Memo field from invoice printing on customer statement, don't want it to.

Hi Rachel.

I appreciate you for reaching out to us here on the Community page. I can guide you on how to remove the memo details from your statements.

Yes, you're right with excluding the memos from the customers' statements. At this time, you need to remove the information manually to cut them out when printing. Moving forward, I recommend adding the internal message (memo) on the Description column. This way, they won't be visible from your customers' end.

I've added these screenshots as your visual references.

If you need help with removing those internal notes easily, you may look for a supported third-party application from the Intuit Marketplace.

Moreover, you may also create a customized field for these notes. For your guide, I suggest checking out the instructions from this article: Create and use custom fields in QuickBooks Desktop.

If you have any other questions about invoices or statements, please notify me by adding a comment below. I'm always here to help. Cheers for more success!

I use the memo field for internal info I need that shows on the Customer Information Page.  This is frustrating in not being able to delete it from my customer statements.

I don't quite understand your directive to put internal memos in the description line on invoices. Yes, that information won't be printed on statements that are sent to customers but it will print on the invoices sent to them.

I'm not looking for a work around. I specifically want to eliminate the information that's in the memo space on invoices, from appearing on the statement.

I don't quite understand your directive to put internal memos in the description line on invoices. Yes, that information won't be printed on statements that are sent to customers but it will print on the invoices sent to them.

I'm not looking for a work around. I specifically want to eliminate the information that's in the memo space on invoices, from appearing on the statement.

We hear your sentiments, @Question14.

At the moment, QuickBooks Desktop (QBDT) doesn't offer the option to prevent invoice memos from printing on the customer statement.

To help improve your experience with QBDT, your valuable feedback goes directly to our product development team for review and consideration.

Here's how to send it:

1. Go to the Help menu and select Send Feedback Online.
2. Choose the Product Suggestion option. A pop-up window will appear.
3. Type in your feedback suggestion.
4. Click the Send Feedback button.

In case you need guidance on receiving payments for an invoice, you can refer to this article: Record an invoice payment.

Feel free to share any other concerns besides removing info in the memo space on invoices. We're here to help in any way we can.

I'm not trying to remove it from an invoice since it doesn't show up on the printed invoice. What I'd like is to prevent the invoice memo from printing on the statement. Is this impossible as well?

Thank you for coming back to the Community, Question14.

I acknowledge your concern about the invoice memo being printed on the statement. Allow me to provide you with some clarification on this matter.

The ability to remove memo details from the statement is currently unavailable. Adding a tool that lets you control the information displayed on invoices and statements when printing would be a valuable addition to QuickBooks Desktop (QBDT). 

Let's send this product suggestion straight to our developers for inclusion in future developments. Ideas like this one will guide them on how to make the program work better to cater to customers' business needs.

Here's how to send feedback:

1. Press the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
2. In the QuickBooks Feedback window, click the Type of Feedback drop-down to select Product Suggestion.
3. Pick the Product Area from the drop-down and your feedback in the Here is my suggestion box.
4. Fill in the remaining fields.
5. Click Send Feedback.

Stay informed about the latest innovations and product news by visiting the Firm of the Future and QuickBooks Blog. Explore their tips and topics to enhance the success of your business.

I have provided a list of resources below that allow you to personalize the appearance of your sales forms and statements. You can also use these articles to troubleshoot any issues you may encounter when sending statements. Feel free to click on each link to learn more about the process involved in completing these tasks:

• Use and customize form templates
• Create and send customer statements in QuickBooks Desktop

Feel free to reach out to me anytime if you need further assistance in managing your invoices or statements. I'm here to help and would be delighted to provide the support you need. Have a fantastic rest of the day, @Question14 

Since Intuit does not respond to customer requirements on this topic, or does not have the capability to achieve the required statement information, can Intuit recommend a 3rd party who can make the necessary modification?

I know the urgency of using third-party software that fits your business needs in QuickBooks Desktop (QBDT), Local CPA. Let me share some information that will help you.

QuickBooks is compatible with a wide range of third-party software developers. While I’m unable to suggest a specific app, you can utilize this website https://desktop.apps.com/home to narrow down your search and explore various options. Additionally, reviewing customer feedback can help you determine which app best fits your business requirements.

I've added this article to learn how you can receive payment for an invoice for future reference: Record an invoice payment.

Let me know if you have further concerns about managing your transactions in QBDT. I'm always here to help you out.

QB needs to fix this issue ASAP, its very annoying.  I have to print customer statements, white-out the memo's, scan the statement and then email it to the customer.  Absolutely ridiculous.

If you have the version of Adobe Acrobat that allows you to edit a pdf you can select to print the pdf and for the printer, select Microsoft Print To PDF (or whatever version of that your computer has), This will allow you to save the statement as a pdf without scanning it and then edit the memo out so you can attach the statement to your email without the memo. It's not a perfect solution but until QB is updated to allow that customization, it might work for you.