AR without Name Field
How do I record a Journal Entry, using the AR account, without needing to type in a Customer Name in the Name field?
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04/13/12 8:12am PDT
Viewed by asker 04/24/12 6:59am PDT
Viewed by asker 04/24/12 6:59am PDT
5 Replies
DonnaR
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04/13/12 8:14am PDT
You cannot and should not.
Why are you recording a JE to Accounts Receivable?
If the A/R is wrong you need to find out why and which Customer has the wrong info and correct it by Customer.
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Donna Rodriguez
Business Essentials, Inc. Bakersfield CA
Donna Rodriguez
Business Essentials, Inc. Bakersfield CA
Rustler
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04/13/12 11:11am PDT
The customer name is the sub account of a/r, nothing posts to a/r directly, that is why you must have the customer name
same is true for a/p and vendors
If I've helped, mark it solved.
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qbteachmt
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04/15/12 12:15pm PDT
If you want to manage receivables but not by customer name, you cannot use the specific AR account QB created. You have to create an Other Current Asset account for managing AR generically.
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04/17/12 9:48am PDT
Maybe I need to re-state this issue. The AR in the balance sheet is not the same as the detail for the customers. I thought a JE would correct the balance sheet to the detail without using a customer. How do I reconcile the detail to the AR balance sheet?
qbteachmt
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04/17/12 10:45am PDT
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JEs never correct AR or AP; they make things worse.
If that was done in the past, that might be part of your problem now.
Make sure the details is viewing all customers, not only the Active customer names.
Make sure the report is based on All dates.
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