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Level 1

Can you get the entire memo field to show on the Transaction Detail Report by Account?

I am working in QB Pro 2014 Transaction Detail by Account Report two issues I need to expand to get memo detail for line items on invoices do not see the Expand button on the Report Tool Bar.  I then tried to filter using a key word in the memo field that worked only issue is the length that shows on the report or even if I export to excel is limited.  I need the entire memo how can I do this?

Solved
Best answer 12-10-2018

Accepted Solutions
Level 15

I have attached some examples; these reports allow you to...

I have attached some examples; these reports allow you to click on the Dividers in the column headers to Widen the column.

Here is the problem: You can put up to 4,095 characters in that field on an invoice or sales receipt, for instance; but there is No Way to allow all of that to show on a report:

"While the Memo field can contain 4095 characters, only 30-60 characters will display on printed checks depending on print settings. 96 characters will display on a Transaction Detail report."

Look here: Character limitations for fields in QuickBooks

View solution in original post

9 Comments
Level 15

I have attached some examples; these reports allow you to...

I have attached some examples; these reports allow you to click on the Dividers in the column headers to Widen the column.

Here is the problem: You can put up to 4,095 characters in that field on an invoice or sales receipt, for instance; but there is No Way to allow all of that to show on a report:

"While the Memo field can contain 4095 characters, only 30-60 characters will display on printed checks depending on print settings. 96 characters will display on a Transaction Detail report."

Look here: Character limitations for fields in QuickBooks

View solution in original post

Level 1

That is not the case with the online version ~ I was able...

That is not the case with the online version ~ I was able to pull down all the detail in the memo/description for invoices!!
Level 15

The icon for this topic indicates QB Desktop PC is the pr...

The icon for this topic indicates QB Desktop PC is the product being used.
Level 1

I understand this question was for QB 2014 desktop ~ I wa...

I understand this question was for QB 2014 desktop ~ I was trying to help someone ~ I am using online and tested before going to their office ~ online works - desktop does not ~ I am wondering why the difference?
Level 15

"I am using online and tested before going to their offic...

"I am using online and tested before going to their office ~ online works - desktop does not ~ I am wondering why the difference?"

Because these are different programs. This is like asking why a Honda Car is not the same as a Honda motorcycle. Just because they both are from Honda does not make them alike; just because they both have wheels does not make them alike; etc.

I provided the link to the support topic and explained the issue; you will Never be able to widen that report to show more than 96 characters, even if your invoice or sales receipt has over 4,000 characters, because that Program was written like this. I linked to Intuit's own article for the technical specifications, for your reference. Bookmark these, when you are given them.

The same thing is true for timesheet notes. I always remind my staff: this is Notes, not Diary.


Level 1

Re: Can you get the entire memo field to show on the Transaction Detail Report by Account?

Use Reports, then Company & Financial, followed by Profits & Loss Detail. Now from Customize Reports which brings up Modify Report Profit & Loss change Filters Tab menu (left side) Name, and from (right side) All Names to an individual vendor in the drop-down list.  At one time, I could do this an easier way by going through Transactions, but not after an update. Don't forget to save this customized report and where you saved it.  I hope this was what you were looking for, a listing of notes entered in the Expense, Memo area below the Check for payments to Vendors.

Level 1

Re: Can you get the entire memo field to show on the Transaction Detail Report by Account?

Use Reports, then Company & Financial, followed by Profits & Loss Detail. Now from Customize Reports which brings up Modify Report Profit & Loss change Filters Tab menu (left side) Name, and from (right side) All Names to an individual vendor in the drop-down list.  At one time, I could do this an easier way by going through Transactions, but not after an update. Don't forget to save this customized report and where you saved it.  I hope this was what you were looking for, a listing of notes entered in the Expense, Memo area below the Check for payments to Vendors.

Level 1

Re: I have attached some examples; these reports allow you to...

This link does not work...  "Sorry, the page you're looking for doesn't exist."

 

Any suggestions for where else to get information on getting the entire memo field to show on the Transaction Detail Report by Account?

QuickBooks Team

Re: I have attached some examples; these reports allow you to...

Hello there, @Used4Church.

 

Thank you for joining this thread. Allow me to chime in and provide the correct link for the article.

 

As mentioned by our Established Community Backer, you can enter up to 4095 characters on the Memo field of the transactions in QuickBooks Desktop. However, only 96 characters will display on the Transaction Detail report by Account report.

 

For your reference, check out this updated link: Character limitations for fields in QuickBooks.

 

Keep me posted if you have additional questions about reports, Used4Church. I'm still here to offer more assistance. 

 

 

 

 

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