Journal Entries not Available in the Customer Profitability Report

Written by
Milkie Fernandez
Published on
January 31, 2024 at 9:01:49 AM PST January 31, 2024 at 9:01:49 AM PSTst, January 31, 2024 at 9:01:49 AM PST

Scenario

The user creates a Customer Profitability Report by going to Reports > Customers/Receivables > Customer Profitability. However, journal entries are not available on the report.

Solution

A. Check if Journal is excluded from Sales Reports:

  • Navigate to Setup > Accounting > Accounting Preferences
  • Click Items/Transactions tab
  • Scroll down to Sales & Pricing section
  • In Transaction Types to Exclude from Sales Reports, check if Journal is selected
  • Click on Journal to deselect
  • Note: Hold CTRL to avoid deselecting other transaction types
  • Click Save button

B. Check the filters on the report.

If there is an Item and/or Item Type set as a filter, this will filter out journal entries from displaying since items cannot be associated to any journal entries.