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SarahannC
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Hello there, grishsavla.

 

We can fix the incorrect report by enabling Marcos. Here's how:

 

  1. In Excel, go to the File menu.
  2. Select Options.
  3. Click Trust Center, then select Trust Center Settings.
  4. Select Macros Settings, then select Disable all macros except digitally signed macros.
  5. Select OK.
  6. Re-export the report from QuickBooks Online to Excel.

 

If your customer gets a notification about Macros when exporting, accept the Macros. You can also check this article to learn on what to do when there are missing details when opening the report in Excel. Then, here are some articles that will guide you through modifying and memorizing reports within your QBO account.

 

 

Please don't hesitate to post again if you have other questions. I'm here to help. Take care always.