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March 21, 2023
Question

I wanted to inquire about a loss of functionality when viewing reports in QB online. When I filter by name, I am no longer able to see journal entries.

  • March 21, 2023
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1 reply

March 21, 2023

Hi there, Andrew. 

 

Allow me to share some information about running reports in QuickBooks Online (QBO)

 

In QuickBooks, when you filter Group by Name, the Journal Entry (JE) will show under the not specified. Since the names entered in the JE are for a specific line of entry only. 

 

Can you share with me what reports are you trying to pull up? Any information will help us provide the best resolution for your inquiry. 

 

In the meantime, you may consider running the Transaction Detail by Vendor report to view the Journal Entry. Ensure to filter the correct Date and the Transaction Type. 

 

I've added screenshots for your reference. 

 

 

Moreover, you can also open the details from this link for additional resources when running and customizing reports: Run reports in QuickBooks Online.

 

Let me know if there's anything that you need in generating the report you need. I'm always here ready to answer them for you. Take care and have a great day ahead!