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November 27, 2024
Question

turn memo/estimate# off on statements

  • November 27, 2024
  • 1 reply
  • 0 views

Why on earth isn't there an option to turn off the "memo" line that includes the estimate # and any other notes on statements? Am I missing something? It makes statements unreadable with so many things included. 

1 reply

November 27, 2024

Hello there, @daraatdykehouse.

 

Thank you for sharing your concern and providing a screenshot to help us better understand the issue of disabling the memo/estimate on statements in QuickBooks Desktop.

 

In QuickBooks Desktop (QBDT), when you convert an estimate into an invoice, the memo field from the estimate automatically applies to the customer statement. Moreover, there is no option to turn off this transfer. As a workaround, you need to manually remove or modify the memo in the invoice tab to ensure it does not appear in the customer's statement. Let me guide you on how:

 

  1. From the menu bar, select Customer Center.
  2. In the Customer & Jobs section, locate and select the customer from whom you want to remove the memo.
  3. Double-click on the invoice to open the Invoice screen, where you can delete the memo in the MEMO field.

 

 

 

Additionally, to help you learn how to send statements to your customers to show them summaries of their invoices, payments, credits, and balances. I recommend checking this article: Create and use custom fields in QuickBooks Desktop.

 

If you need assistance with processing payments for an invoice, you can view this link: Record an invoice payment.

 

If you have any additional questions or need further clarification about disabling the memo or estimate number on customer statements, simply click the reply button, and the Community will respond promptly. Have a great day, @daraatdykehouse!