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Arif3
April 23, 2020
Question

Journal entry not showing up under customer transactions

  • April 23, 2020
  • 2 replies
  • 0 views

When I create a journal entry, it does not show up when I go to customer's transactions.  

 

 

    2 replies

    katherinejoyceO
    katherinejoyceO
    April 23, 2020

    Welcome to the Community, @Arif3. Let's use the filter to view the journal entry you've created for your customer. Here's how: 

     

    1. In the Customer's page, click the Filter down arrow to refine your search. 
    2. Choose All transactions under Type. 
    3. Select All dates under the Date drop-down list, then click Apply. 

     

    There, you'll see the journal entry. For future reference, read through this article: How to apply a journal entry credit to an invoice. It helps you learn about how to update an open invoice by applying the journal entry to it. 

     

    I'm always here to help if you have any other concerns or questions. Stay safe. 

    R
    RatchetRob1
    April 23, 2020

    Hello @katherinejoyceO, 

     

    Thanks for the warm welcome. 

     

    I applied the filters you instructed, but the journal entry is still not showing up. 

     

    Thanks,

    Robert

    M
    MadelynC
    April 23, 2020

    Let me join you, @RatchetRob1.

     

    The journal entry is a record of a transaction that Debit and Credit column is assigned to an account and reflects on the chart of accounts.

     

    The customer’s transaction page will only show sales transaction and does not include adjustment entries. You can run a Journal report in QuickBooks Online. This will show the entry you created for the specific customer. I’ll show you how:

     

    1. Go to Reports from your left navigation pane.
    2. Enter “Journal” in the search field.
    3. Filter the date under the Report period.
    4. Select the Customize button to filter the date under the Repor period.
    5. Click Run report.

    You can use this article as a reference to show specific detail just the way you want them: Customize reports in QuickBooks Online.

     

    Always feel free to check with us Robert if you need help with QuickBooks Online. Have a good one.

    D
    DAINI
    June 4, 2024

    Hey, I ran into this problem so many times. I'm using QBs Desktop, but the idea behind it should be same. I think I have a solution to it. When you are making a general entry, remember to put the account (i.e. A/P, A/R) which is attached to a customer/vendor on the first line of the page. And finish the rest of the entry like what you normally do. In that way it will show up on the transaction list when you are done entry.

     

    QuickBooks Team, could you improve this feature so that we don't have to be bothered by it?

     

    Thank you

    G
    GebelAlainaM
    June 4, 2024

    Thank you for posting here in the Community, @DAINI.

     

    I appreciate the workaround you've provided in this thread. Let me share information on how we can improve the feature in QuickBooks.

     

    I understand the importance of having the option to improve your experience in managing Journal entries. With that, I still encourage you to send feedback to our product developers so they can get to know this feature and may add to future product updates.  Please know that your opinions are valuable and highly appreciated.

     

    Here's how:

     

    1. In QuickBooks Desktop, click on Help at the top.
    2. Select on Send Feedback Online.
    3. Enter your product suggestion.
    4. Then select Send Feedback to confirm.

     

    Our Product Development team will review it and consider it in future updates. You may visit this link to stay updated with Intuit's latest news: QuickBooks Blog.

     

    I'm attaching this article for future reference in managing Journal entries in QuickBooks: Create a journal entry in QuickBooks Desktop for Windows or Mac.

     

    Feel free to post again if you have clarification and additional concern in managing Journal entries under customer transactions. I'm always here for you.

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