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FMW
Level 3

Invoice Description

Good morning,

   I have items set up for invoices and receipts.  When I run reports (customer sales detail) the reports' item description shows the item description exactly as I have entered in the in Item List.  However, when I create an invoice or sales receipt, I sometimes need to modify the the default description directly onto the invoice/sales receipt.  That part works fine and the customer receives the document with the description I've modified.

 

However, when running report (ie, Customer Sales Detail), the description I've manually modified does not show; only the default description as it is entered in the item list.  Is there a work around for this so that my unique description appears on the sales report?  I've attached an example of what I am hoping can be accomplished.

 

Thank you.

Happy Holidays!

 

QBDT Premier 2019

 

 

2 Comments
ShiellaGraceA
QuickBooks Team

Invoice Description

Thanks for visiting us here today, @FMW.

 

I have some information about how you can view your invoice description in the report. You'll want to add the memo field in the report to see it. Let's go to the report page by following these steps.

 

Here's how:

  1. Go to the Reports menu at the top.
  2. Select Sales, and then Sales by Customer Detail.
  3. Tick the Customize Report button.
  4. Under Columns, mark the next to to Memo.
  5. Click OK.

With the above steps, you're able to view your invoice description. Want to learn more? Check out this guide for details: Customize reports in QuickBooks Desktop.

 

In case you need help with other QBDT tasks, click this link here to go to our general topic with articles.

 

Keep me posted if you still have questions or concerns. I'll be around for you. Take care and stay safe.

BigRedConsulting
Community Champion

Invoice Description

The Item Description field will always show the actual item's description.

 

To see the description actually entered on transactions on your transaction reports, use the Memo field.

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