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November 19, 2022
Question

How do I automatically populate the Description Box in Report? I complete the Memo section when I record a Transaction.

  • November 19, 2022
  • 1 reply
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When I generate the P+L report the Description section is blank. The Memo section is completed and I have manually populate the Description Section. Is there a quicker way?? Thanks Regards Paul

1 reply

November 20, 2022

Thank you for visiting again the QuickBooks Community, paulupton. Let me discuss how the Description column on the report works in QuickBooks Online. Then, I'll ensure you can perform an alternative way to achieve your goal.

 

Financial reports give you a snapshot of your business and the data that appear on them depends on the details of the transaction being entered into the program. 

 

You can automatically populate the Description box in the said report after customising the information. However, the details shown in the Description columns, are the information entered in the Description field when recording the entry. With this, even completing the Memo section on the transaction page will not appear in the report's Description column.

 

For now, you can manually open the transaction to see the details entered in the Memo field. Otherwise, you'll have to enter the extra information in the Description field when recording the entry to ensure it'll appear on the report. I attached screenshots below for visual reference.

 

 

 

Lastly, you may refer to this artilcle to see steps on how you can memorise a report that allows you to save it with its current customization: Memorise reports in QuickBooks Online.

 

If you have more questions about organising the details of the report or any other processes in QuickBooks, feel free to click the Reply button. I'm always here to help, paulupton. Have a good day!