Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
DBJ-CA
Level 2

Reply to message

Thank you for your reply.

The possible solutions you’ve provided don’t apply to my issue. There are many other loans that meet the specified reporting criteria (status = all, date = last 12 months), but for some reason only four loans are listed. 
Another weirdness:

One of the 4 pledges / loans listed is for Cruz, with a balance of $3,000, which is correct.

When I run the Pledges and Received Payments report for all dates, Cruz's pledge / loan does NOT appear on that report (even though it does appear on the Sales / Pledges report).

When I run statement of financial activity, Cruz’s pledge / loan IS included in the AR (i.e. when I drill down into the detail, Cruz’s pledge / loan displays).

This might be a reporting bug? Any ideas?

 

Thank you, David

Need to get in touch?

Contact us