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Anonymous
Not applicable

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?

 
7 Comments
QuickBooks Team

Re: Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTI...

Hi cconnelly,

 

The option to separate the Memo and Description columns are unavailable. You'll want to export the report to Excel and separate them manually.

 

To do it:

  1. In the report, click the Export icon beside the Print icon.
  2. Choose Export to Excel.
  3. In the Excel spreadsheet manually separate the memo and description.

The details are found in this article: How to export reports to Excel.

 

If you need further assistance, please don't hesitate to reach out to us anytime.

 

 

 

 

 

Frequent Explorer **

Re: Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTI...

This question has been asked by hundreds of people, and there is no answer, because it can't be done.  QBO has two completely separate lines for "Description" and "Memo," but will only show the "Description" in reports.  They have actually combined the two (2) words as a column option, making you think you can have both entries.

What makes things even worse is when adding a description/memo to your credit card transactions, you are given the option is to enter a "Memo" quickly, BUT it will not show on the report.  You have to open (i.e. edit) the entire transaction to type in the "Description" line in order for the note to show up in your reports!

Anonymous
Not applicable

Re: Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTI...

I appreciate you joining in the thread, @Kimi5564.

 

I understand your thoughts about the Memo/Description column showing on the reports in QuickBooks. Allow me to chime in and share some insights about this.

 

The Memo/Description showing depends on the report you generate in QBO. If you run a report specific for transactions such as the Transaction List, it'll show the Memo you entered on the Memo field. However, if you're pulling up a report that shows details about the items for a particular transaction, it'll show the description per line item.

 

 

It'd be nice though to generate a specific report that'll separate the information of the Memo and Description field. Letting us know what works best for you will show our developers what they need to consider in future updates. 

 

That said, you can always visit our QuickBooks Online Blog to know more about our latest happenings. If you have questions about your reports, please let me know. I'm here to help however I can.

Frequent Explorer **

Re: Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTI...

Classes are extremely important in my company, and transaction reports do not allow them as a customization or display option.

QuickBooks Team

Re: Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTI...

Hi Kimi5564, 

 

You might want to look into the Purchases or Sales by Class Detail. These reports will show transactions that are categorized per Class

 

Just type in the Search field, Purchases (vendor transactions) by Class Detail or Sales (customer transactions) by Class Detail

 

With regards to your feedback, I'll personally send this to your Product Development Team that you like to add a Class column in customizing reports. 

 

I'll be here if you need anything else. 

Experienced Member

Re: Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTI...

I run the P and L for our company at month end.  I then am reviewing each account to make sure that expenses have been posted to the correct account.  Hundreds of these transactions are synched over from a credit card each month.  The credit card posts the detail of what the transaction is to the "memo" field not the "description" field.   When I drill down to a particular account, I see a list of all the expenses for the month that are in that account but there is nothing more than the name of the merchant shown, I cannot see the description because that is in the memo field.   THIS is a huge problem.  In order for me to see what is in a given expense account, I have to open each transaction??   Really inefficient.

Highlighted
Moderator

Re: Reports - Is there any report that will show a separate column for MEMO and one for DESCRIPTI...

Thanks for the details, mtestoni2.

 

It's possible that the transactions were not yet added since these has to be manually added on your QuickBooks. You can do it by clicking the Banking tab. Next, select the transactions to be added, and then select Accept Selected under Batch actions. Once done, these will be moved to the Reviewed tab.

 

After adding, you'll have to match the downloaded transactions with the one already entered.

Here's an article for the detailed steps: Download, match, and categorize your bank transactions.

 

Afterward, run the Profit and Loss report again and check to see if these transactions has appeared.

 

If you still need my help, please let me know. I'm here to help you out.

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