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Blank 'Description' field when generating 'Estimates by Job' report

How do I get the Description field to populate when generating an 'Estimates by Job' report? The estimates themselves are complete with description and item etc, but when I generate the report the Description and Item fields are blank.

3 Comments
Moderator

Re: Blank 'Description' field when generating 'Estimates by Job' report

Hello there, @Ames79.

 

Thank you for joining the Community. Allow me to help share some insights about adding the Description on the Estimates by Job.

 

Currently, the option to add the item's description on the report is unavailable. However, you can add a memo to show the description of the report.

 

Here's how: 

  1. On the Estimates by Job report, double click a transaction.
  2. On the Estimate page, enter the description on the MEMO field.
  3. Click Save & Close
  4. Select Yes to confirm. 

 

After you add the memo, you can customize the report to make sure the Memo column is selected. 

 

Here's how: 

  1. At the top left, select the Customize Report button. 
  2. Select the Display tab.
  3. Under COLUMNS, put a check mark next to Memo
  4. Click OK

 

I'll make sure to pass your idea to our Product Development team to see if this feature will be available for future updates. You can also send your product suggestions. 

 

This way, we'll be able to know what product features or options we need to add in the future updates.  To send your feedback, please go to the Help menu, choose to Send Feedback Online, then click Product Suggestion.

 

I've also attached this article for additional reference: Customize reports in QuickBooks Desktop.

 

For additional help, feel free to reach out to our Customer Care support. They can use the screen sharing tool to help you get this resolved in no time. 

 

Here's how you can reach them: 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your product.
  3. Select your QuickBooks version.
  4. Select a topic.
  5. Click on the Get Phone Number button.

These resources should help to get you on the right track.

 

Stay in touch if you have any other questions about customizing reports in QuickBooks Desktop. I'll be happy to help you out. Wishing you and your business continued success.

Established Community Backer ***

Re: Blank 'Description' field when generating 'Estimates by Job' report

@MaryGraceS

 

Please learn from this input.

 

@Ames79

 

You get to use Whatever Applies. Make sure you are using a Detail report. If your report is showing each Row is one Transaction, you don't see Line Item details on it. You either Customize the report to Filter on Split details = Yes, or you use a different report.

 

Please see my attachment for a generic Noninventory item used for Appliances.

Established Community Backer ***

Re: Blank 'Description' field when generating 'Estimates by Job' report

@MaryGraceS

 

When the report shows Transactions as Rows, that memo is the Transaction memo. For instance, the Bottom of Estimates and Invoices, or the Memo field in Receive Payment. Not Line Details.