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Message: Transaction lines to Accounts Receivable must include a customer on that line

 When you try to save or enter a transaction, you see one of these messages:

  • Transaction lines to Accounts Receivable must include a customer on that line.
  • Transaction split lines to Accounts Receivable must include a customer on that split line.
  • Transaction lines to Accounts Payable must include a vendor on that line.
  • Transaction split lines to Accounts Payable must include a vendor on that split line.
  • Transactions to Accounts Payable must include a vendor.
Why this is happening

 These messages appear when the Accounts Receivable or Account Payable account is chosen on a transaction but the name associated with that account is not a customer or vendor name. This problem commonly occurs on the following types of transactions:

  • Deposit
  • General Journal Entry
  • Sales Tax Adjustment
  • Transactions entered into an account register (except the Accounts Receivable or Account Payable register)
  • Enter Bills
How to fix it

  Add a name in the name field

  • Deposit: Received From
  • General Journal Entry: Name
  • Account Register: Payee
  • Enter Bills: Customer:Job

Note: Even if you don't want to use a name, you will still need to use one. It's required by QuickBooks in certain transactions. However, the name can be one you create like General.

Check the type of name used on the transaction

  1. Click the drop-down arrow in the name field. Review the name type listed on the right of the menu.
  2. Go to the Customer Center, Vendor Center, Employee Center, or Other Names List to find the desired name. If the name is listed under the wrong type, you can go to the correct Center and create a new name.

Check the type of account used on the transaction

  1. Click the drop-down arrow in the account field. Review the account type listed on the right of the menu.
  2. Select Lists > Chart of Accounts and find the account. Review the Type column for this account. If desired, you can right-click and select Edit Account to change the account type.

Important: You cannot change the type for accounts created by QuickBooks (for example, Accounts Receivable, Accounts Payable, Payroll Liabilities).  

 

If this solution does not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free. You can contact an agent for additional guidance. Fees may apply.

KB ID# SLN40677
12/19/2014 7:42:13 PM
PPRDQSSWS401 9102 Pro 2013 97d313