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We have to keep an Excel spreadsheet for our payments because QBO does not have a weekly report showing unpaid invoices with the description from the Bill / Supplier invoice. The memo/description field on customize is not this field - it is just the memo field - not the line description. There are lots of pages on the internet / QBO support about this - but they just do not work - I have tried them all.
I know it would produce lots of lines for some invoices - that is exactly what I need!
I am paying multiple currencies also.
This was easy on Desktop.
Could the description field on customize be changed as it is not the description field - it is the memo
Hi Pickle,
Thanks for your post, we've passed on your request for this to the appropriate channel, at the moment this field is designed to pull the memo field to ensure there is no overload of data on the report, but we agree it'd be good to have the option of displaying the individual transaction lines instead for those who do need this.
If you have any more feedback, you can submit this directly to our developers by going to the Cogwheel > Feedback within your account.
Thanks again!
Hi Georgia,
I've been looking for a similar report as Pickle but it seems it still not possible to pull a bill report including all description details, correct? Is there any plan to introduce such a report in the future?
Thank you!
Tim
Hi there, TimWalt.
At this moment, we don't have a bill report that includes all invoice details. Only the name of the customer who is associated with the bill.
That being said, you can run the Unbilled Charges report. Then, customise it by adding the customer field. Here's how:
There are several ways how to customise your reports. And, I'm adding this link to how they work in QuickBooks: Learn how to get the most out of your financial reports.
For functions that aren't available right now, you can consider sending feedback. Here's how:
Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks.
Stay in touch with me if you have additional questions by commenting below. I'll be around to provide the information that you need.
Hi Mary,
Thank you very much for your response. Sorry if I wasn't sufficiently clear, but I meant supplier invoices - incoming bills - for which I'd like to display the descriptions in some of QBO standard reports. I guess this feature isn't available yet?
Thanks for the information on the customising functionality - I will definitely use it.
Tim
Hello TimWalt1999, so yeah the feature is not available you can leave it as feedback within the main cog wheel and this gets sent straight to the developers.
I gave feedback in 2020.
Not all users of QBO are single users.
Accounts staff need to provide this info as a report regularly.
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