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R
rmcneill
February 14, 2019
Question

Change the default format for Transaction Journal?

  • February 14, 2019
  • 8 replies
  • 26 views

The Transaction Journal report format is very wasteful of space.  A format with the Trans #, Type, Date, and Number fields IN THE HEADING INFORMATION (instead of in separate columns as it is now), would allow MUCH more room to properly display fields that actually vary on each row, such as Memo, Class, Account, etc.  Does anyone know if there's a way to change and save the default format of the Transaction Journal to do this?  We're using Desktop 2018.  THANKS!!

    8 replies

    M
    MirriamMQuickBooks Team
    QuickBooks Team
    February 14, 2019

    Appreciate your time bringing this to our attention, rmcneill,

     

    Let me get the help you need concerning Transaction Journal.

     

    In QuickBooks Desktop, you can customize the format of your Transaction Journal. However, it will not going to the whole part.

     

    To Customize reports, follow these steps:

    1. Run a report.
    2. Click Customize Report in the Report window.
    3. On the Modify Report window, go to the tab/s you need to update.
    4. Click OK.

    To for more detailed steps, here's a great resource that you can check on: Customize reports in QuickBooks Desktop.

     

    If you need further assistance with the steps, you can always contact our Customer Care Support Team. They have the specific tools like screen sharing to walk you through.


    To contact us, here’s how:

    1. Click this link https://help.quickbooks.intuit.com/en_US/contact.
    2. Choose the QuickBooks Product.
    3. Select your QuickBooks Desktop version.
    4. On the Contact Us page, select a topic.
    5. Click on Get Phone Number button to see the support number.

    You are always welcome to come back in if you have further questions about customizing reports in QuickBooks Desktop account. I’m always here to help.

    R
    rmcneillAuthor
    February 18, 2019

    This doesn't help.  As I noted in my question, I'm trying to figure out a way to MOVE some of the fields (Trans #, Type, Date, Number) from the Column display to the HEADER section.  The response was a general process for customizing a transaction, which I'd already gone through.  Secondly, I'm hoping I can save that type of format as a new permanent default format; but it sounds like this isn't possible.  But, how specifically can I move the fields above from Columns to Header?  I've searched all over the Customize Report windows and can't find it.  Any help would be appreciated, even if to say that my specific request isn't possible...........THANKS!

      R
      Rasa-LilaMQuickBooks Team
      QuickBooks Team
      January 28, 2021

      Thanks for trying to help, I find when I use "memorize report" it saves everything, including the current invoice that the Transaction Journal is for, so every time I run the memorized report it it's displaying info for the old invoice I was looking at, not for the current invoice I want it to be for. Can you tell me how to get a memorized report to update based on a different field criteria (in my case it's the field labeled "Number")? If so this would solve my problem enough.

       

      I also find the same issue when I customize the report (font, etc.). I can use those features to make it look exactly how I want, but then when I open the Transaction Journal for a new invoice I have to redo it all. It's not realistic to go in and customize the report every time, too time consuming. 

       

      The tiny print happens when I email the report as a PDF regardless of the report customization, because it automatically shrinks all columns down to fit to page, portrait layout. My solution is to remove the 8 columns I don't need every time before I email the report so the font isn't shrunk down to unreadable. 


      I appreciate for adding more information about your concern, Tammar.


      I can see how important your business is to customize the Transaction Journal to show on the new invoice. Let me share some insights about the Memorized feature.


      When memorizing a report, QuickBooks saves the same settings applied to it. Depending on the date filter, the data will be different or updated.


      That’s why the information didn’t show to the current invoice. You can consider using a third-party application as mentioned by @JasroV.


      I’m adding some articles for future reference. These resources will guide you on how to modify or delete memorized reports and entries.

       

       

      Let me know in the comment section below if you have any other concerns. I’ll jump right back in to answer them for you. Have a good one.

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