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Naresh-Parmar
Level 1

Why are Names not shown in NAME column in General Ledger while names are already mentioned in Journal Entry form?

I recorded transactions through Journal Entry form and mentioned names in NAME column. But In reports (specifically General Ledger) the names are not shown in NAME column. That specific fields are blank. The data is not taken from NAME Column of Journal Entry form, so Filters also don't work on those reports.
1 Comment 1
Rusimyhr
QuickBooks Team

Why are Names not shown in NAME column in General Ledger while names are already mentioned in Journal Entry form?

I appreciate the details you’ve provided, Naresh.

 

The main reason is that a General Ledger report is focused on your accounts, not on the individual Customer or Supplier. When you use a Journal Entry, you can enter different names on each line of the transaction. The GL report's main Name column isn't designed to handle multiple entities from a single JE. Because it can’t decide which name to display, the software often leaves the main column blank to avoid reporting incorrect data.

 

The good news is that the information is recorded. You can customise your report to display the specific fields where those names are stored. You can adjust the General Ledger report to pull these details from the line items. Here’s how:

 

  1. Open your General Ledger report and look for the Gear icon.
  2. Click the checkbox on the Customer or Supplier. The report will automatically populate with these specific name fields, making your transactions fully visible.                     image.png  image.png

Once you add these columns, you will be able to see and filter the customer and supplier names that you entered on the lines of your Journal Entries.

 

For additional questions about report customisation, let us know by adding a response below. We'll be here to ensure your reporting operates smoothly.