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mnyombi2001
Level 1

How do i Export Journal Entry data with Memo information showing in the export dataset?

 
1 Comment 1
Jayson_E
QuickBooks Team

How do i Export Journal Entry data with Memo information showing in the export dataset?

I can guide you through the process of exporting journal entry data with memo information in QuickBooks Online (QBO). mnyombi2001

 

First, we'll have to generate a Journal Report then customize it to fit your needs.

 

Here's how to do it if you're using the modern view:

 

  1. Navigate to the Reports menu.
  2. Search for the Journal report.
  3. Set the desired Report period.
  4. Under the Columns tab, make sure that the Line description is ticked.
    ss fin.png
  5. In the Filter tab, set: Transaction TypeEquals Journal Entry.
  6. Once done, click the Export button in the upper right corner.

 

If you're using the Classic View:

 

  1. Go to the Reports menu.
  2. Search for and open the Journal report.
  3. Select the Report period.
  4. Click Customize.
  5. Under the Rows/Columns section, ensure the Memo/Description is checked.
  6. In the Filter drop-down tick the Transaction Type, and select Journal Entry.
    ss fin 2.png
  7. Once done, hit Run report.
  8. Click the Export button next to the Gear icon on the report screen.
    ss fin 3.png

 

This export will include the Memo information with other journal entry details such as Date, Account, Debit, and Credit.

 

You can also refer to this article for more details about customizing reports in QBO: Customize reports in QuickBooks Online.

 

Additionally, you can check out this article for guidance on how to print a journal entry report in QBO: Print a journal entry report in QuickBooks Online.

 

Feel free to reach out with any other QBO questions or concerns you have, whether related to exporting journal entries or anything else. We're here to provide comprehensive support.

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