickBooks Online.
Allow me to share some insights about this unusual behavior. There are times that the accumulated data saved in your browser's cache will become outdated over time and can be the cause of this odd behavior. I'd recommend using an incognito browser to test if this is a data-related issue. Here are the shortcut keys to access a private window.
- Google Chrome: Ctrl + Shift + N
- Safari: Hold down ⌘ + Option + P
- Mozilla Firefox & Microsoft Edge: Ctrl + Shift + P
After logging into your account, verify if the issue is still the same. If it's not, you can go back to your regular browser and clear the cache. This way, the outdated data will be refreshed. If it's still the same, you can use another supported browser.
However, if the issue still persists I'd suggest contacting our Customer Care Team. They have the tools to verify your account and get to the bottom of this.
You may consider checking out this article for your future task about tracking the specific aspects of your business in QuickBooks Online: Run reports in QuickBooks Online. This also contains sub-articles that can help you do more with your reports such as customizing and memorizing it.
Please know that you can always get back in the comment section below if you have other questions or concerns. It would be my pleasure to assist you further. Take care and have a wonderful day ahead.