I'm here to make sure you get all the help you need with your reports, VBSP. I've got your back every step of the way. Let's tackle this task together and make it a breeze!
To be sure we're on the same page, can you provide a bit more detail about the issues you're experiencing with your reports after the update? Are any reports missing, or are the amounts inaccurate?
If reports are missing, we can use the Verify Data and Rebuild Data tools to fix any data-related issues. This will help identify any errors or damaged data and refresh your QuickBooks company file.
Before we start, make sure to create a backup copy of your company file. This way, you can easily restore it and undo any changes if needed.
To verify the data, here's how:
- On the top menu, choose File.
- Choose Utilities.
- Select Verify Data.
If QuickBooks finds any errors during the verification process, go back to the File menu, hover over Utilities, and select Rebuild Data. Follow the on-screen prompts to complete the data rebuild process.
For comprehensive instructions regarding these steps, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.
If the amounts on your reports are incorrect, check the filters you've applied. Filters help narrow down your data to specific criteria, like date ranges, account types, or individual accounts. This ensures the amounts shown in your reports match your selected criteria. For more details on customizing your reports, refer to this article: Customize reports in QuickBooks Desktop.
It's also a good idea to save your report's customization settings if you run them regularly. Here's a guide on how to do that: Create, access and modify memorized reports.
In case you mean something else, comment back and provide more details. We're always here to help.
