When I use the memo filter when viewing an account report it returns nothing.
I am customizing the report by account first and then memo second, date = All
I have tried adding * and % and " around the text and still no results. When I remove the memo filter I can see the items in the account listing memo column with the text that I want to filter by. After customize I have also tried the "refresh' button.
Does this memo filter work for anyone?
What am I doing wrong? It seems a fairly straightforward menu option but doesn't want to work for me!
I am using the latest Quickbooks Desktop Pro 2022 R4P V32 R4_67 714-645 DB Engine=220.127.116.112
Welcome to the Community. It's essential to use the memo filter when viewing an account report to keep track of your books. QuickBooks Desktop is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction to get the support you need to use the memo filter.
Ensuring the date field is accurate is the first step when using the memo filter. If you can see the memos, the other step is to customize the date range to their specifications.
If you have set the date range to all and the memo filter is not responding, I recommend contacting our customer support team as they can take a closer look at your account to resolve this.
Feel free to reach out if you have any questions, I'll be happy to help.