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December 10, 2023
Question

My Company Name Changes When Ever I select the appropriate invoice standard format2. When ever i select the already designed format for my different nature of business

  • December 10, 2023
  • 1 reply
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How I can see all the transactions related to journal entries with every amount of it in recent transaction report ?

1 reply

MariaSoledadG
December 10, 2023

I'll show you how you'll be able to see journal entry transactions, Azeez,

 

Creating templates enables you to streamline the process, save time, and create adaptability in your workflows.  When using QuickBooks Online (QBO), every time you change your company name, it will also affect those previously designed saved templates. You'll want to make sure to make the changes of the company name whenever you want to use a different template.

 

On top of that, you can run the Journal report and customise it to show your recent transactions. To do so, follow the steps provided below:

 

  1. Go to the Reports tab, then search Journal.
  2. Make sure to select the correct Report period.
  3. Click Customise.
  4. Under the Filter section, tick the box Transaction Type box. 
  5. Hit Run report.

 

Furthermore, you may want to customise the appearance and layout of sales forms to enhance your business communication. You can check out this article for more details: Customise Invoices, Estimates, And Sales Receipts In QuickBooks Online.

 

Drop your comment below if you have any questions about templates or journal entries. I'll be one post away if you need assistance.