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Pickle
Level 3

Has anyone successfully be able to find a report showing invoice description?

It seems the description field is missing from most reports - do not be fooled by the memo/description - as this is not the same field. spent over 1 hr on support and they could not do it. I am somewhat amazed a batch report of sales or bills cannot be easily generated.
1 REPLY 1
AnneMariee
QuickBooks Team

Has anyone successfully be able to find a report showing invoice description?

Hello there, Pickle.

 

I'm here to assist you in running a report that displays the description in QuickBooks Online.

 

You'll need to run a Sales report for it to show the description field. Here's how to do it:

 

  1. On the left navigation panel, click Reports.
  2. Search for Sales by Customer Detail report.
  3. Run report.
  4. If the Memo/Description column isn't visible, customise the report to turn the column on.

 

It's important to note that sales reports base the description column on the transaction line items while transaction reports base the description field on the transaction itself. 

 

For more info on generating reports, you can check out this article: Run reports.

 

You can also save a report's customization settings. Here's a guide on how to do it: Memorise reports.

 

If you have any other concerns about running reports in QuickBooks, please feel free to leave them in the comments. I'll be around to assist you.

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