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S
SethH
March 5, 2019
Question

My journal entries include a Name but that name is not populated on any of my reports. Is there a setting that needs to be changed?

  • March 5, 2019
  • 4 replies
  • 0 views
Original commenter did not share additional details

    4 replies

    T
    Teri11_2
    March 5, 2019

    Are you inputting Name when you do entries?  Can't get output without input.

    R
    Rasa-LilaM
    March 5, 2019

    Greetings, SethH.


    Thanks for dropping by the Online Community. I’m here to clarify why you’re unable to see the name on the reports.


    As mentioned by @Teri11_2, make sure to select a name for it to show on the journal entry. When running a report, you’ll have to click the transaction related to it and it will route you to the Transaction Report.

     

    Check out these screenshots for visual reference:

     

     


    From there, refine the report to see the actual name whether it’s a customer, vendor or employee. To visually guide you through the process, check out this article: Customize Reports and Email.

     

    To customize:

     

    1. Go to Reports on the left panel, then select the report you're working on.
    2. Double-click on the transaction.
    3. On the Transaction Report page, click on the Gear icon in the lower right hand.
    4. Mark the boxes for Customer, Vendor and Employee.
    5. Click anywhere for the changes to take effect.

    That’s it. The information I provided should point you in the right direction.


    If you have additional questions about QBO, leave me a comment by clicking on the Reply button. I’ll be right here to answer them. Enjoy your day!

     

      G
      gelkins4
      January 24, 2020

      This process does not work. Why even bother having a Name field in the journal entry if it does not show up anywhere including a vendor transaction report? 

       

      Clearly this is a glitch that needs to be fixed. 

        Candice C
        Candice C
        January 24, 2020

        Welcome back to the Community, @gelkins4.

         

        I can share some insight into a vendor transaction report.

         

        Although this would be very helpful to other users like you,  this feature isn't available at the moment. However, you can add different fields to the report.

         

        Here's how:

         

        1. Go to the report.

        2. Press Customize in the top right-hand corner.

        3. Click Rows/Columns.

        4. Select Change Columns.

        5. Choose what kind of fields you would like to have on the report.

         

        If you have any other questions, please let me know. I want to make sure that your concerns are addressed. Have a splendid day.

        M
        MaryAnn_E
        February 13, 2020

        Hi @atalutis,

         

        The Transactions List by Customer report shows the invoices and their payments. Though, it doesn't show the details of the transactions. This is why you’re unable to view the amounts.

         

        You can run Transaction Detail by Account report, let me guide you how.

         

        1. Go to the Reports menu.
        2. Search for Transaction Detail by Account report.
        3. Click the Customize button.
        4. In the Group by section choose Customer, and add the Account column in Change columns link.
        5. Hit Run report.

         

        I’m adding this article you can read on how to use reports in QuickBooks Online: Run reports.

         

        The Community is always around to help you if you need anything else. 

          K
          KKcc88
          January 26, 2021

          I have this same stupid issue, I hope they fix this...its stupid to have name inputted in the data entry but the report just shows blank....

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