Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer December 31, 2024
Solved
Best Answers
It’s great to see how effectively you’re engaging with QuickBooks as a new user, LadyAg. Your attention to detail is commendable, especially when you spotted the discrepancy in the Full Name column. Let’s work together to resolve this.
In the Transaction Detail by Account report, the Full Name column provides valuable information about the related customer, vendor, or employee for each transaction. The details displayed in this report vary depending on how the invoice was created or completed.
Regarding invoice #1001, where the Full Name field is blank, it could be due to the customer name not being correctly linked or saved during the invoice's creation. Here’s how to fix it:
- Double-click the Invoice #1001 within the report to open it.
- Check if a customer name is associated with the invoice. If it is missing, add or select the correct customer.
- Save the changes to the invoice.
- Re-run the Transaction Detail by Account report to verify if the Full Name displays correctly.
If the information is correctly linked and the issue continues, consider clearing your browser cache or using a compatible browser for optimal performance.
Additionally, consider exploring these valuable articles to enhance your sales transactions and management reports in QuickBooks Online, which will provide you with increased clarity on your business performance:
- Customize invoices, estimates, and sales receipts in QuickBooks Online
- Run a report in QuickBooks Online
Furthermore, you may want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.
We appreciate your diligence in learning QuickBooks and addressing this issue. Remember, our support team is just a message away whenever you need us.
It’s great to see how effectively you’re engaging with QuickBooks as a new user, LadyAg. Your attention to detail is commendable, especially when you spotted the discrepancy in the Full Name column. Let’s work together to resolve this.
In the Transaction Detail by Account report, the Full Name column provides valuable information about the related customer, vendor, or employee for each transaction. The details displayed in this report vary depending on how the invoice was created or completed.
Regarding invoice #1001, where the Full Name field is blank, it could be due to the customer name not being correctly linked or saved during the invoice's creation. Here’s how to fix it:
- Double-click the Invoice #1001 within the report to open it.
- Check if a customer name is associated with the invoice. If it is missing, add or select the correct customer.
- Save the changes to the invoice.
- Re-run the Transaction Detail by Account report to verify if the Full Name displays correctly.
If the information is correctly linked and the issue continues, consider clearing your browser cache or using a compatible browser for optimal performance.
Additionally, consider exploring these valuable articles to enhance your sales transactions and management reports in QuickBooks Online, which will provide you with increased clarity on your business performance:
- Customize invoices, estimates, and sales receipts in QuickBooks Online
- Run a report in QuickBooks Online
Furthermore, you may want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.
We appreciate your diligence in learning QuickBooks and addressing this issue. Remember, our support team is just a message away whenever you need us.
