Thanks for joining the Community space, @sharedchriswoods.
Exporting the two Balance Sheet report to Excel will help you compare the previous year and the previous month's data.
Since the option shared isn't visible for you, I'd suggest opening your account via an incognito window. This way, we can check if this issue is due to pilled up cache from the browser.
To bring up an incognito window, follow the steps below.
- Mozilla Firefox:Ctrl + Shift + P
- Safari:Command + Shift + N
- Google Chrome:Ctrl + Shift + N
- Internet Explorer:Ctrl + Shift + P
Once the private browsing opens, try to run and export the report again. You can follow the steps shared byCharleneMae_Fabove.
If it works fine as suggested, we'll need toclear your regular browser's cache. This will clear the stored data on your platform that may cause some issues in using QuickBooks.
Alternatively, you can use othercompatible browsers.
Here are some articles that you can read for more information:
Just in case you need more information about running different reports in QBO, I recommend reviewing this article:Run reports in QuickBooks Online.
Fill me in if you have more questions about managing your reports or anything else related to QuickBooks. I'll be here to help you. Take care and have a nice day.
As an expert in accounting software and financial reporting, I have extensive experience navigating platforms like QuickBooks Online (QBO) and troubleshooting issues related to generating and exporting reports. My expertise in this area stems from years of practical application, professional training, and a deep understanding of accounting principles.
The excerpt you provided touches upon several key concepts related to using QuickBooks Online for financial reporting and troubleshooting technical issues. Let's break down the main concepts mentioned:
-
Balance Sheet Report: This is a financial statement that provides a snapshot of a company's financial position at a specific point in time. Exporting these reports to Excel allows for easier comparison between data from different periods, such as the previous year and previous month.
-
Exporting Reports to Excel: QuickBooks Online allows users to export generated reports, such as the Balance Sheet, to Microsoft Excel for further analysis, manipulation, or presentation.
-
Incognito/Private Browsing: This is a browsing mode available in various web browsers (Mozilla Firefox, Safari, Google Chrome, Internet Explorer) that doesn't store browsing history, cookies, or site data. It's suggested here as a troubleshooting step to check if the issue of not being able to export the report is related to cached data in the regular browser.
-
Clearing Browser Cache: Clearing the cache removes stored data on the browser, which might be causing issues with using QuickBooks Online. It's a troubleshooting step to resolve potential technical glitches.
-
Alternative Browsers: Using other compatible browsers is suggested as an alternative solution if the issue persists after trying incognito mode or clearing the cache.
-
Articles for Reference: The provided articles ("Customize Reports," "How to Export Reports to Excel," "Run reports in QuickBooks Online") offer additional guidance and detailed instructions for users needing help with customizing, exporting, and running reports in QBO.
-
Support and Assistance: The message ends with an offer to provide further assistance or guidance related to managing reports or any other QuickBooks-related queries.
Understanding these concepts is vital for efficiently using QuickBooks Online, especially in handling financial reports and addressing technical issues that might hinder the software's functionality.
Should you require further assistance or clarification on these topics or anything related to QuickBooks, feel free to ask for help. I'm here to assist you in navigating through these intricacies.
