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nldirksen
April 24, 2020
Question

Payee Display

  • April 24, 2020
  • 1 reply
  • 2 views

As I scroll through my register the payee does not display. It will when I click on the transaction. How can I have the Payee show all the time? It just started happening.

1 reply

JessT
JessTModerator
Moderator
April 24, 2020

Thank you for posting today, nldirksen!

 

I'll share your option to see the payees in your registers.

 

Currently, the option to show the PAYEE along with the transactions in the register is only offered in the QuickBooks Online Accountant version. However, you can use the Transaction Detail by Account report to see the payee of the transactions per account.

 

You can also customize the report like filtering certain accounts or certain payees only and save it for future use.

 

Hope this option finds you well today. If you need more help you can always go back to this thread.

A
anotaro
May 8, 2020

Where can I find the "Transaction Detail By Account" report? I do not see that as an available report.

 

I share the others' frustration with this issue. I first reported it a month ago and have gotten no updates from support. It worked fine up until sometime in the past two months. I have an open case (#[removed]) and no progress has been made. This is unacceptable.

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
January 27, 2022

Ran this report as instructed, but there was no customization choice for Payee. 

 

With the increasing number of people paying by using apps - whether it be Paypal or Venmo or Zelle, what is a quick way to look up payments received by these methods? "Payee" seems to be the only place this info show up, and it is not listed in the register and it does not show up as an option within reports?

 

Doing a search within 'reports' for 'payee' turns up empty.

 

How can I run a list of payments made through these various methods?


Thanks for joining this thread, NormnM.


I appreciate you for following the solution provided by my peer and letting us know the result. This information will guide us on how to resolve your concern.


Let me guide you on how to run a report that will show the mentioned payment services. We’ll have to run the Transaction Detail by Account and tailor it to show the information you need.


Here’s how:

 

  1. In QuickBooks Online (QBO), head to the Reports menu on the left panel and enter Transaction Detail by Account in the search box.
  2. Click the Report period drop-down and set the correct date range.
  3. Press the Customize button in the upper right to open the Customize report window.
  4. Tap the Change columns link and tick the box for Payment Method.
  5. Navigate to the Filter section and select the items you wish to add to the reports.
  6. Choose Run report to view the changes.

This is what the report will look like after following these steps.

Here’s a great resource that will guide you on how to refine the data and other details on your reports: Customize Reports in QBO. It outlines the complete steps on how to add columns, sort, or filter the information.

 

Also, this reference contains detailed information about building financial statements, exporting one, emailing, and printing it: Run reports in QuickBooks Online. 


Keep me posted in the comment section below if you have additional questions on how to track payments and run reports. I’ll get back to answer them for you. Have a great day ahead.

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