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Level 2

How do I shorten the account name that shows up in my reports?

When I run reports like transactions lists, where it's not a summary of each account like in a trial balance, the way the account name is displayed only makes the top parent account name visible. (So, a nested account will show as Top account: Second level: Actual account name.) This isn't at all useful when looking through transaction reports, since it doesn't actually make the account name visible. How can I change the display settings for reports to only list the actual account name itself without showing the parent account(s)?
Solved
Best answer 12-04-2019

Best Answers
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QuickBooks Team

How do I shorten the account name that shows up in my reports?

Hi TPUtreasurer,


This would indeed require an effort to see the names especially if you have multiple sub-accounts or long names.


As of right now, showing only the names is not available on reports. This is a good observation though. A small detail like this can create a huge impact if we only display the account name on the report. Thanks for bringing this out.
 

I'm bringing this out to our product engineers on your behalf as well. That way, they can consider adding an option to hide the parent accounts.

 

If you can notice other displays and you feel there's a better way to show them, you can share it in the Community. We'll take note of your suggestions for product enhancements. By the way, we had launched updates in November. Feel free to check them out.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

How do I shorten the account name that shows up in my reports?

Hi TPUtreasurer,


This would indeed require an effort to see the names especially if you have multiple sub-accounts or long names.


As of right now, showing only the names is not available on reports. This is a good observation though. A small detail like this can create a huge impact if we only display the account name on the report. Thanks for bringing this out.
 

I'm bringing this out to our product engineers on your behalf as well. That way, they can consider adding an option to hide the parent accounts.

 

If you can notice other displays and you feel there's a better way to show them, you can share it in the Community. We'll take note of your suggestions for product enhancements. By the way, we had launched updates in November. Feel free to check them out.

View solution in original post

Highlighted
Level 2

How do I shorten the account name that shows up in my reports?

Thank you Jess! I do have another suggestion regarding reports, particularly for the transaction report. There's a column titled Memo/Description, but it only shows the memo for the expense, whereas I want to show the description for the actual line item itself. I put miscellaneous details in the memos (like who paid the expenses if they were out-of-pocket), and the details of what the purchase was actually for on the lines themselves in the description, so only showing the memo in the report is less useful. If there was a column just for the Memo (the current Memo/Description column) and then a separate column for the line item description that would be much more helpful!

Highlighted
QuickBooks Team

How do I shorten the account name that shows up in my reports?

Hi @TPUtreasurer,

 

We appreciate you for sharing your observations and suggestions for QuickBooks Online (QBO).

 

The Memo/Description column for a transaction report shows either the memo or the description. This will depend on the type of transaction.

 

For sales transactions (invoices, sales receipts), it will show the info entered under the Description column. On the other hand, expense transactions (expenses, checks, bills), along with deposits will show the info entered under the Memo field.

 

Speaking of columns, you have the option to edit them on your reports. Check out this article for details: Customize and modify columns on reports.

 

Keep your suggestions coming. We always love to hear your thoughts, you simply need to post it in the comments below.

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