Name field not displaying correctly on Reports

RedJudy · ‎July 31, 2024

For about 1-2 months now, all Reports are incorrectly displaying the Name column. The report will show the Name as being whatever Customer or Vendor name is in the first line of the transaction (usually a Journal Entry or Transaction Detail report) and fills that name in to any blank names on other lines in the transaction. No other columns such as Class are wrong. It is happening on the canned reports with no filtering set. Example, I have a journal entry where first line assigns a cost to company x and second line is cash with no company name assigned. It displays correctly when I drill down to the entry screen, but the report screens filled in the lines that should be blank/no company assigned with the first cell's "company x". I have called support and run verify/rebuilt/file doctor etc with no luck.

Irene R · ‎July 31, 2024

Let me help you with the display name issue in reports with QuickBooks Desktop (QBDT) by routing you to our live support team, RedJudy.

Please note that the Community is a public forum, accessing and reviewing your account is not possible. Since you're still facing the problem after performing all the troubleshooting steps to fix the problem, I recommend getting in touch with our QBDT support team.

Specialized tools are available to them, allowing for secure access to your account and a comprehensive investigation into the underlying cause of this unusual behavior. This will enable them to provide you with the most adequate solution to address the issue.

To reach our customer support team, you can follow the steps below:

Open your QBDT account.
At the top of your account, select Help.
Choose QuickBooks Desktop Help/Contact Us.
Click on Contact Us.
Please give a brief explanation of your concern, then press Continue.
Log into your Intuit account. Select Continue, then Continue with my account.
An email with a single-use code will be sent to you. Type in your code and click Continue.
Choose whether you want to Chat with us or Have us call you.

In addition, find out how to customize reports in your QBDT by reviewing this material: Customize reports in QuickBooks Desktop.

Let me know if you have additional inquiries concerning your reports in QBDT, RedJudy. Just leave a comment below. I'll be sure to address them in no time.

BigRedConsulting · ‎July 31, 2024

This is normal for some reports, which only show the Transaction's primary name, such as the payee on a check or the customer on an invoice. Or, oddly, the first row of a General Journal transaction.

Other reports will show the detail name from each row of the transaction. The custom Transaction Detail report, for example, will show the detail name.

What reports are you seeing that copy the "payee" name to all transaction lines?

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Name field not displaying correctly on Reports

Name field not displaying correctly on Reports

Name field not displaying correctly on Reports

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