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Level 1

Is there a QBO transaction report which can include not only the Account Code but also its Description field?

 
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QuickBooks Team

Is there a QBO transaction report which can include not only the Account Code but also its Description field?

I'm glad to see you here, @arc6th.

 

Thanks for entrusting us in answering your concern. I can help you run a report that will show not only the Account Code but also its Description.

 

The Transaction Detail by Account report is the best way to track a per line item description on the report. 

 

Here's how to pull up this report:

  1. Go to the Reports tab.
  2. Enter Transaction Detail by Account on the search bar, or you can find it under For my accountant section.
  3. The Memo/Description is a default column on the report. See attached screenshot below.
  4. If you need a specific data to include in the report, use the Customize report section at the upper right corner.
  5. Click Run report.
  6. Then, click Save customization to save the report in such a manner that it can be reused. Make sure to create a Custom report name so you'll be able to pull up the report easily.Customize Report Section.PNG

     

For more customization, just check out this article: https://quickbooks.intuit.com/community/Reports-and-accounting/How-to-customize-reports/m-p/186005.

 

After following the above steps, you should be able to run the report with the Description included. Let me know how things go and if there's anything else you need from me. I'm always here to help in any way I can. Have a great rest of your day!

Highlighted
Level 1

Is there a QBO transaction report which can include not only the Account Code but also its Description field?

Thank you, but, unfortunately, I'm not asking about the Memo/Description field.

 

When creating account codes in QBO there is a Description field.  That field will be of great use if can be included with transaction reports.  (Think: reports due to donors with their own set of cost codes.)  I have only spotted that field in the report "Account List."

 

Obviously, I can create a workbook with a permanent lookup table in Excel, but if it's possible in QBO....

 

Sadly, the suggestions when creating a post did not seem to allow for such an expansive "question."

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Moderator

Is there a QBO transaction report which can include not only the Account Code but also its Description field?

Hey there, arc6th.

 

Thank you for getting back to us and providing clarification about your concern. I'm here to provide information about running transaction reports.

 

Right now, adding a description column for accounts coming from the Chart of Accounts is unavailable. You're only able to add the Description column for the individual transactions on the reports.

 

Features that are essential to your business is what matters the most to us. That said, I recommend sending feedback directly to our product development team. You can submit your request by clicking the Gear icon and selecting Feedback.

 

You can visit the Community anytime if you need help with your QuickBooks or if there's anything else you need. Just add a comment below.
 

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