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treasurer155
Level 1

Does anyone know how to get the Name field from an imported journal entry to populate the name field in quickbooks?

we recently switched to a new donor tracking system.  This one field does not appear to be populating.  Trying to figure out on which side the issue is.
2 Comments 2
FateCandylaneT
QuickBooks Team

Does anyone know how to get the Name field from an imported journal entry to populate the name field in quickbooks?

I'm here to guide you on how the name fields on imported journal entries populate on your account, treasurer155.

 

In QuickBooks, the Name column and its associated field are used for assigning customers, vendors, and/or employees to the record you're creating or the entries you're importing. Also, the name entered in the journal entry is meant for a specific line item and won't appear on the reports since it doesn't represent the transaction.

 

If you want to see the name field attached to the journal entry, you need to open the transaction manually when running a report. Let me share the steps with you:

 

  1. In your QBO account, go to Reports and enter the Journal report from the search panel section.
  2. Click Customize and uncheck the Name.
  3. Select Customer, Employee, or Vendor.
  4. From the Filter section, select Transaction Type, then choose Journal Entry from the drop-down.
  5. Then, select Run Report.

 

Additionally, here's an article you can utilize whenever you require reviewing your accounts so your books and financial statements stay accurate: Reconcile an account in QuickBooks Online.

 

I'm always available in this forum for any added queries when managing imported journal entries in your account. Keep safe, and have a great weekend ahead!

Dee125
Level 3

Does anyone know how to get the Name field from an imported journal entry to populate the name field in quickbooks?

The way I found to see it is to add/type the Name in the Description field.  At least it prints on the report.  It may not be where you prefer, but at least it shows. Hope this helps. 

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