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!
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:
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.
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.
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.
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.