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SoniaW-02
Level 1

I ran a Sales by item detail report, but the Memo pulled Invoice item description information instead. Please advise how to have actual invoice Memo info shows.

 
5 Comments 5
DivinaMercy_N
QuickBooks Team

I ran a Sales by item detail report, but the Memo pulled Invoice item description information instead. Please advise how to have actual invoice Memo info shows.

Hello, @SoniaW-02.

 

Let me share some information about how the memo column works with the Sales by Item Detail report. Memo columns allow you to see the item description you input when creating an item in QuickBooks. As a workaround, you can customize the Memo column in the Sales by Item report by exporting it to excel.

 

You also have the option to customize the data, add or delete columns, add or remove information on the header/footer, and change the font and style of the report. Please take a look at this article link: https://quickbooks.intuit.com/learn-support/en-us/memorizing-reports/customize-reports-in-quickbooks.... This link will provide you steps process in personalizing every report you generate in QuickBooks. 

 

Let me know if you have questions. I'll be here to help. Stay safe and take care always!

SoniaW-02
Level 1

I ran a Sales by item detail report, but the Memo pulled Invoice item description information instead. Please advise how to have actual invoice Memo info shows.

The Memo column does show on my sales detail report, but just not pulling the right Memo info on the invoice. What I need on the report Memo column is to pull the actual Memo on the invoice, not the item description. Is there any way I can do that? Please see file attached for screen shots. Thanks!

 

 

Kristine Mae
QuickBooks Team

I ran a Sales by item detail report, but the Memo pulled Invoice item description information instead. Please advise how to have actual invoice Memo info shows.

I've replicated your concern, SoniaW-02. The report is pulling up the item's description.

 

You can pull up the Transaction List by Customer report. This will show the transaction's memo. Here's how:

  1. Click Reports.
  2. Go to Customers & Receivables.
  3. Select Transaction List by Customer.

You can also customize the report to show the details and information that you want. 

 

If there's anything else that we can do for you. Don't hesitate to click the Reply button.

SoniaW-02
Level 1

I ran a Sales by item detail report, but the Memo pulled Invoice item description information instead. Please advise how to have actual invoice Memo info shows.

This is very helpful information. I ran this report and Memo did pull invoice Memo info. Thanks!

However I still need details transaction report for other ledger accounts other than customer receivable. I really want to know how Memo get pulled correctly from invoice. Please let me know if you have additional information. 

JamesDuanT
Moderator

I ran a Sales by item detail report, but the Memo pulled Invoice item description information instead. Please advise how to have actual invoice Memo info shows.

Hello SoniaW-02,

 

There's a report that we can pull up the data regarding the detailed transaction report for other ledger accounts. We can use the Transaction Detail by Account. This report will give the information from the ledgers you want to see.

  1. Click the Reports menu at the top.
  2. Select Accountant & Taxes > Transaction Details by Account.

You can click the Customize Report button if you need to filter the transactions or do other customization.

 

Let me know if you need additional help in customizing the reports.

 

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