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October 30, 2023
Question

How can I see the invoice memo on a report?

  • October 30, 2023
  • 1 reply
  • 0 views
I am adding a memo to every invoice, on which report can I see the invoice memo?

1 reply

Rubielyn_J
October 31, 2023

What a pleasure to have you here, @accounts-ortradi.

 

I'd be happy to guide you through the process and help you locate the report that includes the invoice memo information.

 

In your QBO account, we can generate the Transaction List by Customer. Then, let's customize it to show the memo in the column.

 

Here's how: 

 

  1. In your QBO account, proceed to the Reports menu.
  2. Search and select Transaction List by Customer in the Find report by name field.

  3. Click the Customize button.
  4. Choose the correct Report period.
  5. Under Rows/Columns, make sure to click the Memo/Description box.
  6. Once done, select Run report.



 

Moreover, I'll be sharing the following articles to help tailor your financial reports to meet your specific business needs and preferences. Personalizing and memorizing your data empowers you to analyze your company's performance efficiently and effectively, helping you stay on top of your financial health:

 

 

This information should be helpful in addressing your question about viewing the invoice memo on a report. If you have any further inquiries or need additional assistance, please don't hesitate to reach out. I'm here to support you and ensure you have a seamless experience with QuickBooks Online.