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avery3
April 29, 2020
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Can invoice descriptions be included in invoicing reports? Right now the memo/description field is only pulling in statement descriptions for some reason.

  • April 29, 2020
  • 1 reply
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Best answer by JasroV

Greetings, @avery3.

 

It'll depend on the type of report you're opening. For example, if you run the Sales by Customer Detail report, it'll show each line item from the invoice. Thus, it shows the Description of the line item on the Memo/Description column.

 

However, if you run the Transaction List by Customer report, it'll show each transaction without the details of the line items. Thus, it shows the message from the invoice as Memo/Description.

 

Furthermore, here's a great article you can check to learn more about running reports in QuickBooks Online (QBO): Run reports in QuickBooks Online.

 

Also, I'm adding this great resource that provides detailed information on how to generate reports that shows the data you need: Customize reports in QuickBooks Online.

 

Learning more about reports in your QBO account we'll ensure the accuracy of your accounts. Let me know if you have other concerns. I'm always here to help. Take care and have a good one!

1 reply

JasroV
JasroVAnswer
April 29, 2020

Greetings, @avery3.

 

It'll depend on the type of report you're opening. For example, if you run the Sales by Customer Detail report, it'll show each line item from the invoice. Thus, it shows the Description of the line item on the Memo/Description column.

 

However, if you run the Transaction List by Customer report, it'll show each transaction without the details of the line items. Thus, it shows the message from the invoice as Memo/Description.

 

Furthermore, here's a great article you can check to learn more about running reports in QuickBooks Online (QBO): Run reports in QuickBooks Online.

 

Also, I'm adding this great resource that provides detailed information on how to generate reports that shows the data you need: Customize reports in QuickBooks Online.

 

Learning more about reports in your QBO account we'll ensure the accuracy of your accounts. Let me know if you have other concerns. I'm always here to help. Take care and have a good one!

A
avery3Author
April 30, 2020

Thanks for the reply, @JasroV. Regardless of what list I pull (invoice list, transaction list by customer), the memo/description field is only pulling in data from statement descriptions. I need to reference the information filed in invoice descriptions.

 

See attachment for a screenshot of the invoice description and statement description boxes on an invoice. The reports I pull are only showing the information entered into the statement description, so in this case, "voided" and not the campaign information entered into the invoice description box. 

 

Is there a way to pull information from the invoice description box into a report? I need to compile a list of all invoices from a certain date range with the information added to the invoice description box for each.

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