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Super Explorer **

Transaction details wit Memo field from bill

How can you get detail report that reflects the MEMO field in the report. This is not the Ref.No. 

 

As distributors, we purchase items, enter same memo on the bill as the memo on the invoice. 

Ideally we would have a report that shows invoices, group by memo so we can see cost vs income. 

We use QB enterprise vs 2019

 

Thank you

 

Solved
Best answer 05-08-2019

Accepted Solutions
QuickBooks Team

Re: Transaction details wit Memo field from bill

Hi Florina,

 

Thank you for dropping by here in the Community, I'd be glad to lend a hand with running the report you need in QuickBooks Desktop.

 

You can run a custom Transaction Detail report to your show your bills with the Memo column.

 

Here's how:

 

  1. Click the Reports tab at the top menu bar.
  2. Select Custom Reports.
  3. Click Transaction Detail.
  4. In the prompt window, go to the Display tab.
  5. Below Columns, make sure there's a check mark beside Memo.
  6. Go to the Filters tab.
  7. In the search field, type in Transaction, and select Transaction Type.
  8. Click the drop-down arrow below Transaction Type and click Bill.
  9. Click OK.

Check out these sample screenshots for your reference:

 

Please be sure to let me know if you have further concerns with running the report, and I'll be more than happy to assist you.

3 Comments
QuickBooks Team

Re: Transaction details wit Memo field from bill

Hi Florina,

 

Thank you for dropping by here in the Community, I'd be glad to lend a hand with running the report you need in QuickBooks Desktop.

 

You can run a custom Transaction Detail report to your show your bills with the Memo column.

 

Here's how:

 

  1. Click the Reports tab at the top menu bar.
  2. Select Custom Reports.
  3. Click Transaction Detail.
  4. In the prompt window, go to the Display tab.
  5. Below Columns, make sure there's a check mark beside Memo.
  6. Go to the Filters tab.
  7. In the search field, type in Transaction, and select Transaction Type.
  8. Click the drop-down arrow below Transaction Type and click Bill.
  9. Click OK.

Check out these sample screenshots for your reference:

 

Please be sure to let me know if you have further concerns with running the report, and I'll be more than happy to assist you.

Super Explorer **

Re: Transaction details wit Memo field from bill

Thank you so much. It worked.!!!!

QuickBooks Team

Re: Transaction details wit Memo field from bill

Hi again, Florina.

 

Let me start by saying how much I appreciate you for getting back and letting me know that the steps above help.

 

For your future reference in case you need more information on customizing reports, I'm also adding the article I find helpful:

 

Customize reports in QuickBooks Desktop.

 

Please know that I'm always available here whenever you need any help with using QuickBooks. The Community will always have your back.