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Buy nowHello, Nonprofit CEO-CPA.
I appreciate your time in raising your concerns about the Names header on reports. I agree that doing extra steps is indeed frustrating, and would take too much time. So, I'd like to address this for you and shed some light on the Name header or column.
I tried this on my end, and I've gotten the same results as what you described. So, my hunch is that the Name header in QuickBooks Online would only show the names if an entry is tied to a single profile.
This is true if you enter a sales receipt, then check the transaction detail from the Profit and Loss report.
If multiple customer names or profiles are involved in a single entry, the Name header won't display them. They would be split under the Customer or Vendor column instead.
However, single-profile entries would still show the names under the Customer or Vendor column.
We can memorize the customization settings on any transaction detail report if you want to save it for future use. The complete steps and details are found here: Memorize reports in QuickBooks Online.
If you need help closing out the current period after checking your financials, I'll share this article with you: Reconcile an account in QuickBooks Online.
If you'd like me to clarify other fields on reports, or if you need help with your entries, please let me know. I'll address your concerns accordingly.