LyndaS
Level 2

Account management

This is one more reason why, as a Bookkeeper I BEG my clients not to make me use QBO.  The journal entries NEED to show a name, there are many transactions that an accountant or bookkeeper that can't be entered as a bank, invoice, or bill transaction.

 

Yes, I fixed the problem by putting the name of the vendor or customer in the NUM for the JE but that is not a professional solution.