Payee Display

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.

You have got to be kidding me. Can I ask why this was changed?

I have always been able to see who my Payee is without having to click on a transaction. As an owner of a business this is awful, especially paying almost $500 a year for this service. Your service has tripled since we started our business. I should not have to run reports on MY BUSINESS when I need to refer back to a transaction. It doesn't make sense that you can click on the transaction and see it, but scrolling through you cannot. 

I really doesn't make any sense from a user standpoint at all to be designed this way. Please considering changing this back to what it was.

Hello there, nldirksen,

I'm able to see the payee when viewing the transaction in the bank register. Let's try some basic troubleshooting to check if this is a browser-related issue.

Let's start accessing your account via a private browser or incognito. Here's how:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Internet Explorer: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works, then we need to clear your browser's cache to optimized your browser performance. If the same thing happens, I recommend using another supported browser.

Let me know if you need further assistance.

Hi MaryLurleenM. 

Thank you for your suggestions. I tried them, but none worked. I would love any other ideas you could give me! So, I paid close attention to what I am seeing and not seeing. I see the payee on checks, deposits and payments, but not journal entries. I use journal entries for a lot of transactions. Hope that helps with some insight. 

Again, would appreciate any ideas you have!

Thanks, Nicole

Good day, @nldirksen

Thanks for getting back to us and providing additional details.

Currently, we have an open investigation about not seeing the payee name on journal entries. We have escalated this unexpected behavior to our Product Development team.

For now, we're unable to provide you an estimated turn around time when the investigation will be closed. I'd suggest giving us a call so and provide the investigation number INV-4934, so we can add you to the list of affected users. We'll let you know via email or by tagging you here as soon as the issue is resolved.

Here's how: 

1. Go to the Help menu in the upper-right hand corner.
2. Click Contact Us.
3. Provide the INV number in the description column, then click Let's talk.
4. Select between Start Messaging or Get a callback.

We've also reduced our support hours to 6 A.M. - 6 P.M. PT Monday - Friday and some products will only have chat support due to COVID-19. Rest assured, we'll resume our normal hours as soon we get through with this situation.

For additional tips in the future, you can read our help articles.

Reach out to us if you have any other concerns. We're here to help. Take care always.

I have the same problem. How can I solve it? Thank you. 

Thanks for visiting the QuickBooks Community, eb8.

We currently have an on-going investigation about the Payee Name not showing in the register. Our engineers are working on resolving this issue. I'd recommend reaching out to our Customer Care Team, so we can add your company information to the list of affected users.

Before doing so, please check our support hours here. Then follow these steps:

1. Click the Help icon located in the upper right-hand corner.
2. In the Help window, click the Contact Us button located at the bottom.
3. Enter your question and click Let's talk.
4. Select Start messaging or Get a callback.

Please feel free to leave a comment on this thread if you have any additional questions or other concerns. Thanks.

I reported this issue a month ago. I have an open case (#[removed]). I have gotten no updates and no estimate as to when this issue is going to be resolved.  I have also not been given any workarounds. 

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.

Good morning, @anotaro. 

Thanks for joining this thread. I'd be happy to show you how to run a Transaction Detail by Account report. 

Here's how to do it: 

1. On the left menu, click Reports. 
2. Type Transaction Detail by Account in the search box. 
3. Choose the Report period, then select the Customize button if you want to filter the report. 
4. When you're ready, go to Run Report. 

For additional information with running reports in QuickBooks Online, you can refer to this article: Run reports.

I hope this answers your concern. I'm always here to help if you have any more questions. 

This is all I see when searching for "Transaction Detail By Account". Running this report was suggested as a workaround to the issue where Payee is not displayed for Journal Entries on the register or register exports. If this report is not available to all account types then it is not a good workaround.

Hey there, @anotaro.

Thanks for following back up with us. Also, thank you for providing that screenshot so we can see that the report isn't available for you.

Let's try some trouble shooting steps to see if we are able to generate the report. I recommend to clear the cache from your browser. Web browsers collect cache (cookies) to save you time when loading repetitive data and images. These files can often become outdated or corrupted, causing issues like the one with your report not showing. I've included the links for all supported browsers that contain the steps for clearing the cache below.

• Firefox
• Chrome
• Safari (for Mac computers)
• Safari (for iPad/iPhone)
• Microsoft Edge
• Internet Explorer

Please let me know if you continue to have issues with the report. I'll be here to help you every step of the way. You can always reach out to the Community or me anytime you need a helping hand. Take care!

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Thank you, but the issue was not my cookies. That report is only available on the Essentials plan and above. Since we are a small business and did not require anything else on the Essentials plan, we were using Simple Start. However, since this report is the only workaround to the issue of payees not displaying for journal entries and there is no available estimate as to when this issue will be resolved, we just went ahead and upgraded. A bit disappointed that something that worked before was broken by a quickbooks update and the solution is we now pay more money every month for the workaround, but I can't run my business without the necessary information so there really was no other choice. 

A support agent responded to my feedback this afternoon and stated that the fix for this issue has been completed and should be deployed in about 10 days. In the meantime, I have already upgraded my plan to access the workaround report "Transaction Details By Account". This report does in fact display the payee for Journal Entries, but not by default. You must customize and add "Customer" to the columns displayed on the report.

So, I have Essentials. I can see the Transaction Details by Account, but I do not see Payee as an option

Is this really the plan? I give you $40/month and I can't make a report on who I paid money to?

Joining in the conversation to share additional insights about the reports in QuickBooks Essentials, @davidkhuffman,

If you're using Essentials, you will see the Payee under the Name column on the report. Here is a sample snapshot from a QBOE account:

There are also other vendor specific reports you can check under the Reports menu. For more details on how to customize your reports, you can use this article: Customize reports in QuickBooks Online.

Let me know if there are other things you need help with. I'll be right here to help you. Have a nice weekend!

Easy way to solve all this problems, go back to QB Desktop

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.