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R
rmcneill
February 14, 2019
Question

Change the default format for Transaction Journal?

  • February 14, 2019
  • 1 reply
  • 11 views

The Transaction Journal report format is very wasteful of space.  A format with the Trans #, Type, Date, and Number fields IN THE HEADING INFORMATION (instead of in separate columns as it is now), would allow MUCH more room to properly display fields that actually vary on each row, such as Memo, Class, Account, etc.  Does anyone know if there's a way to change and save the default format of the Transaction Journal to do this?  We're using Desktop 2018.  THANKS!!

    1 reply

    M
    MirriamMQuickBooks Team
    QuickBooks Team
    February 14, 2019

    Appreciate your time bringing this to our attention, rmcneill,

     

    Let me get the help you need concerning Transaction Journal.

     

    In QuickBooks Desktop, you can customize the format of your Transaction Journal. However, it will not going to the whole part.

     

    To Customize reports, follow these steps:

    1. Run a report.
    2. Click Customize Report in the Report window.
    3. On the Modify Report window, go to the tab/s you need to update.
    4. Click OK.

    To for more detailed steps, here's a great resource that you can check on: Customize reports in QuickBooks Desktop.

     

    If you need further assistance with the steps, you can always contact our Customer Care Support Team. They have the specific tools like screen sharing to walk you through.


    To contact us, here’s how:

    1. Click this link https://help.quickbooks.intuit.com/en_US/contact.
    2. Choose the QuickBooks Product.
    3. Select your QuickBooks Desktop version.
    4. On the Contact Us page, select a topic.
    5. Click on Get Phone Number button to see the support number.

    You are always welcome to come back in if you have further questions about customizing reports in QuickBooks Desktop account. I’m always here to help.

    R
    rmcneillAuthor
    February 18, 2019

    This doesn't help.  As I noted in my question, I'm trying to figure out a way to MOVE some of the fields (Trans #, Type, Date, Number) from the Column display to the HEADER section.  The response was a general process for customizing a transaction, which I'd already gone through.  Secondly, I'm hoping I can save that type of format as a new permanent default format; but it sounds like this isn't possible.  But, how specifically can I move the fields above from Columns to Header?  I've searched all over the Customize Report windows and can't find it.  Any help would be appreciated, even if to say that my specific request isn't possible...........THANKS!

      A
      AldrinS
      Level 4
      February 18, 2019

      Hi there, rmcneill.

       

      I'm here to provide some clarification regarding this matter.

       

      At this time, the option to move the columns to the Header section isn't available. That said, I also think it's a good idea to be able to customize the columns and give more space to the fields that you actually need.

       

      Rest assured, I'll be sending feedback to our Product Development Team based on this interaction. After all, enhancements to QuickBooks functionalities are largely the results of feedback provided by users, such as yourself.

       

      Lastly, I don't want you to go empty-handed. You may want to visit our Apps Center. In here, you can look for a third-party app, that will let you customize the report exactly the way you want to and integrate it with QuickBooks.

       

      It's always a pleasure to have you here in the Community. Let me know if there's anything else I can do for you in the meantime. I want to make sure you're taken care of. Have a great day!

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