Hi, VWTL. I'd be glad to fix the error in the Transaction Report and walk you through the process in detail.
To correct the “cheque” transactions that have the payee listed under the Customer column in your QuickBooks Online transaction details report, follow these steps:
- Open QuickBooks Online and go to the “Reports” section.
- Locate and open the Transaction Detail by Account report.
- Find the transactions that need correction.
- Click on the transaction to open it.
- In the transaction window, change the Payee field to the correct payee.
- Save and close the transaction.
Repeat these steps for each transaction that needs correction. This should update your report with the correct payee information.
If you have many transactions to correct, consider using the Batch Transactions feature to make bulk edits more efficiently.
You may also visit this article for more information and guidance on ways to customize your reports in QuickBooks: Common custom reports in QuickBooks Online.
Let me know if you need further assistance with reports-related concerns in QuickBooks Online, please feel free to reach out. I'm here to help. Have a pleasant day!
