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Jay Doshi
Level 1

Entering a new column in General journal entry

Hi,

Currently my QB desktop shows General journal entries screen as per attached.

I wanna add a NEW column besides "Class" column for my business unit.

Can I add a new column in the journal entry ?

8 Comments 8
Candice C
QuickBooks Team

Entering a new column in General journal entry

Good Morning, @Jay Doshi

 

It's great to see you back in the Community. I hope your weekend was great. Allow me to give you some insight into adding a column to a journal entry in your QuickBooks Desktop (QBDT) account. 

 

I can see how this would be beneficial for your business. However, you won't be able to modify a journal entry in your QBDT account. I'll send feedback to our Product Developers so that they can consider editing journal entries in the new release for the product. Our Developers take the time to review every request and work them into the next update for the system. 

 

You can cruise on over to our QuickBooks Blog to track what's new in the system each time an update is available. If you have any other questions or concerns, don't hesitate to ask. I'll always be around to help. I hope you have a great rest of your week! 

john-pero
Community Champion

Entering a new column in General journal entry

No, there is no modification of the JE screen other than Class and Billable, which can be removed if you turn off both Class and Billable.  Otherwise, Account-Debit-Credit-Memo-Name-Billable-Class is all you get.

 

What would you possibly want to add?

Jay Doshi
Level 1

Entering a new column in General journal entry

I have a group of classes which make up a Business Segment. Hence I want to add a column wherein against each class I can also mention the business segment. 

Thereby, I will be able to fetch class wise as well as business segment wise data.

JLee2
Level 2

Entering a new column in General journal entry

We need to add a customer as well as the class in the journal entry but it doesn't seem possible.

RCV
QuickBooks Team
QuickBooks Team

Entering a new column in General journal entry

Thanks for checking in with us, JLee2.

 

When adding a customer, just go to the Name column and select the customer name. If it is not on the list, click the Add New option in the Name drop-down. Then, go to the Class column to select a class. If this option is unavailable, it's possible the Use class tracking for transaction option is not enabled. Here's how to turn it on: 

  1. Go to the Edit menu at the top.
  2. Choose Preferences.
  3. Select Accounting on the left pane, then Company Preferences tab.
  4. Put a checkmark to Use class tracking for transaction under the CLASS section.
  5. Press OK.

 

Here's an article you can refer to for more details on how to Use Class Tracking in QuickBooks and how to set up and use class tracking. I've added the filter, sort, or total reports by Class article that will help you in managing class-related reports. 

 

If the same thing happens, let's ensure your QuickBooks is up to date with the latest features and improvements so you always have the latest features and fixes. Then, use the QuickBooks File Doctor to fix your company file since the option to add a customer and class is unavailable in the journal entry. Before diving, ensure to create a backup of your company file first. This way, we can restore your data if you ever run into problems.

 

We can also repair your software to fix any damaged components causing odd behavior when using QuickBooks. Just restart your computer first to close the programs that may affect the repair. When you're ready, here's how to repair the software:

  1. Open the Windows Start menu, then select Control Panel.
  2. Choose Programs and Features then Uninstall a Program.
  3. Select QuickBooks from the list, then click Uninstall/Change.
  4. Hit Continue or Next.
  5. Select Repair, then click Next.
  6. Once it's done, select Finish. Please know that you may have to restart your computer to complete the repair.
  7. Update your QuickBooks to the latest release to get the latest security update.

 

I want to make sure everything is taken care of for you, please let me know how it goes or if you have any other issues or concerns. Just leave a comment below and I'll get back to you. You have a good one. 

Greenland
Level 1

Entering a new column in General journal entry

Customer:Job column would be helpful for making a payroll entries that could be allocated to specific jobs. 

arajan
Level 1

Entering a new column in General journal entry

Would it be possible to add additional columns in addition to class to a journal entry. We would like to add class and project. The bill and credit card charges transactions have an option to customize columns but I don't see that option for general journals.

Thanks,

Arun

JamaicaA
QuickBooks Team

Entering a new column in General journal entry

I understand that you would like to customize the general journal entry to add more columns, @arajan. Let me guide you to submit a request to our innovators for further review.

 

Although there is a column for Class, we cannot add more at this time. I can see how useful it would be to track Projects directly, along with DebitCredit, and Billable charges in one place. To share your vision with our Product Developers, you can follow these steps:

 

  1. Go to the Help icon at the top menu.
  2. Select Send Feedback Online and then click Product Suggestion.
  3. Enter your request, then tap Send Feedback.

 

Keep an eye on your suggestions through this website. You can also cruise over to our blog to keep up with recent events and developments.

 

Here's an article to help you learn how to edit, reverse, or delete a JE: Create a journal entry in QuickBooks Desktop for Windows or Mac.

 

Furthermore, you'll want to explore reports to get a snap of your business or financial health: Customize reports in QuickBooks Desktop.

 

If you have any other questions or concerns about journal entries, don't hesitate to ask. I'll always be around to help. I hope you have a great rest of your week! 

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