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0BigKim9
Level 1

How to display Account Description in the Company Overview report?

How can one display the Account Description field in the Company Overview report?

 

I am converting from Desktop to Online and my Desktop reports display the Account Description field if it is filled in.  I would like the same facility in Online.

5 REPLIES 5
EmmaM
QuickBooks Team

How to display Account Description in the Company Overview report?

Hello ObigKim9, Welcome to the Community. Are you referring to the memo/description field in reports? It is something that will only show on some reports which particular report in the company overview reports is the description not showing and do you use the memo field at all?Thanks

0BigKim9
Level 1

How to display Account Description in the Company Overview report?

Thank you for responding so quickly! 

 

I use the Account Description field in the chart of accounts in Desktop to provide further information on the line item when the item is used in reports.  For example when displaying the P&L report in Desktop it is helpful to see the extra description on the line item.  In the Online version the Reports->Management Reports->Company Overview report does not display the Account Description field when it is filled in.

 

Is there a way of overcoming this difference between Desktop and the Online versions of QuickBooks?

 

Thank you for your assistance in this matter.

 

0BigKim9

GeorgiaC
QuickBooks Team

How to display Account Description in the Company Overview report?

Thanks for getting back to us 0BigKim9, unfortunately, there is no such feature to show this on the company report in QuickBooks Online, we'd be grateful if you could share your feedback on this by navigating to the Cog > Feedback within your account, this way your suggestions will be shared directly to our developers for their consideration. :)

0BigKim9
Level 1

How to display Account Description in the Company Overview report?

Thank you for encouraging me to report this idea as an enhancement request.  I am unfamiliar as to the mnemonic of "Cog > Feedback in my account".

 

Could you be a little more specific?

 

0BigKim9

CharleneMaeF
QuickBooks Team

How to display Account Description in the Company Overview report?

Your suggestion matters to us, 0BigKim9. I'm here to ensure you're able to send a feature request.

 

To send your feedback about displaying the Account Description field  when it is filled in, I'd suggest following these steps:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

For your visual reference, I've attached a screenshot below.

Capture.PNG

 

Doing so helps us improve your experience with the program. Also, you can track your feature requests through the Customer Feedback for QuickBooks Online website.

 

Additionally, I've added these articles that'll help you learn more about running and customising reports in QuickBooks Online:

 

 

I'm only a few clicks away if you need assistance in running and personalising reports in QuickBooks, 0BigKim9. It's always my pleasure to help you out again.

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