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N
NoMatter
September 24, 2024
Question

Display Memo on Transactions Page

  • September 24, 2024
  • 2 replies
  • 0 views

Hi all,

 

I want to have the memos I have written for my transactions to display on my Bank Transactions page. I cannot seem to find any options to add/remove columns from this page. I can only see the memos I have written by selecting each individual transaction.

 

Solution?

 

Thanks!

 

    2 replies

    J
    JamesM4
    September 24, 2024

    Hello nomatter, 

     

    Glad to have you join the Community. QuickBooks is a versatile program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

     

    The function you've described isn't available in QuickBooks as the program is designed to automatically adjust the orientation of the report base on the content of its content. I can see the benefit of having this function for your business and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you.

     

    Let me know if you have other questions by leaving a comment below. I'll be here to help.

    A
    Adam2K
    April 13, 2025

    Agreed, it should be visible and a sortable column, in fact any information in the transaction should be available as a sortable column.


    Makes the software interface seem rather out-of-date having to dive into each transaction to see a note.

    You should also be able to see a transaction "Description" AND "Bank Detail" at the same time, not have to choose. One is very easy to read, the other contains extra useful information, they complement each other.

    Good software, UI needs some critical work though.


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