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Feb 27, 2023 7:31 AM UTC
Question

How do i sort the items in a transaction report by memo/description

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1 reply

Feb 27, 2023 9:49 AM UTC

Thanks for checking in with us, @bacmac15.

 

I can help get your transaction report, including the memo or description column. Let's make sure that you have the report customised.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Transaction Detail by Account.
  3. Set the Report period.
  4. Click the Sort drop-down arrow.
  5. Choose Memo/Description.
  6. Hit Run report.

 

I've included a few resources about working with reports that may come in handy moving forward:

 

 

Let me know if you need more help navigating reports in QuickBooks. I'm always here to help. Take care.