Skip to main content
June 3, 2023
Question

Is there a way to show a memo in all associated accounts rather than just in the one that I enter the journal entry?

  • June 3, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Rubielyn_J
June 3, 2023

My goal is to ensure that your experience with our system is as seamless as possible, @weinman.

 

To view all memos or descriptions in all associated accounts, we can pull up the Transaction List by Account report. 

 

Let me illustrate the steps for you.

 

  1. In your QBO account, select the Report menu. 
  2. In the Find report by name field, search and select Transaction List by Account.
  3. Click the Customize button.
  4. Choose the correct date.
  5. In the Rows/Columns section, make sure to put a checkmark next to Memo/Description
  6. Once done, select Run Report



 

Furthermore, I'll provide you with a comprehensive set of instructions to facilitate your report management within QBO. These instructions encompass personalizing and changing your statement accounting method.

 

 

If you encounter any additional concerns about handling reports in QBO, please feel free to inform me. I am available to assist you. Keep safe!