MEMO and CLASS information not showing in custom report

Here is the report from QB Desktop Pro 2019 for comparison.

Let me clarify a few things about how the classes feature works in QuickBooks Online (QBO), MadUser55.

I appreciate you for providing us screenshots to better isolate the issue. One of the reasons why classes aren't showing on the transaction report for a specific account is that the class is assigned to each line item of the expense transaction or other expense category/accounts. We'll need also to make sure we turn on the class tracking feature in QBO. Here's how:

1. Go to the Gear icon on the top menu and select Account and Settings.
2. Tap Advanced, then select the Categories section to edit.
3. Check Track classes.
4. Check Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
5. Under Assign classes, select One to entire transaction or One to each row in transaction. Select One to entire transaction if you don't need to enter a class for each product you sell to a customer. You can save time and assign one class to the entire invoice or sales receipt instead.
6. Press Save, then Done.

Then try running the report again. You can also run other reports by class to see if the data are showing on the Class column. You can check out this article for more details: Run reports by class. Also, double-check if there is information entered in the Memo field on the invoices for it to reflect on the Memo column when running the Customer Balance Detail report. 

If the same thing happens, we can perform basic troubleshooting to fix this. Let's start with logging into your account through a private browser. When cache piles up, it causes issues that can affect the performance. Using an incognito window doesn’t store any cache files. It's a good step to isolate web issues. These are the shortcut keys:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If data shows correctly using the private browsing session, go back to your regular browser and clear its cache. It helps us refresh the system. If you're still having the same issue, you can use other supported browsers to help us narrow down your concern. 

Feel free to browse this link here if you need help with other tasks in managing your reports. It'll route you to our general topics with articles.

You're always welcome to reply in the comment section below if need a hand with customizing your sales form designs in QuickBooks. I'd be glad to help you some more. Take care always.