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bright
Level 2

Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTION instead of QBO only having MEMO/DESCRIPTION & picking with field it wants?

I tried to import over 800 invoices using batch enter transactions in QuickBooks enterprise 2018, everything worked fine but I can't find the memo column to enter details of those invoices, I only saw the description column. Please I need directives on how to display the memo column to make trade receivables report meaningful

Rasa-LilaM
QuickBooks Team

Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTION instead of QBO only having MEMO/DESCRIPTION & picking with field it wants?

Thank you for joining this thread, bright. 

 

I acknowledge the value of including the Memo column in your invoice imports for your business. It serves as a valuable tool in tracking the updates and changes made to the entries.

 

Let's open the Customize Columns screen to add the information stated above. Here's how to get there:

 

  1. In your company file, head to the Accountant menu at the top bar and select Batch Enter Transactions from the drop-down list. 
  2. In the Batch Enter Transactions window, click on the Customize Columns button to see more options.
  3. In the Customize Columns window, you'll see a list of available columns to display in the batch transactions window.
  4.  From there, locate the Memo item in the Available Columns section and click the Add button.
  5. Press the OK button to save the changes to return to the Batch Enter  Transactions window. 

 

You should now see the Memo column displayed along with the other columns. Next, enter the details of those invoices in the mentioned field. Here's an article that tackles adding or removing entries by batch, as well as customizing the columns in the Batch Enter Transaction window: Enter transactions by batch in QuickBooks Desktop.

 

 Moreover, these resources offer a range of topics that will guide you in dealing with customer-related tasks, customizing the appearance and data in your reports, and incorporating specific fields to transactions and forms: 

 

This information will help you move forward today, bright.

 

Keep me posted if you have any clarifications about customizing the columns or adding an item in the Batch Enter Transactions window. I'm always around to assist you further. Have a great weekend ahead. 

Sportelli
Level 1

Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTION instead of QBO only having MEMO/DESCRIPTION & picking with field it wants?

This is not helpful. Often I like to run report containing many different types of information, meaning having a choice to pick and choose. But the system restricts the option, that is frustrating. 

Carneil_C
QuickBooks Team

Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTION instead of QBO only having MEMO/DESCRIPTION & picking with field it wants?

I appreciate you for joining the thread, @Sportelli.

 

Please know that isn't the experience we want you to have when working out with reports in QuickBooks Online (QBO).

 

I can see how separating the Memo and Description columns in reports benefits you and your business, as this would give you the flexibility of choosing different fields from it.

 

With this, you can send feedback to our Product Developers so they can review this suggestion and might consider adding it in future enhancements. Here's how:

 

  1. Click Feedback from the Gear icon on the upper-right corner of your QuickBooks Online account.
  2. Tick Feedback.
  3. Enter your feedback suggestion.
  4. Hit Next to continue.

 

In the meantime, you can export your reports into an Excel file and manually separate the columns from there.

 

Additionally, I've added this article to personalize your reports to make the most out of it: Customize reports in QuickBooks Online.

 

If you have other queries with reports in QBO, don't hesitate to add them to your reply. I’ll be right here to answer them for you. Take care.

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