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Add Memo Line for Banking Register

Forum|Forum|7 years ago
January 8, 2019
12 replies
84 views

How do add a memo column into your banking register? I want to add memo descriptions to checks without have to manually go into each check for the memo box to appear.

QuickBooks Desktop

Best answer by JessT

Thank you for the additional details, accounting246.

You can remove the check mark in the 1-line checkbox in the lower left-hand corner. This will show the Memo field on each transaction. That will do it.

If you need anything else, please comment below.

M

MaryGraceS

Moderator

Hello there, @accounting246.

Thank you for joining the Community. Allow me to help share some information about adding a memo column into your bank register.

There's a default memo column in the bank register where you can add the descriptions directly to the memo field. However, this option is not available for all transactions. Currently, you can only enter the memo descriptions to a check, journal entry, deposit, and sales tax payment.

I encourage you to send feedback directly to our product developers. This way, we'll be able to know what product features/options we need to add in the future updates.

To send your feedback, please go to Help menu, choose Send Feedback Online, then click Product Suggestion.

If you need to reach out for more help, our phone agents will be able to help you get to a resolution quickly. Here's how to get in touch with our QuickBooks Desktop Customer Care team:

Go to https://help.quickbooks.intuit.com/en_US/contact.
Select QuickBooks for Windows.
Select your QuickBooks for Windows version.
Select a topic.
Click on the Get Phone Number button

Feel free to reach out to me if you have any other questions about adding a memo description in the register. Just leave a reply below, and I'll get back to this thread to help you out.

A

accounting246Author

The transactions I am working with are checks, as I am in the banking/check register. I can enter memos by drilling down into the check so that it is open and I am no longer on the check register screen. However, I was hoping there was a way to add a memo column so that I don't have to do the extra work. Attached is a screen shot of the check register I am referring to that I would like to add the memo column.

4

4BB

Thank you for joining the thread, @4BB.

Allow me to help share some insights about the memo on your checks.

Generally, QuickBooks will depend on the details provided by your bank. If you cannot do a generated check memo as advised, you can still add it manually on the register.

You can refer to the instructions provided by my colleagues above.

For other related references you can use, you may visit this helpful site: Banking and bank feeds for QuickBooks Desktop.

Keep me posted if you have questions about adding memos. I'll be here to help. Have a great weekend.

If I understand you correctly, that would only place a memo on my own/local register. But I need the people I send checks to, to know what each check is for, that I send to them. I have many outstanding orders and payments due for most the people I send checks to. The memo needs to be on the paper check that they receive. The memo line is on my virtual check that I write in QB, but the little box to the left of the memo line and the memo line are grayed out. You cannot activate it. When I was with a previous bank, you could check that box allowing the memo to be sent, and write the memo on the line.

Thanks

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