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We won't rest until the Group By drop-down is taken care of, @bradleysugarman.
I appreciate you for following the troubleshooting above. Since all the troubleshooting steps didn't work, I recommend contacting our QuickBooks Support Team. One of our agents will investigate this further and provide additional troubleshooting steps to get this fixed. They can also create an investigation ticket if other users are experiencing the same.
To reach them, please follow the steps below:
- Go to the Help menu, then click Contact Us.
- Type your concern in the box and tap Let's talk.
- Choose either Get a call or Start a chat.
- Complete the required data and submit the request.
Make sure to contact them within business hours to ensure a swift response.
Additionally, visit these articles below on how to manage client's accounts and personalise financial reports in QuickBooks:
- Manage clients in QuickBooks Online Accountant
- Learn how to get the most out of your financial reports
Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!