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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.

13 REPLIES 13
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. 

TMollak
Level 1

General Journal Entries with column totals

The column totals shown in the above example are not showing on my journal entries in QuickBooksPro 2024 Desktop.

 

TMollak
Level 1

General Journal Entries with column totals

Sorry, for some strange reason the post stopped after you initial reply. All showing after I logged in. 

 

CharleneMaeF
QuickBooks Team

General Journal Entries with column totals

Thanks for letting us know, T.

 

It is great to hear that the Total columns are now showing in your journal entries. The feature is beneficial in keeping track of the amounts recorded in QuickBooks Desktop and ensuring everything is accurate.

 

Moreover, it appears you've posted your concern in the QuickBooks Community UK forum. If you're using the QuickBooks Desktop US version, I recommend posting your concerns or questions in the QuickBooks Community US forum moving forward. This way, we can provide you with the most relevant and helpful information tailored to your region.

 

Finally, you can run various financial reports in QuickBooks to help you monitor how your business is doing and ensure you've tracked your transactions correctly in the program.

 

My team and I are more than happy to help you again if you have additional questions about recording journal entries or about the features of the 2024 version. Would you like to learn more about other QuickBooks processes? I'm with you every step of the way.

Tatiana Yaksick
Level 1

General Journal Entries with column totals

It did not help me with the same issue on my QB Desktop Pro Plus 2024. Is there another way to have totals displayed when recording a general journal entry?  

Tatiana Yaksick
Level 1

General Journal Entries with column totals

It did not help me with the same issue on my QB Desktop Pro Plus 2024. Is there another way to have totals displayed when recording a general journal entry?  

SheandL
QuickBooks Team

General Journal Entries with column totals

I appreciate you bringing this matter to our attention, Tatiana. I recognize the significance of viewing your totals when entering journal entries. Since this feature is not visible on your end, let me direct you to the team that can address this matter.

 

By default, the totals for debit and credit entries are displayed at the bottom of the journal entry table. However, please know that they are only accessible during the journal entry creation process.

 

To troubleshoot this, please ensure that you're using the latest version of QuickBooks Desktop (QBDT) Pro Plus. This will give you access to the newest features and enhancements.

 

Moreover, it seems you have already followed the troubleshooting steps provided by my colleague RoseJillB. With that, I recommend contacting our customer care team for additional support. They have the right tools and expertise to look into your account and find the root of the matter.

 

To contact them, here's how:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  3. Click Contact Us, then enter a brief description of your concern.
  4. Hit Continue and sign in to your Intuit account.
  5. Choose Chat with us or Have us call you.

 

Additionally, if you're considering transitioning from QuickBooks Desktop to QuickBooks Online, refer to this article for assistance: QuickBooks Desktop discontinuation support.

 

You can always reply to this post if you have other concerns about creating journal entries in your QBDT. I'll make sure to assist you at any time.

ldiehm
Level 1

General Journal Entries with column totals

I recently was onsite at a client's office and their QB Desktop 2024 had the same issue..no totals at the bottom and no way to format.  They had just upgraded to 2024.  There seems to be a glitch in the new version with this.  Please provide a fix other than a rebuild of data, which sometimes will cause more problems rather than resolve the issue at hand.

GlinetteC
Moderator

General Journal Entries with column totals

Hello, ldiehm. I'm here to help you find the appropriate resources to address this issue swiftly.

 

I recommend contacting our Customer Support team. They can investigate this issue thoroughly and create a ticket for further investigation when necessary. You can follow the steps provided by my colleague in the previous reply on how to reach out to them.

 

In addition, Here’s an article that offers important insights into how your business is performing. These insights allow you to make informed decisions, identify areas for improvement, and strategize for the future: Run and customize reports.

 

The article is in the US but is also applicable to the UK version.

 

Fill me in if you have other questions or need assistance with any QuickBooks-related inquiries. The Community is always looking forward to helping you.

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