- Mark as New
- Bookmark
- Subscribe
- Highlight
- Report Inappropriate Content
Transactions
I'd be delighted to share some insights on how to get isolate this issue and get the balance of your Retainage Receivable account, @kmorris1117.
You'll want to ensure you filter the date range of the report accurately to show the balance of your account. Otherwise, you can access your QuickBooks Online (QBO) account in a private or incognito window.
This way, we can verify if this is a browser cache issue. Too much data stored cache from the browser can affect the views and performance of your account.
Using a private window help us isolate the issue as this doesn't save any data files. To open an incognito mode, you can refer to these keyboard shortcuts
- Ctrl + Shift + N (Google Chrome browser)
- Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browsers)
- Command + Shift + N (Safari browser)
If you’re able to view the balance of your account when running a report, I’d suggest clearing your regular browser's cache. If the issue remains, I recommend using other supported browsers. This way, we can check if this is a browser-specific issue.
I've also collected these resources that you can read for reference in managing your reports and accounts:
I'll be around whenever you have other follow-up questions about your reports and accounts. Just add them in your reply and I'll take care of them for you. Stay safe!