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L
Lisamull
January 16, 2020
Question

Customized report question

  • January 16, 2020
  • 1 reply
  • 0 views

How can a create a customized reports of deposits that EXCLUDES any that have a specific text in the memo.  ie: the memo says "from General"  I do not want to incluse these in the report.

 

Thanks!

1 reply

Jen_D
Jen_D
Level 8
January 16, 2020

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!

 

L
LisamullAuthor
January 17, 2020

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!

JaneD
JaneD
Level 6
January 17, 2020

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.

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