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richard96
Feb 22, 2021 6:53 PM UTC
Solved

Accessing the Name field for journal entries in transaction reports

When running transaction reports, the Name field is never populated for journal entries. This makes them next to useless for accounts with high numbers of journalled transactions. Can this bug be corrected please?!

MirriamMAnswer
Feb 23, 2021 3:44 AM UTC

Hi there, @richard96.

 

When running the Journal report, the source of information displayed on the Name field is on the name attached to the transaction and not on the line item of the Journal entry (JE) created. Thus, that column will not populate anything for JE. If you'd want a name to post on the report, you can use other transactions and not JE. 

 

To know more about running reports in QuickBooks Online, see the below articles:

If there's anything else you need help with, feel free to reach back out. I'd be happy to lend a hand. Take care.

 

 

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3 replies

MirriamMAnswer
Feb 23, 2021 3:44 AM UTC

Hi there, @richard96.

 

When running the Journal report, the source of information displayed on the Name field is on the name attached to the transaction and not on the line item of the Journal entry (JE) created. Thus, that column will not populate anything for JE. If you'd want a name to post on the report, you can use other transactions and not JE. 

 

To know more about running reports in QuickBooks Online, see the below articles:

If there's anything else you need help with, feel free to reach back out. I'd be happy to lend a hand. Take care.

 

 

richard96Author
Feb 23, 2021 9:09 AM UTC

These are journal entries and cannot be done using other transaction types. When a transaction report finds a journal entry within a ledger account, it should break out the relevant entries in the journal and show the Name field against each. This is basic stuff for any accounting system and worked perfectly in QB desktop. Please get this fixed ASAP.

    Anthony 3
    Aug 4, 2021 5:38 PM UTC

    Is this ever going to be fixed. It worked in QB desk top and journal entries are fundamental in any accounting system. If not i am going to have to change to another system.

     

    Anthony

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