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AXie
Level 1

Custom Transaction Detail Report

Why is the item name showing a second time in the parentheses when running the custom transaction detail report?

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Solved
Best answer June 06, 2023

Best Answers
jamespaul
Moderator

Custom Transaction Detail Report

Hello, AXie.

 

I'll shed some light on the item name that is showing on the report twice. 

 

This is generally caused by the Show Items By setting in your Preferences. It looks like it is set to Name and Description. If you only want to show it once, we'll want to set it to Name Only

 

Here are the complete steps: 

 

  1. Go to the Edit menu, then select Preferences.
  2. On the Preferences window, click the Reports & Graphs tab. 
  3. Go to Company Preferences.
  4. Under REPORTS - SHOW ITEMS BY, select Name only (or Description only if you prefer it that way). 
  5. Once done, click OK.

 

dsass.PNG

 

Click on the Refresh button if the report window is still open. This should remove the parentheses for the name on any reports. 

 

If you need a hand managing other reports, I'll add this article as a guide: Understand reports

 

After managing your reports, I'll also include this guide if you need to reconcile your accounts: Reconcile an account in QuickBooks Desktop.

 

Let us know if you have other concerns about your report data. If you need some assistance in managing your entries, items, or lists, feel free to add the details below. We're here to help. 

View solution in original post

3 Comments 3
jamespaul
Moderator

Custom Transaction Detail Report

Hello, AXie.

 

I'll shed some light on the item name that is showing on the report twice. 

 

This is generally caused by the Show Items By setting in your Preferences. It looks like it is set to Name and Description. If you only want to show it once, we'll want to set it to Name Only

 

Here are the complete steps: 

 

  1. Go to the Edit menu, then select Preferences.
  2. On the Preferences window, click the Reports & Graphs tab. 
  3. Go to Company Preferences.
  4. Under REPORTS - SHOW ITEMS BY, select Name only (or Description only if you prefer it that way). 
  5. Once done, click OK.

 

dsass.PNG

 

Click on the Refresh button if the report window is still open. This should remove the parentheses for the name on any reports. 

 

If you need a hand managing other reports, I'll add this article as a guide: Understand reports

 

After managing your reports, I'll also include this guide if you need to reconcile your accounts: Reconcile an account in QuickBooks Desktop.

 

Let us know if you have other concerns about your report data. If you need some assistance in managing your entries, items, or lists, feel free to add the details below. We're here to help. 

AXie
Level 1

Custom Transaction Detail Report

Thank you!

SarahannC
Moderator

Custom Transaction Detail Report

It's nice to have you again, AXie.

 

Thank you for expressing your satisfaction with the assistance provided by above.

 

Rest assured that our Community is always here to support you whenever you require guidance. Should you have any further inquiries or concerns, feel free to reach out at any time. Have a wonderful day!

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