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BigDenver
Level 1

Names not showing on collections report

My collections report will not show contact names for any customers added since the 2020 update.  Any old customers show fine, but not the newer additions.  It makes it very difficult to contact them without a name on the report.

 

I have tried to modify the report to include "First Name" and "Last Name" fields, but those fields show up blank for ALL customers on the report, even the old ones.

 

8 Comments 8
SashaMC
Moderator

Names not showing on collections report

Welcome to the QuickBooks Community, BigDenver. Since you are missing names on the report, I recommend that you run the verify and rebuild data tool to see if there is any data issue within your company file and correct this problem. The first step would be to run the verify tool. Here's how:

 

  1. Go to the File menu and click it.
  2. Select Utilities, then Verify Data.Verify-hosting-data
  3. Once this tool run and you received any messages outside of "QuickBooks detected no problems with your data," no further action is needed.", the next step would be to run the rebuild tool. 
  4. Go back to the File menu, choose Utilities, then Rebuild.
  5. You will receive a message about backing up your company file. Choose a location and select OK once finished.
  6. The Rebuild Data utility will begin as soon as the backup is finished.
  7. Click OK when you get the message "Rebuild has completed."

Depending on the size of your company file, it may take a few minutes for the process to start. However, when the rebuild tool is completed, run the Verify tool once more to check for the remaining data damage. Once you received that message as stated above, the company file is good to go.

 

From here, run the collection report and verify that the information that is needed is there. If you have any questions on reports, please don't hesitate to let me know. Simply @ or mention my name below. I will be looking out for your response. Until then, take care and be safe.

 

BigDenver
Level 1

Names not showing on collections report

Hello and thank you for the response.  I followed these instructions and no errors were found.  I backed up and performed the rebuild with no errors.  Second verification after rebuild showed no errors.

 

The problem with the report remains, however.  Still no contact names for any newer clients.  All other data (business name, invoice numbers, amounts, phone number, etc.) is still showing, just no contact name.

BigDenver
Level 1

Names not showing on collections report

Not sure my last reply posted.  I went through all of this with no errors.  The problem remains where no contact name will show on the collections report.

 

All other detail is there, including business name, invoices, amounts, phone number, etc.  It is just missing the contact name and only for newer customers.

Nick_M
QuickBooks Team

Names not showing on collections report

Hi there, BigDenver. 

 

Thank you for dropping by the Community. If you followed the steps provided above by my colleague and are still having issues with your contact names, I would recommend reaching out to our support team. This is because the issue isn't coming from and error within the data and it requires one of our experts to look into your personal account with you in a private 1-on-1 setting. To reach them you can follow these steps:

 

How to get a call or chat from us:

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

Phone support may be limited due to volume.

 

How to message us outside of the product:

 

If you can't get into your product, we can still help. You can Message us to chat online with a QuickBooks expert.

You can find these steps as-well-as some additional information below:

Please, let us know if you need anything else. Thank you for your time and have a nice afternoon. 

BigDenver
Level 1

Names not showing on collections report

Is anyone else in the community having this issue?  I believe it is a bug that was introduced with 2020, but trying to confirm.

SAVV37
Level 1

Names not showing on collections report

I have the same issue & I have QBD Premier 2021. Is there a way to solve this issue?

SAVV37
Level 1

Names not showing on collections report

Yes I have the same issue using QBD Premier 2021. Is there a fix to this issue?

JessT
QuickBooks Team

Names not showing on collections report

Hi SAVV37 and everyone,

 

I see how challenging it would be if there were no contact names in the Collections Report, which happens to customer profiles that have a Company Name. The good news is you only need to take a few steps to show them in the said report. I will guide you through it.

 

For profiles with a company name, you’ll want to be sure you’ve added the contacts in the Contacts section so you can see them in the report.  I made a sample in the screenshot below.

 

  1. Go to the Customers menu and select Customer Center.
  2. Click the name of the customer to see its information on the right.
  3. Choose the Contacts tab between Transactions and To Do's.
  4. Click the Manage Contacts button and select Add new.
  5. Enter the details and click Save & Close.


 

On the other hand, if you want to see some references for QuickBooks Desktop, just press F1 on your keyboard to launch the Help window. Then, search for the topics you need help with. Or, you can go to the QuickBooks Support page, choose the QuickBooks Desktop product and click +More topics.

 

Let me know if you need additional help with your sales report, or if you have other questions about QuickBooks. Take care always!

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