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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.

A
anotaro
May 8, 2020

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.

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