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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Rasa-LilaM
QuickBooks Team

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Greetings, SethH.


Thanks for dropping by the Online Community. I’m here to clarify why you’re unable to see the name on the reports.


As mentioned by @Teri, make sure to select a name for it to show on the journal entry. When running a report, you’ll have to click the transaction related to it and it will route you to the Transaction Report.

 

Check out these screenshots for visual reference:

 

je.pngje1.pngje3.pngje4.png

 


From there, refine the report to see the actual name whether it’s a customer, vendor or employee. To visually guide you through the process, check out this article: Customize Reports and Email.

 

To customize:

 

  1. Go to Reports on the left panel, then select the report you're working on.
  2. Double-click on the transaction.
  3. On the Transaction Report page, click on the Gear icon in the lower right hand.
  4. Mark the boxes for Customer, Vendor and Employee.
  5. Click anywhere for the changes to take effect.

That’s it. The information I provided should point you in the right direction.


If you have additional questions about QBO, leave me a comment by clicking on the Reply button. I’ll be right here to answer them. Enjoy your day!

 

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