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I make a bank deposit. I split the deposit, noting the amount, the account, and the customer. BUT when I run transaction detail report, the "name" column is empty. Why?

 
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I make a bank deposit. I split the deposit, noting the amount, the account, and the customer. BUT when I run transaction detail report, the "name" column is empty. Why?

Hello eomalley2,

 

The NAME column on the Transaction Details by Account report displays the customer/vendor names of the deposits. However, the deposit should meet any of the following conditions:

  • It has only 1 affected line item. 
  • It affects Accounts Receivable or Accounts Payable.
  • The customer/vendor name is entered in the RECEIVED FROM column.

Otherwise, the NAME column will display nothing. Though, we can customize the report to display the customer names of the said deposits. Let me show you how:

  1. Open the Transaction Details by Account report and click the Customize button
  2. Go to the Rows/Columns section and click Change columns.
  3. Put a check mark in the Customer box and click Run report.

The deposits that shows -Split- still won't display the customer names under the bank accounts. You can scroll down on the report and look for the specific affected accounts to see the customer names.

 

I'd be glad to walk you through if you need more assistance with this report. Have a great day!

Highlighted
Level 1

I make a bank deposit. I split the deposit, noting the amount, the account, and the customer. BUT when I run transaction detail report, the "name" column is empty. Why?

Thank you so much for this suggestion. I called QB Customer Service months ago and the support person spent half an hour trying to figure out why names weren't showing up, then brought in a manager who confirmed that it was impossible. Neither of them suggested this simple fix to display the information I needed - adding the 'Customer' column is a lifesaver!

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