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ckoutsouvelis-sy
Level 1

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

 
11 Comments 11
FritzF
Moderator

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Welcome to the Community, @ckoutsouvelis-sy.

 

To ensure that I'm on the page, may I know which specific report you're referring to? Any additional information will help me provide the best resolution.

 

This will depend on the type of report and the source of the transaction. If you run a report for general transactions (for the customer, vendor, and employee) then, their names will show. 

 

 

However, if you pull up General Ledger and Transaction Detail report, only their type of transactions will be displayed instead. 

 

Just in case, I'll add these articles for future reference:

 

 

Please leave a comment if you have any other questions or concerns by clicking the Reply button below. I'm always here to answer them. Have a great day!

JYcebu
Level 3

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

But why not show names in transaction reports? Please fix this problem asap. Thanks.

JYcebu
Level 3

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

The other problem with reports is that the memo/detail is blank even if i fill the description in the transaction.

GlinetteC
Moderator

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Thanks for joining this conversation, JYcebu. I'm here to help you figure out why it's blank.

 

I can help you generate a transaction report that shows the description of the transaction. Let's run the Transaction Detail by Account report and filter it to include the Memo/Description column. That way, it'll show the data you need.

 

Let me show you how:

 

  1. Go to Reports.
  2. Search for the Transaction Detail by Account report in the search box.
  3. Click on the Customize button.
  4. Select the Filter drop-down and select Memo.
  5. Click on the Run report button.

I've added a screenshot for your visual reference:

 

By following the steps, you'll be able to get the description you've entered on the sales forms.

 

For additional resources, here's an article about: Customising your report in QuickBooks Online reports in QuickBooks Online.

 

You can also memorise your report to save its current customization settings.

 

That should get you going. If you have any additional questions about reports, please comment below.

JYcebu
Level 3

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Thanks for the memo/detail procedure. Do you have the procedure to show the names in journal entry? Thanks.

JYcebu
Level 3

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Hi. Thanks Glinette.

Your example is from an invoice. Can you show us the steps for showing the names and description in a journal entry, which was the original question for this thread. Thanks.

JYcebu
Level 3

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Can you please add a feature to make names and description show up here please. Thanks.

AlcaeusF
Moderator

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Hi there, @JYcebu.

 

Thank you for posting here in the Community. Allow me to chime in and share some clarification about the reports in QuickBooks.

 

When you create journal entries, you choose accounts to debit and credit, as well as different names and descriptions per line. Since Transaction reports can only show one information per column, the system is unable to provide the information.

 

Currently, an option or ability to show the names and descriptions is unavailable. We always improve the features in the product, and this preference might be available in the future. As we assess this, you can check our QuickBooks Blog for product updates.

 

Additionally, you can use the following article to learn how to personalise reports in QuickBooks: Customise reports in QuickBooks Online.

 

Please know that I'm just a post away if you have any other questions on running reports. Take care.

JoeG2
Level 1

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Still no fix on this.

 

The name only shows up if it was a single transaction deposit, but if there were 2 or more transactions (lines) in one deposit the names don't show up on the report.

Rose-A
Moderator

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Hi, JoeG2. I appreciate you following up io his thread.

 

I know how important it is to have the names shown on the report. However, the option to do is unavailable in QuickBooks Online.

 

I'd suggest submitting feedback within your QuickBooks Online account. This way, it goes to our product developers to help improve your experience while using the program. I'll guide you on how:

 

1. Go to the Gear icon at the upper right and select Feedback under Profile.

2. Enter your comments or product suggestions. You can also attach a screenshot or file to combine them all. 

3. Click Next

4. You'll be provided a list of suggested help articles related to your comments. You can read through them or choose Skip and send message.

 

The screenshot below shows you the second to third steps. To learn more about the process above, see this article: How Do I Submit Feedback?.

 

For now, as a way around, I'd suggest exporting the report into Excel and adding the names from there. Also, I'd recommend customising the report to get the specific details you need. You can also memorise it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

Come back to the Community forum for other questions about QuickBooks. I'm always here to help. Have a nice day!

AliBaba1
Level 1

My customer names are not showing up in my transaction report, but when I go into the journal I see the name.

Hmmm was your question answered? Were you able to figure out how to get the name there?