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  1. The Transaction Journal Report shows debits and credits for each transaction and provides a more focused view of amounts and accounts not visible from the transaction itself.

  2. Mar 19, 2021 · When I double click the the transaction from the transaction report, it is routed to the Journal Entry (since the original transaction type is a JE) where you cannot see the item code. Is there a way to show the item in the Journal Entry to be able to change the item code on a JE?

  3. Reclassifying transactions in QuickBooks Desktop can be done using the Reclassify Transactions tool, which allows users to efficiently change the account or type for multiple transactions.

  4. From the Home screen or the Customers menu, select Create Invoices. From the Customer: Job dropdown, select a customer or customer job. If the customer or job is not on the list yet, you can select Add New. Fill in the relevant information at the top of the form like the Date Invoice #, Bill to/Sold to, and Terms.

  5. The transaction detail by account report in QuickBooks Desktop offers detailed insights into various elements such as the date of transaction, type of transaction, involved accounts, and the amount for comprehensive analysis of customer and vendor activities.

  6. Only QuickBooks Enterprise and QuickBooks Desktop Accountant support batch entering transactions from excel or .CSV files into QuickBooks bank, credit card, accounts receivable, and accounts payable registers.

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  8. You can import transactions into QuickBooks Desktop from Excel with an unlimited number of items, so use as many rows as you need. QuickBooks Desktop supports the import of the most common transaction types, such as checks, deposits, credit cards, bills, invoices, and credit memos.

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