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R
rlwyattcali
January 23, 2024
Question

How to display the "Memo" field content from the Deposit entry

  • January 23, 2024
  • 1 reply
  • 0 views

When I enter deposits into QB (desktop Pro 2021), there is a long Memo field and in that field I sometimes place a note.  For example, I receive product rebates so when I receive one of those checks, I will put in a note - example "Hills Q3 2023".  I would like to run a report that will display that field but the only thing I can find in Customize is "Memo" and that displays the 'small' Memo field content.  When entering the deposit, there are actually Two Memo Fields.  I know I could change my process on my end and use the small memo field.  If that's what I have to do, I will do it, but thought someone here might already have run into this before and solved it.  Much thanks if so.

 

Rob

1 reply

S
Shania_C
January 23, 2024

Welcome to the Community space.

 

Allow me to help you run a report that will display that field that displays the 'small' Memo field content.

 

After creating a deposit transaction, you can run a Deposit Detail Report. From there you can customize the transaction to view the memo you created. Here's how:

 

  1. Click Customize Report
  2. Click Columns, and select Memo
  3. Then Click OK

 

To view the report with a memo and display two memos, double-click on a specific transaction. Here's a photo for reference: 

 

 

 

Moreover, I'll be sharing the following resources to help you customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report: Customize reports in QuickBooks Desktop

 

If you have any questions about which report displays the field that shows the 'small' Memo field content in QuickBooks Desktop, don't hesitate to reach out. The Community is always here for you. Take care!

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