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.

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?

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. 

You can also check out this link that discuss about customizing templates and sending sales forms in QuickBooks Online for your reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

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!

Is there a solution when we type in the Description or Memo field of a customer invoice that it will NOT appear on any customer reports or any report???  I was not aware this was an issue since we did this in QBO.  We are using QB Enterprise and I called support.  They are telling me unless there is a service item on that line, the detail will not appear on reports.  This is totally unacceptable, but out of my control.  Do you have a solution?  

How can I pull this data in?

I appreciate you joining in the thread, @ljw8.

I understand your thoughts about the Memo/Description column showing on the reports in QuickBooks. Allow me to chime in and share some insights about this.

The Memo/Description showing depends on the report you generate in QBO. If you run a report specific for transactions such as the Transaction List, it'll show the Memo you entered on the Memo field. However, if you're pulling up a report that shows details about the items for a particular transaction, it'll show the description per line item.

I'd also suggest checking out our blog site to be updated on the new features rolled out by our product developers.

Please don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'll be here to back you up.

Good morning Maybelle,

Thank you for responding.  I do show all memo and description lines on all my reports in QBO.  It is our new system QBE that this extra text we add to our invoices will NOT show on any such reports.  I have tried and called Support about.  They tell me that is the difference between systems and QBE must have a service line item for that field to show on reports.   It is very frustrating that we have adding this important info. and is showing on our actual invoices, but not my Excel downloaded reports . . . as well as the next issue where our text on other service item lines is being truncated on reports even though the field will accept.   :(

Again, I am using QB Enterprise Desktop, not QB Online.  Thanks.