Reports: How can I add 'Memo/Description' in the Group By option.

Ensuring your smooth experience with QuickBooks Online (QBO) is what drives me, Finance. Let’s work together to customize your reports to fit your needs perfectly.

To start, could you specify which report you're trying to modify? Understanding the exact report will enable me to provide more tailored guidance.

It's important to note that the Memo/Description field in the Group by option in QBO is exclusively available to Advanced users. Also, only particular reports support this feature. For instance, reports like Sales by Customer Type Detail can display this field.

For detailed steps on this process, here's how:

1. Navigate to Reports in the main menu.
2. Open the Sales by Customer Type Detail report.
3. In the Group By option, look for the Memo/Description field.

Please refer to the screenshot below for reference:

Furthermore, I'd love to share some valuable articles that can guide you through the customization process to enhance your reporting in QBO. These articles will equip you with comprehensive insights and practical tips to maximize your reporting capabilities:

• Customize reports in QBO
• Memorize reports in QBO

I’ll be actively monitoring this thread and ready to assist you with your reporting needs in QBO or any other concerns you might have about our program. Add the details below for a prompt response. I look forward to helping you.

I am working with 'Sales by Customer Report' and i can't get the grouping that way.

and i don't see specifically that report in the ones i have listed. see attached.

Thanks for getting back with the Community, finance-support-.

I can certainly understand how an ability to add an option for Memo/Description to your Sales by Customer reports could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera icon.
4. Select Next.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

For the time being, on your Sales by Customer Detail reports, you have an option to turn on a column for Client/Vendor Message.

I've also included a detailed resource about working with reports which may come in handy moving forward: Run a report

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Thursday!