United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
paulupton
Level 1
posted
‎January 26, 2024 04:32 PM
last updated ‎January 25, 2024 9:32 PM

With Quickbooks on line I would like to populate the description in a Profit and Loss Report. I enter a transaction and complete the Memo section with "Pay Plumber" How?

I use  Quickbooks on line I would like to populate the description in a Profit and Loss Report. I enter a transaction and complete the Memo section with "Pay Plumber" what settings should I use? Currently I can enter manually using the edit button there must be an easier way?

Thanks Paul
Reply
1 Comment 1
IntuitSheila
Level 8
‎January 29, 2024 01:46 PM

With Quickbooks on line I would like to populate the description in a Profit and Loss Report. I enter a transaction and complete the Memo section with "Pay Plumber" How?

Hi paulupton,

 

The Memo field is used to add notes for the transaction as a whole, while the Description is for the line items. Many reports in QuickBooks Online include a combined Memo/Description column. Depending on the purpose, some display memos, while others contain descriptions. Changing the preference for a given report isn't possible.

 

Kindly check one of your transaction and verify if where the information was entered, if in the description field or memo.

 

On the other hand, let's also try running Transaction Detail by Account report to verify the data shown. 

 

You can check this article if you need help in customizing or saving a report: Customize reports in QuickBooks Online.

 

Post again in the Community if you have other concerns. 

Reply