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D
Damien1
January 28, 2022
Question

Reports with customer job missing

  • January 28, 2022
  • 1 reply
  • 2 views

I am looking to run a report to find transactions that might be lost because for one reason or another the customer job field was left blank.  I know I can run reports with any name, but is there a work around or way I can run a report for any/all transactions with no customer job/name so I can find and fix the error?

 

Thank you,

Damien

1 reply

R
Rea_M
Level 10
January 28, 2022

I'll make sure you can pull up the report you need in QuickBooks Desktop (QBDT), @Damien1. This way, you can manage your transactions accordingly.

 

Based on your description of the issue above, you can pull up a QuickReport for the specific bank or account that holds your transactions. Then filter it so you can easily find and fix any/all transactions with no customer job/name. To do this, here's how:

 

  1. Go to the Lists menu.
  2. Select Chart of Accounts.
  3. Find and click to highlight the account. Then, right-click and select the QuickReport: [Account name] option.  
  4. On the report page, select the Customize Report button.
  5. Go to the Filter tab.
  6. Search Name, then choose the All other names option. 
  7. Click OK.

 

Also, QBDT provides different reports that cater to your business needs. It displays them based on a set of instructions that's extracted from the data file and shown as a set of transaction lines. To learn more how QuickBooks generates reports, I'd recommend checking out this article: Understand reports.

 

Let me know if you have other reporting concerns and questions about managing transactions in QBDT. Please don't hesitate to drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @Damien1.

D
Damien1Author
January 28, 2022

Thank you so much.  

Ok, I did a test and in some accounts it works well, but in others it doesn't.  I tested it in Dues & Subscriptions expense account because I knew there were a dozen or so transactions that fit the bill.  I ran it several times and every time it brought up 1 transaction but not the others.  I am looking for why 1 but not the others were pulled.

R
Rea_M
Level 10
January 28, 2022

I appreciate your immediate response and update, @Damien1. Let me share further details about this.

 

With the QuickReport pulled up, you'll have to make sure you've filtered the appropriate Dates (From and To). Then, check the account's (Dues & Subscriptions) total amount or Balance for that specific transaction. This way, you're able to verify if that's the only one that doesn't have or with no customer job/name or there are still others. Please see the screenshot below for your reference.

 

 

Also, you can set your reports' preferences in QBDT. Doing so will let you customize them to fit your personal style and business needs. To know more about this, I'd recommend checking out this article: Set report preferences.

 

Please know that I'm always around to help if you need further assistance in managing your transactions in QBDT. Take care, and stay safe, @Damien1.

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