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report filter by memo or line description

Forum|Forum|2 years ago
December 23, 2023
2 replies
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I'd like to create a report customized with a filter on the memo or line description field. Which report do I start with? Thanks

Best answer by AldritchM

Hi there, @newyorktutor.

Allow me to help you generate a report that shows memo/description in QuickBooks Online.

If you wish to show the memo/description when viewing, you can pull up these Transaction Detail by Account, Transaction List by Vendor, and Transaction List by Customer.

Here's how:

Click Reports in the left panel.
Search and select the Transaction Detail by Account in the search field.
Click Switch to classic view, select the small Gear icon inside the report.
Under the change column tick the box for Memo/Description.

Take note, that the Description field will show up if there are no details in the Memo field.

Additionally, you may find this article helpful: Customize Report.

If you have more questions about customizing reports, don't hesitate to reply. I'm always around to help!

AldritchMAnswer

Hi there, @newyorktutor.

Allow me to help you generate a report that shows memo/description in QuickBooks Online.

If you wish to show the memo/description when viewing, you can pull up these Transaction Detail by Account, Transaction List by Vendor, and Transaction List by Customer.

Here's how:

Click Reports in the left panel.
Search and select the Transaction Detail by Account in the search field.
Click Switch to classic view, select the small Gear icon inside the report.
Under the change column tick the box for Memo/Description.

Take note, that the Description field will show up if there are no details in the Memo field.

Additionally, you may find this article helpful: Customize Report.

If you have more questions about customizing reports, don't hesitate to reply. I'm always around to help!

N

newyorktutorAuthor

Thank you for the very clear process. Just what I needed.

Have a good day

JaeAnnC

I appreciate the follow-up response, @newyorktutor.

We're glad to hear that the steps provided by my colleague above were able to help achieve your goal of creating a customized report with the Memo field. We love to see everyone helping each other in the Community.

If you have additional concerns running a report. Please don't hesitate to visit us again. Our team is available 24/7 to assist you. Keep safe, and wishing you a merry Christmas!

K

KS2024

Is there a way to get both the memo and the description to show up on transaction reports? Thanks!

K

KayePe

I acknowledge your posting here in the Community space, @KS2024. Showing memos and descriptions when running a transaction report is essential to you and your business today. Let's delve into this concern, KS2024.

Please note that when a transaction contains a memo and a description, only the memo is shown in the transaction report in QuickBooks Online (QBO). To ensure that the description is displayed, I recommend including the description alongside the memo when entering the entries. This way, both the memo and description will be visible in the report.

See the attached photo below to understand more:

Here's what you can do for the description to show with the memo:

On the other hand, to have detailed knowledge about reports utilizing QBO, you can see this reference for a future guide: Common custom reports in QuickBooks Online.

Thank you for making this thread active, KS2024. Know that for any of your queries, you can trust us to help you. I will be glad to assist you again. Keep safe!

K

klmiller

This isn't resolving the issue. There is too much to type for each and every transaction, and copy/pasting for each and every one is redundant.

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