Customized report question

Hi there, @Lisamull,

Could you please provide the report name you're looking at? I need this information to give the most accurate resolution to your concern.

In the meantime, if you're referring to the Custom Transaction Detail report. You have the option to exclude the Memo column. Follow the steps below:

1. On the report, click the Customize Report button.
2. From the Columns section in the Display tab, uncheck the Memo field.
3. Click OK when done.
   

You may refer to the steps in this article to modify reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

If you're referring to something else, please comment down below any additional information. I'm always here when you need further assistance. Have a nice day!

Thank you. I guess I didn't explain myself very well.  I would like to create a report that shows a summary of all the weekly deposits that I make. However I would like to exclude any deposits that happen to have the words "from Iolta" in the memo field.  I do want all other memos included.   Does that make sense?

thanks again!

Hi Lisamull, 

You can filter the report by entering the specific memo information. I'll show you how.

1. From the Reports menu, choose Custom Reports.
2. Select Transaction Detail.
3. In the Modify Report window, set the date.
4. Go to Filters, type in TransactionType in the search field, then click on the All drop-down arrow and choose Deposit.
5. Then, type in Memo in the search field and enter Deposit under Memo.
6. Click on OK.

I've attached a screenshot for reference.

You'll be able to modify the Memo filter anytime. Just make sure to enter the specific information. 

Let me share this link in case you want to customize company and financial reports.

Keep us posted if you have further questions. We're always here to help.

I have the same question as the previous person  Can I exclude records from my report that have a specific text string in the memo field?  I can see how to include those with certain words, but not how to exclude.

Thanks,

KMagilavy

I'm here to make sure you can get the desired report that you need without a moment's delay, @KMagilavy!
 

The closest way to exclude those specific records is through Excel. This way, we can do further customization to achieve something more specific. I'll guide you how.

1. Go to the Reports menu and select Reports Center.
2. Open any report.
3. Click the Excel drop-down on the toolbar and select Create New Worksheet.
   
4. Select Export.
   
   

Once done, QuickBooks opens MS Excel. From there, you can edit your data as needed.

Additionally, I have here some articles about exporting MS Excel files in QuickBooks for your future reference:

• Export option for Excel is grayed out
• Import or export MS Excel files
• Export reports as Excel

Feel free to post again if you have any questions about QuickBooks or any thoughts you might want to share.

Any way to search if MEMO is blank/empty?  (or INTERNAL MEMO)  Or, Is there a special character to use? 

Hi, there, @AskThem.

Are you trying to search for a transaction using the memo you entered? If yes, QuickBooks Desktop has the Advanced Search feature which allows you to search for that transaction.

 Here’s how:

1. Go to the Edit menu.
2. Choose Find.
3. Select the Advanced tab.
4. In the Filter box, pick Memo.
5. Type in the Memo you've entered.
6. Click Find. 

You can also filter the transactions to show only the invoices. 

Please let me know if there's anything else that you need or if you're referring to something else. I am always here to help you. Have a good day!

Thanks.  No, I'm actually wanting to look for cases where the memo line is empty/blank.  We typically should have something on each memo line and/or internal memo line so my desire is to create a report to catch ONLY instances where a memo might have been missed.  Make sense?

Thanks.  No, I'm actually wanting to look for cases where the memo line is empty/blank.  We typically should have something on each memo line and/or internal memo line so my desire is to create a report to catch ONLY instances where a memo might have been missed.  Make sense?

So looking for some type of way to create a report asking "when MEMO line is blank" then return those items in the report. 

Thanks for getting back to us, AskThem.

Your idea about filtering the transactions with empty memo is interesting. However, this is not possible in QuickBooks Desktop. When you pull up the report, the MEMO is one of the default columns.  With that said, you can easily see the transactions with blank memo.

Another option that might help you filter the transactions with the empty memo is to export the report to Excel. This option was provided by LieraMarie_A. You can use this link to directly see her response: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-customized-report-questi....

We got your back if you have additional questions regarding the customization of reports.