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AWBEL
Level 3

When creating a journal entry, I've entered a Vendor in the "Name" field/column. However, what I entered is not showing in the Transaction report

 
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Best answer October 01, 2020

Best Answers
Nick_M
QuickBooks Team

When creating a journal entry, I've entered a Vendor in the "Name" field/column. However, what I entered is not showing in the Transaction report

Hey there, AWBEL. 

 

Thanks for dropping by the Community. I believe I found the issue, I was trying to recreate the situation in a test account and I noticed you mentioned Vendors. When I created a Journal entry and tried to run a transaction report by vendors, I too had a blank name column. The solution that I was able to find was to run a Transaction by Customer rather than Vendor. When you do this, it will show your journal entry you created.

 

I hope this helps and if you have any other questions, feel free to post here. Thank you and have a nice afternoon. 

View solution in original post

5 Comments 5
Teri
Level 9

When creating a journal entry, I've entered a Vendor in the "Name" field/column. However, what I entered is not showing in the Transaction report

Check report dates as that is the most common error. Make sure entry date is within report dates.

AWBEL
Level 3

When creating a journal entry, I've entered a Vendor in the "Name" field/column. However, what I entered is not showing in the Transaction report

Thanks for the reply, but that is not the issue. My original question was not clear. I can see the transaction on the report, I just cannot see the value in the "Name" field.  So, to be more clear...

 

I entered a value in the "Name" column in the Journal Entry, but the "Name" column is blank in the Transaction report for the same transaction (that value shows under the "Vendor" column, but not the "Name" column)

Nick_M
QuickBooks Team

When creating a journal entry, I've entered a Vendor in the "Name" field/column. However, what I entered is not showing in the Transaction report

Hey there, AWBEL. 

 

Thanks for dropping by the Community. I believe I found the issue, I was trying to recreate the situation in a test account and I noticed you mentioned Vendors. When I created a Journal entry and tried to run a transaction report by vendors, I too had a blank name column. The solution that I was able to find was to run a Transaction by Customer rather than Vendor. When you do this, it will show your journal entry you created.

 

I hope this helps and if you have any other questions, feel free to post here. Thank you and have a nice afternoon. 

View solution in original post

AWBEL
Level 3

When creating a journal entry, I've entered a Vendor in the "Name" field/column. However, what I entered is not showing in the Transaction report

Thank you for your help. I guess that would work as a workaround, but I submit that this seems like something that should be fixed because the name I chose was a Vendor, not a Customer. But.. thanks for your help

JonpriL
Moderator

When creating a journal entry, I've entered a Vendor in the "Name" field/column. However, what I entered is not showing in the Transaction report

Hello @AWBEL,

 

Let me help share information about how your report displays the details of your created transactions.

 

When a transaction is created, the data displayed on your report will show up depending on the type of your report. Learn more about our report's sources and targets with this article: Targets vs. Sources overview.

 

Base on your initial post, I assume you pulled up the Transaction Detail by Account report and you wanted to review the name of the said journal entry. Upon checking our test account, the said report is unable to display the name of the created transaction because it'll pull up the data only from invoices, payments, bills, and the like.

 

You can check this out by following the steps below:

  1. Open the said journal entry.
  2. Go to More.
  3. Click Transaction Journal.

Additionally, I've got you this helpful article for the steps in case you need to remove some columns, accounts, or transactions when customizing a report: Customize reports in QuickBooks Online.

 

If there's anything else that I can help you with aside from generating a report, please let me know in the comments. Stay safe!

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