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Can invoice descriptions be included in invoicing reports? Right now the memo/description field is only pulling in statement descriptions for some reason.

 
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Best answer April 29, 2020

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QuickBooks Team

Can invoice descriptions be included in invoicing reports? Right now the memo/description field is only pulling in statement descriptions for some reason.

Greetings, @avery3.

 

It'll depend on the type of report you're opening. For example, if you run the Sales by Customer Detail report, it'll show each line item from the invoice. Thus, it shows the Description of the line item on the Memo/Description column.

 

However, if you run the Transaction List by Customer report, it'll show each transaction without the details of the line items. Thus, it shows the message from the invoice as Memo/Description.

 

Furthermore, here's a great article you can check to learn more about running reports in QuickBooks Online (QBO): Run reports in QuickBooks Online.

 

Also, I'm adding this great resource that provides detailed information on how to generate reports that shows the data you need: Customize reports in QuickBooks Online.

 

Learning more about reports in your QBO account we'll ensure the accuracy of your accounts. Let me know if you have other concerns. I'm always here to help. Take care and have a good one!

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Highlighted
QuickBooks Team

Can invoice descriptions be included in invoicing reports? Right now the memo/description field is only pulling in statement descriptions for some reason.

Greetings, @avery3.

 

It'll depend on the type of report you're opening. For example, if you run the Sales by Customer Detail report, it'll show each line item from the invoice. Thus, it shows the Description of the line item on the Memo/Description column.

 

However, if you run the Transaction List by Customer report, it'll show each transaction without the details of the line items. Thus, it shows the message from the invoice as Memo/Description.

 

Furthermore, here's a great article you can check to learn more about running reports in QuickBooks Online (QBO): Run reports in QuickBooks Online.

 

Also, I'm adding this great resource that provides detailed information on how to generate reports that shows the data you need: Customize reports in QuickBooks Online.

 

Learning more about reports in your QBO account we'll ensure the accuracy of your accounts. Let me know if you have other concerns. I'm always here to help. Take care and have a good one!

View solution in original post

Highlighted
Level 1

Can invoice descriptions be included in invoicing reports? Right now the memo/description field is only pulling in statement descriptions for some reason.

Thanks for the reply, @JasroV. Regardless of what list I pull (invoice list, transaction list by customer), the memo/description field is only pulling in data from statement descriptions. I need to reference the information filed in invoice descriptions.

 

See attachment for a screenshot of the invoice description and statement description boxes on an invoice. The reports I pull are only showing the information entered into the statement description, so in this case, "voided" and not the campaign information entered into the invoice description box. 

 

Is there a way to pull information from the invoice description box into a report? I need to compile a list of all invoices from a certain date range with the information added to the invoice description box for each.

Highlighted
Level 1

Can invoice descriptions be included in invoicing reports? Right now the memo/description field is only pulling in statement descriptions for some reason.

Thanks for the reply, @JasroV. Regardless of what report I run (invoice list, transaction list by customer), the memo-description field is pulling in information from the statement description box and not the invoice description box on an invoice (see attached for difference). 

 

I need to run a report for all invoices within a certain time frame and include the information filed in the invoice description box (which, in our case, is the campaign information). 

 

Is there a way to pull information from invoice descriptions into reports?

Highlighted
QuickBooks Team

Can invoice descriptions be included in invoicing reports? Right now the memo/description field is only pulling in statement descriptions for some reason.

Hello there, @avery3.

 

Allow me to provide additional insights about having the message on the invoice to show on your reports in QuickBooks Online.

 

At this time having the message on the invoice to appear on the report isn't available. Only the information from  the Message on statement section will show up. The reason behind this is that the option indicates your official statement about the details of invoice.

 

However, the Message on invoice box contains a default special note that you'd like to extend to your customer. The information can be set up from the Accounts and Settings section on your account and on the template.

 

To have the invoice description to be displayed on the report, you'll need to enter them from the Message on statement box. 

 

Here are some links that you can check out about customizing templates and sending sales forms in QuickBooks Online for your reference:

If there's anything else that I can assist you with, let me know. I'll be right here to answer them for you. Take care!

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