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B
BernieJ
January 19, 2021
Question

Item receipt report

  • January 19, 2021
  • 1 reply
  • 23 views

When you are on the Item Receipt screen, you can click on the reports tab for that window and get to a Transaction Journal which can show more information like the cost of each item received as well as the quantity and other data.  However, users have to modify the format of that Transaction Journal report each time they enter a new receipt and go to print the Transaction Journal.  Is there a way to save that report format/modify so it is easy for our users to print that report for each separate item receipt set (so they don't have to customize the report each time)?

 

What we are looking for is a quick report that shows the Items received, the quantities received and the dollar value of each item received.  

1 reply

K
Klent
Level 8
January 19, 2021

I can help you with that, BernieJ.

 

You can click the Memorize button of the Transaction Journal to save its current customization settings. Before diving in, please make sure to include the appropriate columns so you'll get a clearer picture of the items received. Here's how:

 

  1. Open the item receipt.
  2. Go to the Reports tab, then select Transaction Journal.
  3. Click the Customize button.
  4. Set the appropriate reporting date.
  5. In the Columns menu, select the Item, Item Description, Qty, and Amount column.
  6. Hit OK, then click the Memorize button.
  7. Save the report.

Additionally, here's an article that you can read to help speed up the reporting process in QuickBooks Desktop: Customizing reports.

 

Should you need any further information, please do not hesitate to let me know by adding a comment below. Have a great rest of the day.

B
BernieJAuthor
January 20, 2021

Hi Klent,

I tried that but when I open the report from the memorized reports and try to run it for yesterday, the report is blank.  If I drill into the filters for the memorized report, the only filters set are:

 

Date: Custom

Posting Status: Either

Transaction Type: Item Receipt

 

Is there some other filter we need to select so we can see the transaction journal for the prior day's Item Receipts?

MaryLandT
MaryLandT
Level 10
January 20, 2021

I'm here to help ensure you're able to see the data on the memorize transaction journal report, lBernieJ.

 

I've replicated these steps and was able to pull up the data. See the attached screenshots below for your visual guide.

 

Since the report is blank on your end, the data could be damaged. You need to run the verify and rebuild data to fix the damage on your company file. Let me show you how:

 

  1. Go to the File menu.
  2. Hover over Utilities, select Rebuild Data.
  3. On the QuickBooks Information window, click OK.
  4. Follow the onscreen steps to save a backup.
  5. Let the tool repair your file. It may take some time. 
  6. When the tool finishes, select OK.
  7. Go to the File menu.
  8. Hover over Utilities and select Verify Data.
  9. Let the tool check your file for data issues.

If QuickBooks doesn't find any issues, click OK. Then, delete and re-create the item receipt. Once done, you can memorize again the transaction journal report.

 

If QuickBooks finds an issue with your company file, select Rebuild Now.

 

If you’re still having data issues after rebuilding your company file, use the QuickBooks File Doctor to fix your company file.

 

You can also contact our QuickBooks Desktop Team so they can help repair the file if the issue persists.

 

Stay in touch with me if you need anything else with QuickBooks. I'll be around to help you.

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