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A
ashneale
April 3, 2019
Question

QBO Reports not showing memo/descriptions?

  • April 3, 2019
  • 3 replies
  • 0 views

I can't get the memo/detail section to show up in any of the reports (general Ledger, Transaction Detail, etc. ) Actually, some of the memos show up, but others do not. Specifically I am looking for  for descriptions of checks written. 

    3 replies

    J
    JonpriL
    April 3, 2019

    Greetings, @ashneale!

     

    My colleague, @JaneD, already answered the same question you've posted.

     

    If you haven't checked it yet, you can check it by clicking this link: https://quickbooks.intuit.com/community/Reports-and-accounting/TRANSACTION-DETAIL-BY-ACCOUNT-REPORT/m-p/279167#M21466.

     

    Feel free to post again here in the Community if you have any other concerns. We'll be always around to lend a helping hand.

    A
    ashnealeAuthor
    April 3, 2019

    I am not looking for what report to use? I am wondering how to get the memo/description to print in the GL or Transaction Detail for checks written when it is clearly entered on the check and in the register. 

    Rose-A
    Rose-A
    April 3, 2019

    Thanks for getting back to me, ashneale.

    Let me take over and help you generate a report that shows memo/description when printing in QuickBooks Online.

     

    If you wish to show the memo/description when printing the report, you can pull up the Transaction Detail by Account.

     

    Here's how:

     

    1. Click Reports in the left panel.
    2. Search and select the Transaction Detail by Account in the search field.
    3. You'll see the Memo/Description in the report.

     

     

    You may find this article helpful: CUSTOMIZE REPORTS.

     

    Should you need more information about printing reports, please let me know. Have a good one.

    S
    SBO-OVSAR
    July 22, 2023

    This thread is old but I'm experiencing similar problem with MEMO/DESCRIPTION option in reports. A DESCRIPTION in an expense transaction will NOT find its way into a transaction report under the MEMO/DESCRIPTION header.  Only MEMOs appear under that header.

     

    This is very counterintuitive and quite frustrating.  A report header labeled "MEMO/DESCRIPTION" ought to show at least the DESCRIPTION since that is one of the main fields of an expense record.  They are treated as separate fields for transactions but combined for reporting purposes and one is mostly ignored.

     

    I don't get it.

      G
      GlinetteC
      July 22, 2023

      Hi, SBO-OVSAR. I understand the frustration when a desired feature fails to function or operate as intended.

       

      I recommend contacting our Customer Care Support. They have the tools to pull up your account and investigate this memo/description issue on the report. They can provide details and give additional insights about this matter.

       

      Here's how: 

       

      1. Go to the Help menu at the upper right.
      2. Select the Search tab.
      3. Press Contact Us at the bottom part. 
      4. Enter your concern in the What can we help you with? box.
      5. Click Continue.
      6. Select Chat with us or Have us call you.

       

      Additionally, you can explore the article that discusses various methods for customizing your reports and incorporating additional insights: Common custom reports in QuickBooks Online.

       

      I'm still here if you need more help with the reports. I'll be available to assist.

      KlentB
      KlentB
      August 22, 2023

      I'm dedicated to ensuring that your report experience is as smooth as possible.

       

      Could you please let me know which specific recommendation you followed? This information will help me pinpoint the solution that's best suited for your situation. 

       

      Additionally, could you specify the name of the report you're currently working on? This will allow me to provide you with more targeted guidance to ensure that the memo/description of your transactions displays correctly.

       

      Thank you for your cooperation, and I'm looking forward to assisting you further.

      I
      icerider
      January 22, 2024

      In Books review, the add payee tool is super helpful.  But Transactions without payees list should have a column for the transaction description to help identify the payee quickly.  Quite often clients have no info in the memo line. I think some clients set their rules up to have no memo. Not having the description field in this tool sort of defeats the purpose. 

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