Can I use the memo field? When I look at a client's transactions, I want to see what the invoices are at a glance (BAS, TAX, etc) and open the invoice for more details.

Hi there lisa222,

The Memo field is currently available for Expenses and Bills. You can use the memo field to add more details on a client transaction and for you to easily track what the transaction is. 

There are different reports that you can run like Transactions List by Date or Transaction List by Customer to see the entire information of the transaction. Here's how:

1. Click on the Reports tab.
2. On the search box type in Transaction list by date or Transaction List by Customer.
3. Or you can scroll down and go to Who owes you, and can run different reports.
4. Select the Report period and accounting method.
5. Click on Run report.

You can check this article to learn more about View sales transactions and how to Customise reports in QuickBooks Online.

Feel free to reply on this thread if you need any help. Have a nice day!

The Memo field used to work and appears to be disabled, WHY?, I use it quiet often and is important

Hello, denis.

Aside from Expenses and Bills, the memo field is also available in Receive payment, Delayed credit, and Delayed charge. I need more information about the information you've stated about " used to work and appears to be disabled". Can you share what specific transaction did you see the memo field before? Any information is much appreciated so I can provide the best solution.

I've also included this article for future reference: Customise invoices, quotes, and sales receipts in QuickBooks Online. This contains helpful information on how you can change the layout of your sales form to show only the information that matters most to your business.

I'll keep an eye on your response, please don't hesitate to reply to this post. Take care and stay safe.