Thank you for joining this thread, kevinamfs.
I can see how the Custom reports' missing function buttons hindered you from completing other tasks you'll need to finish. Let me assist and guide you on how to get them to appear in the mentioned report area.
We'll have to test if the browser's cache is full, as this can frequently create issues in the online program and prevent web pages from loading properly. Let's log in to QuickBooks Online (QBO) in private browsing or incognito mode because it doesn't use the existing cache data. Then open the Custom reports from there.
Here are the shortcut keys on how to bring up one in each browser:
- For Microsoft Edge, press Ctrl + Shift + P.
- For Safari, press Command + Shift + N.
- For Firefox, press Ctrl + Shift + P.
If the function buttons appear in a private window, return to your regular browser and clear the cache and cookies to start fresh. You can also switch to another browser to see if the one you're using is damaged.
If none of these solutions work, I recommend contacting our QBO Care Team for further investigation. From there, they'll guide you on how to apply the permanent solution.
To reach them:
- In your company, head to the Help icon in the upper right to display the support window.
- Choose the Assistant tab and then enter a brief description of your concern in the Type something field.
- Click the Get help from a human link and type a phrase or keyword in the What can we help you with? field.
- Press the Continue button to view the support options.
- Choose Chat to get in touch with a live expert and Callback to speak with an agent.
I don't want to leave you empty-handed here. I've added a link to a list of topics about creating and managing reports in QBO: Self-help articles. Simply select one from the list that suits your concern and click on it to view the complete details.
As the end of the year approaches, you need to complete certain tasks in the online program to prepare for the new year. Use this checklist to complete year-end tasks smoothly: Year-end guide for QuickBooks Online.
Feel free to visit the Community again if you have other product-related concerns or additional questions about reports. I'm always ready to help and make sure you're taken care of.
