Hello, msdelgarcia.
From our description, you may have a browser cache-related issue. That's why your Balance Sheet report shows incorrect account balance and/or detail type whenever you generate it for the first time after logging in to your QuickBooks Online (QBO) account. Let's perform some troubleshooting steps to fix this behavior. I'll guide you through the process below.
Your browser saves files to load websites faster on your next visit. But over time, it'll get outdated, which can cause errors and performance issues using QBO.
To fix this, you can perform some troubleshooting steps. Start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
Once signed in, go to the Reports menu to pull up the Balance Sheet report.
If the report shows the correct data, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performance issues. However, if this matter continues, I'd recommend using other supported browsers.
Additionally, once you've memorised a report, you can send it by email on a recurring schedule. To do this in QBO, you may want to check out this article to guide you: Set schedule and email information for a memorised report.
Please keep me posted in the comments if you have other reporting concerns or questions about managing accounts in QBO. I'll gladly help. Take care, and I wish you continued success, msdelgarcia.
