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Replying to:
JaeAnnC
QuickBooks Team

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Thanks for chiming in on this thread, @Janiserv. Let me guide you over the Display tab in QuickBooks Desktop (QBDT) so you can create a custom Collection report.

 

Normally, the Display tab is found on the Modify Report: Collections Report page after selecting Customize Report. When you're unable to access it, it's more likely a temporary data issue with QBDT. Don't worry. I'm here to help you perform some troubleshooting steps to resolve this.

 

Determine whether or not you can access the Display tab by opening a sample company file. If not, utilize the Quick Fix My Program feature in the QuickBooks Tool Hub. Doing so helps fix common errors so you may return to business with ease.

 

If you're able to view the Display tab, let's isolate the issue and utilize the Verify and Rebuild tool to resolve data problems in a company file. The verify tool finds the most common issues, and the rebuild tool fixes them. Here's how:

 

To verify:

  1. Go to Window and select Close All.
  2. Select File, then Utilities.
  3. Click Verify Data.

 

To rebuild:

  1. Go to File, select Utilities, and then select Rebuild Data.
  2. Press OK when QBDT asks to make a backup. Choose where to save it and click OK.
  3. Select OK once you get the message Rebuild has completed.

 

For extra assistance, you could also use the QuickBooks Tool Hub. We advise using the most recent version (1.6.0.3) on Windows 10 64-bit for an optimal experience.

 

Furthermore, refer to this article for the troubleshooting options in case you're unable to open your company file in QBDT: Can't open your company file in QuickBooks Desktop.

 

Feel free to reach out back to us whenever you need additional help running reports. The Community is here to answer your queries anytime. Keep safe, and have a fantastic day ahead!

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