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paulupton
January 26, 2024
Question

With Quickbooks on line I would like to populate the description in a Profit and Loss Report. I enter a transaction and complete the Memo section with "Pay Plumber" How?

  • January 26, 2024
  • 1 reply
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I use  Quickbooks on line I would like to populate the description in a Profit and Loss Report. I enter a transaction and complete the Memo section with "Pay Plumber" what settings should I use? Currently I can enter manually using the edit button there must be an easier way?

Thanks Paul

1 reply

I
IntuitSheila
January 29, 2024

Hi paulupton,

 

The Memo field is used to add notes for the transaction as a whole, while the Description is for the line items. Many reports in QuickBooks Online include a combined Memo/Description column. Depending on the purpose, some display memos, while others contain descriptions. Changing the preference for a given report isn't possible.

 

Kindly check one of your transaction and verify if where the information was entered, if in the description field or memo.

 

On the other hand, let's also try running Transaction Detail by Account report to verify the data shown. 

 

You can check this article if you need help in customizing or saving a report: Customize reports in QuickBooks Online.

 

Post again in the Community if you have other concerns. 

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