When I run a quick report on any of my sales accounts, the memo column will display Product Description instead of the information in the sales receipt's memo field. This is happening regardles of the transaction type (sales receipts, credit memos, etc). Why is this happening, and how can I fix this?
I need to view sales transactions in a report format that displays the data in the transaction's Memo field in the report's memo column. How?
Hi there, @CuriousCookie.
I'm here to help guide you on how to pull up the report you need in the QuickBooks Desktop.
You can pull up the Transaction List by Customer report to show all the sales transactions you've made including the Memo files details. Let me walk you through the steps:
For additional reference, you can check this article on how to customize report in QuickBooks Desktop.
Also, I've checked our investigation list and we haven't received any similar reports about the Memo details will display on the Product Description field. In this case, you'll need to rebuild and verify the data in QuickBooks Desktop to remove the empty or damaged information from the file.
Here's how to rebuild the data:
To verify the data in QuickBooks, you can follow the detailed steps in this article: Resolve data damage on your company file.
If you need further assistance with the steps, I recommend to contact our QuickBooks Dekstop Support Team. They have additional tools to pull up your account and do a remote session.
Here's how to contact our customer support:
This should get you on the right track. Please let me know how it goes or if you have any other questions about the Transaction List by Customer just click the Add Comment below. I'm always here to help you out.