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dmika
Level 3

General Journal Entries with column totals

I have Desktop Pro Plus 2023. How can I display DEBIT/CREDIT column totals? This info would be helpful to see while populating the entry.

5 REPLIES 5
MirriamM
Moderator

General Journal Entries with column totals

Hi there, @dmika.

 

At this time, the option to display debit/credit column totals for general journal entries isn't available. In the meantime, you'll see a Totals field below the debit/credit column.

 

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

  1. Go to the Help menu and select Send Feedback Online.
  2. Click the Product Suggestion from the dropdown menu.
  3. Fill out the on-screen instructions in the QuickBooks Feedback window.
  4. After that, click Send Feedback.

 

You can also visit this page or the What's New section on your QuickBooks Desktop to get updates on our latest news about product improvements.

 

As always, feel free to check out our help articles in case you need tips and related links while working with QuickBooks in the future.

 

Let me know if you have other concerns while managing QuickBooks. I'll get back to you right away. Have a great day.

dmika
Level 3

General Journal Entries with column totals

MirriamM, 

 

I am a bit confused by your reply. You say the option isn't available, yet you say I can see the Totals field below the debit/credit column (and include a picture), which is exactly what I want. How do I enable this feature? Something in preferences?

 

RoseJillB
QuickBooks Team

General Journal Entries with column totals

Let me address the confusion you’re having about the debit credit column in QuickBooks Desktop (QBDT), @dmika.

 

Data problems are frequently the root cause of missing features like columns and the inability to alter events. I may offer troubleshooting instructions to address this issue and allow you to carry on operating the company.

 

You can utilize the Verify Rebuild Data tool in QuickBooks Desktop. It identifies the most commonly known data issues within your company file while resolving them right away. Here are the steps to do it:

 

  1. First, choose Window and then select Close All.
  2. Go to the File menu, and then click on the option of Utilities.
  3. Select the option of Rebuild Data.
  4. Follow the onscreen instruction to back up your data.
  5. When the tool finishes, select OK.
  6. Navigate to the File menu, then hover over Utilities.
  7. Click Verify Data and select Rebuild Now once QuickBooks finds an issue with your company file.

 

If you need further assistance with any of the steps I've provided, let me know by posting a comment below. I'm always around. Take care.

RayBrownCFO
Level 1

General Journal Entries with column totals

Are you saying the user SHOULD automatically see totals, and the reason they don't may be because the data needs to be rebuilt? The question was if this is a preference set up or not.

RoseJillB
QuickBooks Team

General Journal Entries with column totals

I appreciate you for joining this thread for clarification, Ray.

 

Yes, you’re correct that the user should automatically see the totals upon pulling up the General Journal Entries, and no need to set it up on your preferences in QuickBooks Desktop (QBDT). 

 

Moreover, you’re right that the troubleshooting steps provided above are applicable in cases where the totals aren’t visible on your end. Those steps help locate the most prevalent data errors within your organization file and immediately fix them.

 

Furthermore, you can check out this article for guidelines about customising reports in QuickBooks Desktop. Doing so will enable you to filter each report to get a snap of your business or financial health: Customise reports in QuickBooks Desktop.

 

Let me know if you have more concerns or any queries about the application. I’ve always got your back. 

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