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mari1334
Level 1

Transaction Export with Description and Memo

All my Paypal transactions come in as "Paypal" without any information so I manually add a memo which is already a painful process.

I then export the data to have a list for further analytics but it either does not show the memo (export in transaction menu) or it doesn't show the description (export from reports menu (transaction by date). I need both obviously.

Can someone help?

1 REPLY 1
GlinetteC
Moderator

Transaction Export with Description and Memo

I can see the challenges you're facing with your PayPal transactions, mari1334, and I'm here to offer a workaround.

 

We recognize the advantages of automatically incorporating information into the Memo and Description column, as it significantly enhances the efficiency of your business process.  

 

It would be great to pass this feedback to our product developer, allowing them to evaluate the mentioned functionality and potentially incorporate it into the next update. Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

At this moment, take the memo displayed from the other and paste it into another Excel as an alternative.

 

In addition, learn to customise your report and focus on the details that matter the most to you: Customise reports in QuickBooks Online.

 

Keep me updated for any assistance you need beyond transactions that involve the memo and description. I'm here to help whenever you need it.

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