Why is there a Memo column on customer list of transactions instead of Description

Hello Lauram5, since a single transaction can have multiple line items with multiple descriptions, QuickBooks Online displays the memo field there instead, as it represents the transaction as a whole.

This view pulls information from the transaction-level memo field, which is the note located at the bottom of an invoice, rather than the line-item description.

After adding the invoice indication to the memo field, your Customer Transaction list now appears as follows.

Please drop a comment below if you have any further questions about QuickBooks.

There is no "memo" filed on the invoice.  On the invoice, there is a "Message on Invoice" field where I put a summary of all the individual line items.  If this field had a column in the customer transaction list, that would solve this problem.

You have advised that the "memo" field is what appears in the column, but there is no "memo" field on invoices in my version of Quickbooks online.

Also, I cannot reply using the link in the email reply I received from you, as I get "Authentication Failed".  I have to use an incognito window to do this, which meant copying and pasting the link, again wasting more of my time.

I also cannot add attachments to this, even though I am signed in.

Hello, @lauram5. Thanks to replying to this thread. Regardless of the layout you are using, whether it is the old or the new layout. "Message on Statement" or "Memo on statement" field performs the same functions.

You can still include a summary for each item.

Can you provide details if you received an error message when attempting to reply using the link in the email?

Please respond to this thread to ensure all your concerns are addressed.

Ok so I do have a "message on statement" field on my invoices, and that will show in the customer transaction list in the "memo" column, but this field does not show up on the customer's invoice. 

So I have to put the same information in "message on Invoice" (for the customer) and "message on statement" (for the memo column on the transaction list).  You have made it so that I have to duplicate work instead of allowing me to choose a column for "message on invoice" in the customer transaction list.  If I had a choice, I would select to show "message on invoice" in the transaction list, as then I would only have to put the information in one place and the customer would see it, and I would see it in the transaction list.

Why did Quickbooks decide to do it this way?  Did your users want it this way?

I get the error message when I try to start a discussion in the Quickbooks community and also if I click the link in your email.  This happens when using Chrome.  When I open an incognito window, it doesn't happen.  But, I have to copy and paste your link and again, these are extra steps.  And no, I am not going to delete my browsing history to see if that will fix the problem as then everything else I am doing online becomes more difficult.  

**update,  I hit "post" and am getting the authentication failed message here in an incognito window as well.  I am going to keep trying different things to see if I can post this.

Also, why can I not add an attachment to this thread when I am clearly signed in?  It says I have to be signed in to add an attachment.  I am signed in.

Hi @lauram5. I understand you'd like a Message on Invoice column in your transaction list and need to attach files to your Community responses. You can submit this feature request directly to our developers. Additionally, if you are experiencing login loops or attachment errors, switching to a different supported browser often resolves these technical issues.

To send a recommendation, go to the Gear icon and select Feedback. Enter a brief description of your suggestion and then click Next. By doing so, our developers will evaluate your request and consider it in the next program update.

When posting a response or attaching a file, try using a different compatible browser on your device to ensure optimal performance. You can find the full list of supported browsers in this article: System requirements for QuickBooks Online products.

Feel free to click the Reply button if you have other questions about QuickBooks.