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richard96
January 24, 2022
Question

Name field for journal entries in transaction reports

  • January 24, 2022
  • 1 reply
  • 0 views

I haven't posted this for a year or so...

 

Is there any progress on getting the Name field on journal entries into transaction reports? They still show as blank, whereas in the old desktop QB the customer/supplier name(s) was shown. It makes transaction reports next to useless in those accounts with high volumes of journalled transactions. It takes an age to click through to each journal and copy/paste the customer/supplier name into an Excel exported version of the report...

 

Same problem with pay journals as well - you can't see the employee's name when running a transaction report on the payroll accounts.

 

Can this please be fixed - I have been requesting this for 2 years now!

1 reply

P
payment after leaving
January 25, 2022

Hi richard96 It is possible to enter a name in the memo box of the journal and this will populate on most reports.

R
rjwbailey
January 25, 2022

The Memo field on journals does not populate on transaction reports, the Description field does.

 

Except on VAT Detail reports, where you get the Memo field and not the Description field, in another piece of bizarre thinking by Intuit.

 

P
payment after leaving
January 25, 2022

Hi rjwbailey If you run the transaction list by date report as an example journal entries that you've entered data into the memo box will populate that data in the memo/description field of the report. We do appreciate however as you've pointed out above the information doesn't populate on all reports.

We will of course forward your valuable feedback to our developers for their consideration and encourage you to leave feedback from within the product.

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