I have a problem with my last audit adjustments - On Save the Journal Entry, indicates the error "when you use debtors, you must choose a customer in the name field". It suggests on Quickbooks help that you use the name drop down to identify which ones shall be indicated, however there is no indication given, my journal entry has 98 transactions in it, and it is refusing to save.
Hello there, APL-Devon.
Please note that QuickBooks will usually alert you if any information is missed or needs to be filled out. However, the program doesn't automatically indicate which customer is to tie to particular debtors' accounts. I'll ensure you can send feedback so your suggestion is forwarded to the Product Development Team.
For now, you can locate the debtor's accounts manually by using the CTRL + F to easily find them within the section. Then, choose a specific customer in each Name field.
I recommend submitting feedback about having the option or the program automatically give indications of which ones need to be displayed in the needed field. This recommendation is sent to our engineer for consideration in future updates.
Here's how:
In case you require steps on how to amend or delete a created journal entry that is no longer used. you can read this article: Reverse or delete a journal entry in QuickBooks Online.
Don't hesitate to tag my name in the comment section below if you have other concerns about JE in QBO. I'm always ready to help, APL-Devon. Have a great day!
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