qbteachmt
Level 15

Account management

Journal Entry are brute force accounting entries.

 

If you want Names on Banking transactions, you use Banking Transactions. You don't use JE. If you want Names for sales transactions, you don't use JE. You use Sales Transactions.

 

It's best to avoid JE when you want Name-related functions, and use the Name-related Activities that are provided for.

 

Also, JE bypass cash vs accrual basis reporting, and don't show for Sales reporting and are not used for Sales Tax activities. They are not Spending, Purchase, or Sales, really. They are Accounting Entries, and hardly used in any of the QB programs or products.