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H
Hiroki
June 22, 2022
Question

How to see MEMO on a particular report

  • June 22, 2022
  • 1 reply
  • 0 views

Hello, I am using QBDT Enterprise 2020.

I do see "MEMO" filed on the bottom left on Estimate/Sales Order/Invoice.

I do write something on that filed. However, if I pull the report from Repot > Sales > Sales by Item Detail,

I do not see the MEMO. I went to "Customize report" on the top left and checked on MEMO under COLUMNS at Display tab. After I did so, Item Description showed up...

Please advise.

 

Thank you,

1 reply

JoesemM
JoesemM
June 22, 2022

Thanks for sharing detailed information about your concern, @Hiroki. I'm here to share another report that will show the Memo details.

 

You can pull up the Transaction List by Customer report. This report will also show all the sales transactions that you've created in QuickBooks.

 

Here's how:

 

  1. Click Reports at the top menu.
  2. Select Customers & Receivables, and click Transaction List by Customer.
  3. Click the Customize Report button located in the upper left-hand corner.
  4. Click the Display and Filters tab, and select Memo from the Transaction Type drop-down list.
  5. Click OK.
  6. Change the Date and click Refresh.

 

For more details on how to customize your reports in QuickBooks, refer to this article: Customize reports in QuickBooks Desktop.

 

In case you want to access your custom reports easily in the future, you can save them. Open this article for the detailed steps: Create, access, and modify memorized reports. 

 

You can always visit the Community if there's anything else that you need. I'll be around to lend a helping hand. Have a nice day!

H
HirokiAuthor
June 22, 2022

Thank you for the reply.

However, Transaction List by Customer report doesn't show the item and item description so our President is not happy.

He wants to see MEMO on Sales by Item Detail. Is there any way that he can see MEMO on THE report? (not other report)

 

Thank you,

C
Charies_M
June 22, 2022

It's my pleasure to continue to assist you today, Hiroki.

 

I appreciate the details you added as this will help me better understand your needs.

 

Moving on to your question, the Memo field is not visible on Sales by Item Detail report. However, I've got an alternative way to achieve your goal.

 

You can export both reports (Transaction List by Customer and Sales by Item Detail) to Excel. This way you can merge the two reports and pick the information you want to show.

 

Here's how to export report to Excel:

 

  1. In QuickBooks, go to the Reports menu and select Reports Center.
  2. Find and open each report mentioned above.
  3. Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
    Save,
  4. To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
  5. If you want to format the data a specific way, select Advanced. This is optional.
  6. Select OK. To open the report in Excel, you can also select Export.

More about importing and exporting files in QuickBooks Desktop can be found in this article: Import or export MS Excel files.

 

In case you encounter issues when exporting the report, you can visit this article for the steps on how to fix it: Fix export to Excel issues in QuickBooks Desktop.

 

Find out more about managing reports in QuickBooks Desktop through the following articles:

If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.

 

Please leave a comment on this thread if you need anything else. We are always around to help you some more.

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