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Best answer March 08, 2024
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Thanks for reaching out to the Community about your concern, @dollarsanddonuts. I'm here to share some information about the Journal Entries not showing up in reports in QuickBooks Desktop (QBDT).
To display your adjustments in the Adjustment Journal Entry reports, it is essential to check the Adjustment Entry box. If the adjustments are not visible in your Adjustment Journal Entry reports, it could be because the checkbox is unchecked. You can refer to the screenshot below for a better understanding.
Alternatively, you can run Transaction Detail by account to view transactions of each specific account. You can also determine the adjusting entry if there's a checkmark under the Adj column. Let me guide you on how.
- Go to Reports.
- Select Accounting and Taxes.
- Choose Transaction Detail by Account.
You may want to customize the report to show a particular account. Here's how:
- In the Transaction Detail by Account report page, click Customize Report.
- Select the Filters tab.
- Click Account under the Current Filter Choices.
- In the Account drop-down arrow, select the accounts you want to include.
- Click OK.
For more details about customizing reports, check out this article: Customize reports in QuickBooks Desktop.
Let me provide you with this article to learn more about the reports available in QuickBooks Desktop Pro and Premier: Understand reports.
Please keep us posted if you have additional questions about tracking and managing your entries. We want to make sure your books are accurate.
Hi there, dollarsanddonuts.
I appreciate you for coming back to the thread and clarifying the interface you have on your end. Let me provide insights on how the Adjusting Entry option works in QuickBooks Desktop and steps to ensure you're able to verify if the created journal entry has been adjusted in the program.
Please know that the adjusting Entry box is currently available for any QBDT Accountant user. This is the reason why you're unable to see the said option.
On the other hand. you may consider my colleague's suggestion above that you run and customize the Transaction Detail by Account report. This way, you can include the Adj column to indicate whether the JE has been revised within the QBDT by displaying a check mark. I've included a screenshot below for visual reference.
In addition, yes, the entries may have been properly recorded since you're able to see them in the register section. However, I still recommend consulting an accountant to help you further on how to correctly handle journal entries in the program. This way, you can make sure your data is in shipshape.
In case you need steps on how to delete or void created JE that you no longer need in your financial data, you can read this article: Create a journal entry in QuickBooks Desktop for Windows or Mac.
Don't hesitate to add a comment below at any time if you have further questions about journal entries in QBDT. I'm always here to assist you, dollarsanddonuts. Have a good day.
Thanks for reaching out to the Community about your concern, @dollarsanddonuts. I'm here to share some information about the Journal Entries not showing up in reports in QuickBooks Desktop (QBDT).
To display your adjustments in the Adjustment Journal Entry reports, it is essential to check the Adjustment Entry box. If the adjustments are not visible in your Adjustment Journal Entry reports, it could be because the checkbox is unchecked. You can refer to the screenshot below for a better understanding.
Alternatively, you can run Transaction Detail by account to view transactions of each specific account. You can also determine the adjusting entry if there's a checkmark under the Adj column. Let me guide you on how.
- Go to Reports.
- Select Accounting and Taxes.
- Choose Transaction Detail by Account.
You may want to customize the report to show a particular account. Here's how:
- In the Transaction Detail by Account report page, click Customize Report.
- Select the Filters tab.
- Click Account under the Current Filter Choices.
- In the Account drop-down arrow, select the accounts you want to include.
- Click OK.
For more details about customizing reports, check out this article: Customize reports in QuickBooks Desktop.
Let me provide you with this article to learn more about the reports available in QuickBooks Desktop Pro and Premier: Understand reports.
Please keep us posted if you have additional questions about tracking and managing your entries. We want to make sure your books are accurate.
Thanks for the response. I don't see a checkbox for "Adjusting Entry".
Entry form, blank:
Entry form filled:
Journal Report:
I just updated Quickbooks Desktop.
I'm a business owner, not an Accountant, if that makes a difference.
Are the entries recorded in a valid way even if there is no "Adjusting Entry" distinction?
Thanks!
Hi there, dollarsanddonuts.
I appreciate you for coming back to the thread and clarifying the interface you have on your end. Let me provide insights on how the Adjusting Entry option works in QuickBooks Desktop and steps to ensure you're able to verify if the created journal entry has been adjusted in the program.
Please know that the adjusting Entry box is currently available for any QBDT Accountant user. This is the reason why you're unable to see the said option.
On the other hand. you may consider my colleague's suggestion above that you run and customize the Transaction Detail by Account report. This way, you can include the Adj column to indicate whether the JE has been revised within the QBDT by displaying a check mark. I've included a screenshot below for visual reference.
In addition, yes, the entries may have been properly recorded since you're able to see them in the register section. However, I still recommend consulting an accountant to help you further on how to correctly handle journal entries in the program. This way, you can make sure your data is in shipshape.
In case you need steps on how to delete or void created JE that you no longer need in your financial data, you can read this article: Create a journal entry in QuickBooks Desktop for Windows or Mac.
Don't hesitate to add a comment below at any time if you have further questions about journal entries in QBDT. I'm always here to assist you, dollarsanddonuts. Have a good day.
