report filter by memo or line description

Thank you for the very clear process. Just what I needed.

Have a good day

I appreciate the follow-up response, @newyorktutor.

We're glad to hear that the steps provided by my colleague above were able to help achieve your goal of creating a customized report with the Memo field. We love to see everyone helping each other in the Community.

If you have additional concerns running a report. Please don't hesitate to visit us again. Our team is available 24/7 to assist you. Keep safe, and wishing you a merry Christmas! 

For me, I only get the memo and never the description.  If there is no memo, the column is blank and there is always a description. I have Quickbooks Plus - online version.

- S

I have quickbooks Plus (online). For me, it only shows the memo, never the description.  If there is no memo, it shows nothing.  This is true if it's a split transaction or not.  Same on all reports, including exporting all of my data into a zip.

- S

Thanks for joining this thread, scotrob11. Let me assist you with troubleshooting steps to help you show your description in the report.

Since there's no description shown on your end, we can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses.

Here's how to access incognito mode in some of the most commonly used web browsers:

•  Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Option + P

Once logged in, try to run a report again. If things are working, then it's likely the browser that's causing the issue. It can be fixed by clearing your cache and cookies. You can also switch to a different supported browser.

Additionally, once you're all set, you can refer to these articles for future reference. These can guide you on how to modify your reports and match your accounts seamlessly: 

• Customize reports in QuickBooks Online 
• Reconcile an account in QuickBooks Online

Don't hesitate to post here in the Community if you have additional concerns about billable time in QBO. I'm always here to help.

Unfortunately that does not work. Tried incognito in Chrome and a new private browser window in Safari.  Neither worked.  So just to be clear - in the memo/description column, it displays the memo if one is there but never displays the description so if no memo, it show a blank in that column.

I really need to view a report with all of my descriptions so that I can export a few years of transactions into excel that include the descriptions.  I also tried exporting my data in the settings area and had the same experience.

I comprehend that customizing your report's appearance is important to your business, @scotrob11. Thank you for bringing this to our attention and taking the initiative to improve your reports.

When you run a report in QuickBooks, it looks at individual transaction lines to determine which lines match the report's criteria. QuickBooks uses a concept called Source and Targets to apply accounting principles and processes, which helps in recording transactions and displaying reports. 

The report set determines which lines of which transactions are included in the report and whether the report includes Source and/or Targets.

Understanding how to use reports in QuickBooks Online can help you use Report Filters more effectively, so you can create better reports and find information faster.

However, I can show you another way to run a report that displays the memo/description. 

Here's how:

1. In your QBO account, proceed to the Reports menu.
2. Search and select the Sales by Customer Detail report. 

I've included a screenshot for your reference, but please note that the names listed in the screenshot are just examples and not actual.

Additionally, you can check out these articles for instructions on customizing your sales forms and running financial reports:

• Customize reports in QuickBooks Online
• Run reports in QuickBooks Online

If you need further assistance with QuickBooks-related concerns aside from running reports, feel free to contact me anytime. I am always here to help and ensure that all of your concerns are addressed promptly.

This does show the description, but I'm looking to get the description for a credit card expense account, not a customer sales account.  Any idea how to do that?

Hello there, @scotrob11. I'll put you in touch with our best help available to ensure your transaction's descriptions are showing on your reports in QuickBooks Online (QBO).

To display the description of your transaction from a credit card expense account, you can run the Transaction Detail by Account report by following the steps provided by AldritchM.

If the issue persists after performing the necessary troubleshooting steps, I recommend reaching out to our customer support team. This way, they can walk you through the resolution and initiate an investigation if necessary. 

To do that:

1. Go to the Help icon and choose the Search tab.
2. Select Contact Us.
3. Describe your concern and select Continue.
4. Choose between Chat with us and Have us call you.

Moreover, you can memorize reports in QBO to save their current customization settings.

Let me know if you have other concerns about running reports. We're always here to help. Stay safe.

I really appreciate the response but maybe I'm just not explaining myself.  I have done exactly what he explains but even though I have checked the memo/description box it only shows the memo and if there is no memo it shows nothing.  I did speak to QB support and they elevated the issue to a more senior person who screenshared with me.  The only suggestion was to try a different browser or to use incognito mode, but neither worked.  I do have a mac, so maybe I'll try a PC and see if that helps.  Clearly I'm doing the right thing and am following everyone's instructions do it appears to be some type of bug.  If any can think of a work around, that would be appreciated!

FYI, I tried it on a PC and it's the same issue so it's not a browser issue, it must be something buggy with my account.  Really, really weird.

-S

Hi there, scotrob11.

I apologize for any inconvenience caused by the issue you're experiencing. It's essential to ensure that your concern is addressed and resolved promptly. I know you have already contacted our contact support team in situations like this. I recommend reaching out to QuickBooks Online Support again. 

QuickBooks Online Support has a team of dedicated experts who can provide personalized assistance and troubleshoot the specific issue you're facing. They have the knowledge and resources to investigate the matter further and find a resolution for you.
 

To contact QuickBooks Online Support, visit the QuickBooks Online Help and navigate to the contact page. You'll find various options to connect with a support representative, such as live chat or phone.

QuickBooks Online Support is dedicated to ensuring your success and satisfaction with the product. They are here to help you overcome any challenges you may encounter. So please don't hesitate to reach out to them again for further guidance and resolution. 

In the meantime, as a workaround, you can copy and paste the description details to make them appear in the Memo field.

If you have any other questions or concerns, please let me know. I'm here to assist you in any way I can. Have a great day!

I have over 2k transactions.  I can't really copy and paste.  I have already spoken to support and it was elevated to a more senior person.  Not sure why the suggestion is to contact them again, but thanks anyway!

- s