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RatchetRob
Level 1

Journal entry not showing up under customer transactions

When I create a journal entry, it does not show up when I go to customer's transactions.  

 

 

9 Comments
katherinejoyceO
QuickBooks Team

Journal entry not showing up under customer transactions

Welcome to the Community, @RatchetRob. Let's use the filter to view the journal entry you've created for your customer. Here's how: 

 

  1. In the Customer's page, click the Filter down arrow to refine your search. 
  2. Choose All transactions under Type
  3. Select All dates under the Date drop-down list, then click Apply

 

There, you'll see the journal entry. For future reference, read through this article: How to apply a journal entry credit to an invoice. It helps you learn about how to update an open invoice by applying the journal entry to it. 

 

I'm always here to help if you have any other concerns or questions. Stay safe. 

RatchetRob1
Level 1

Journal entry not showing up under customer transactions

Hello @katherinejoyceO

 

Thanks for the warm welcome. 

 

I applied the filters you instructed, but the journal entry is still not showing up. 

 

Thanks,

Robert

MadelynC
QuickBooks Team

Journal entry not showing up under customer transactions

Let me join you, @RatchetRob1.

 

The journal entry is a record of a transaction that Debit and Credit column is assigned to an account and reflects on the chart of accounts.
JL.PNG

 

The customer’s transaction page will only show sales transaction and does not include adjustment entries. You can run a Journal report in QuickBooks Online. This will show the entry you created for the specific customer. I’ll show you how:

 

  1. Go to Reports from your left navigation pane.
  2. Enter “Journal” in the search field.
  3. Filter the date under the Report period.
  4. Select the Customize button to filter the date under the Repor period.
  5. Click Run report.

p.PNG

You can use this article as a reference to show specific detail just the way you want them: Customize reports in QuickBooks Online.

 

Always feel free to check with us Robert if you need help with QuickBooks Online. Have a good one.

RatchetRob1
Level 1

Journal entry not showing up under customer transactions

Thanks for joining @MadelynC

 

I found a customer where journal entries do appear, attached in screenshot. 

 

I am just trying to understand why some do show, and others do not. I can provide more information if needed. 

Tori B
QuickBooks Team

Journal entry not showing up under customer transactions

Hey there, @RatchetRob1.

 

Thanks for following up with us. 

 

Some of your journal entries won't show due to the dates of the journal entry. For example, if you had an old journal entry, it won't show on a list of the more recent transactions. I recommend checking for the dates of the entries. I understand how this need would be beneficial to both you and your business, if you'd like, I can submit product feedback to our developer team, so this could be considered in a future update. 

 

Please let me know if you have further questions or concerns. I'm happy to lend a helping hand. You can always reach out to us here in the Community to get you back to business. Take care!

RatchetRob1
Level 1

Journal entry not showing up under customer transactions

Hello @Tori B ,

 

I am still not understanding why some journal entries show up and others don't. All my filters are set to pull "All Transactions" and "All Dates." Yes, this would save a lot of time and reduce mistakes when looking back at past transactions. As of right now I can only view past journal entries if I perform an advanced search or report for that specific customer, which is time consuming and doesn't make sense. 

 

I am trying to see how I can replicate the customer where the journal entry shows with all the other transactions, but I have been unsuccessful. 

 

Thanks,

Rob

Kristine Mae
QuickBooks Team

Journal entry not showing up under customer transactions

Once it's filtered to all dates, all transactions should show up, Rob. This unexpected behavior can be caused by some browser hiccups.

 

We'll perform the basic steps to fix it. Start with logging into your account through a private browser. This is the right place to isolate web issues. These are the shortcut keys:

  • Google Chrome: Ctrl + Shift + N 
  • Mozilla Firefox: Ctrl + Shift + P
  • Internet Explorer: Ctrl + Shift + P
  • Safari: Command + Shift + N

If you're able to successfully view the entries using the private browsing session, go back to your regular browser and clear its cache. This prevents and fixes web issues.

 

Also, you can use a different browser like Google Chrome or Firefox.

 

Feel free to get back to this thread if you need more help with this.

RatchetRob1
Level 1

Journal entry not showing up under customer transactions

Unfortunately, journal entry is still not showing.

IntuitLily
Moderator

Journal entry not showing up under customer transactions

Hello, @RatchetRob1.

 

Since the journal entries you created from the previous dates aren't showing even after you filtered it to the correct date, it'd be best to reach out to our Online Support so they can isolate this issue. 

 

I want to dig deeper into this, however, doing so will require access to your account which I'm unable to do so in a public forum. Our support can assist you with this and investigate further why your entries aren't showing up using their tools.

 

For other questions and concerns, you can always drop by again in the Community. I'm here to help however I can. Have a great day.

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