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I have been trying to set up customized reports. When I try to customize a GL report to show debit, credit balance....in that order when I reorder the columns to drag the balance column to the end, it always shows up before the debit column....
What am I doing wrong???
I'm here to ensure you'll be able to customize your report seamlessly, @BSBbkkbtax.
This may be a browser issue. To fix this, we can access your QuickBooks Online (QBO) account in an incognito browser and drag the columns again. This will give you a fresh start and errors held in cache or cookies will no longer apply. Below are the shortcut keys for the private browser you can use:
Once signed in, customise the report again. Here's how:
If this works, I'd suggest clearing the cache of your regular browser. This will refresh website preferences that might be causing problems when you use QBO. If the same thing happens, you can use other supported browsers to access your QBO account. It could be that the one you're currently using has a temporary issue with QuickBooks.
You can also save the customisation so you can apply the same format in the future. To do so, simply click the Save customisation button.
If you have any other questions about customising your report in QBO, feel free to post here again. I'm always around in the Community to assist you further. Have a good one.
Those steps did not work. I will work around.
It used to be a big issue before I was more familiar with other ways to view ledgers etc.
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