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apbookkeepingaus
Level 1

When I enter credit card expenses into the register, I add notes in the memo field. I don't see those notes when I try to run reports for the specific expense.

 
2 Comments 2
HoneyLynn_G
QuickBooks Team

When I enter credit card expenses into the register, I add notes in the memo field. I don't see those notes when I try to run reports for the specific expense.

Hello there, @apbookkeepingaus.

 

Thank you for giving me the opportunity to help you today. I can help you customize the report in order for the added notes on the memo field to show.

 

Here's how:

  1. Click the Gear icon on the report.
  2. Make sure to put a check mark on the Memo/Description box.
  3. Click the screen to refresh the report.

 

That should point you to the right path.

 

You can add a comment below if you have other concerns about register or reports. Have a wonderful weekend!

qbteachmt
Level 15

When I enter credit card expenses into the register, I add notes in the memo field. I don't see those notes when I try to run reports for the specific expense.

When you use the Register view, the Memo here is for the Transaction. But you want the memo related to what you bought, or the Split Detail. If you change your method, to entering an Expense as Credit Card Charge, you see Memo for every detail line as well as Memo for the CC transaction itself.

 

Examples:

CC transaction memo = LA trip

Detail line = Hotel lodging expense, memo = Hilton 3 nights

Detail line = Meals expense, memo = Hilton 2 days

Detail line = Office Expense, memo = Hilton business center Per pg Fax

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