Skip to main content
H
hannah11
September 26, 2019
Question

I need to run a transaction report that includes the detail from the transaction - any help?

  • September 26, 2019
  • 2 replies
  • 0 views

Hi, 

I am trying to run a transaction report that shows the description from the transaction, but I can only get memo to show. Does anyone know how to get this to show up please?

Thank you 

    2 replies

    I
    IntuitJamesLowell
    September 26, 2019

    Hello there Hannah,

    Let me help you generate a transaction report that shows the description of the transaction.

    You may pull up the Transaction Detail by Account report and filter it to include the Memo/ Description column.

    Let me show you how:

    1. Go to Reports.
    2. Search for the Transaction Detail by Account report in the search box.
    3. Click on the Customize button.
    4. Click on the Filter drop-down and select Memo
    5. Click on the Run report button.

    Let me know how it goes. I'll be here to help.


      P
      Pauline2
      November 20, 2019

      I am only able to run reports with "Memo/Description".  Is there a way to display both on a report?

       

      Pauline

        M
        Mark_R
        November 20, 2019

        Hi there, @Pauline2.

         

        Currently, there isn't an option to separate the Memo/Description column on a report. But I've got a workaround for you that you may consider.

         

        You can run and export the Transaction Detail by Account to Excel so you can separate the Memo and Description from there. However, you'll have to enter each memo and description of the transactions manually. 

         

        Here's how to export the report:

         

        1. Click Reports.
        2. Search for Transaction Detail by Account.
        3. In the Report period section, select the date range of the report to want to view.
        4. Click the Export icon.
        5. Select Export to Excel.
        6. From the Excel, insert a column and enter Memo.
        7. In the Memo column, enter each memo of the transactions manually.

        I've attached a screenshot for your visual reference.

        Also, in case you might want to memorize reports, you can read this article for your future reference: Memorise Reports. 

         

        Just hit the Reply button of you have any other questions. I'll keep an eye on your response.

          L
          luke-freddit-smith
          August 11, 2023

          I know quickbooks has some great 3rd party apps to solved this. Another great reason to love quickbooks :D. I know Syft Analytics and I think Reach Reporting can do this report. 

          Terms & ConditionsAccessibility statement