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nagalavanya
April 4, 2022
Question

In debtors transaction statement, memo/description is not visible for invoices. it is visible only for expenses. Pl help

  • April 4, 2022
  • 1 reply
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In the report, I also want description to be displayed against each invoice number.. Am not able to achieve this despite selecting memo/description. Pl help

1 reply

AlexV
AlexV
April 4, 2022

Hello nagalavanya!


Let me assist you in creating a statement and adding a memo or description.


When you create an invoice, you may notice the Message on statement field. This is the data that will be added to the customer statement, not the description on the line item.


I suggest you open, edit the invoice, and copy and enter the memo or description in the Message on statement field. Then, recreate the statement.


For now, you'll want to pull up the Transaction Detail by Account report. This report includes the details you entered in the Description field on the invoice. Just make sure to add the Memo/Description column by clicking the Gear icon next to the Export button, then select the Memo/Description box.


You can check this link if you need detailed steps on how to run, customise, and save a report: Run reports in QuickBooks Online.


If you happen to come across any difficulties while recording your entries, fill me in with the details and I'll help you fix them. Let me know and I'll gladly lend a hand.

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