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Level 2

Memo Field Inventory Transfers

Is there a way to get the memo field from the inventory transfer screen to show in a report?  It seems like the only way to view this memo field is to actually click in to the transfer.

 

The "memo" selection in customize reports returns the memo field related to the inventory item and not the transaction.

3 Comments
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QuickBooks Team

Memo Field Inventory Transfers

Hello @jasonagosti,

 

Some inventory reports have the option to add the memo column. Let walk you through how.

 

  1. Go to Reports, then Inventory.
  2. Select Inventory Valuation Detail. Then, click Customize Report at the top.
  3. Type Memo in the Search Columns field.
  4. Hit OK.

If the above report isn't what you're looking for, you'll want to click on the transfer to view the memo. For more in-product related articles about inventory. Just go to QuickBooks Desktop Help or press F1 on your keyboard.

 

Please know that we're always here to help you, so reach out to us anytime if you have questions. Thanks for joining us and have a lovely day.

Highlighted
Level 2

Memo Field Inventory Transfers

Using that memo field doesn't pull that data field.  It appears QuickBooks has 2 different memo fields one related to the inventory transaction and one related to the inventory item.  The memo in the customize columns is related to inventory times as i said before.

Highlighted
QuickBooks Team

Memo Field Inventory Transfers

Thanks for getting back here in the Community and providing more details about your concern, @jasonagosti.

 

An Inventory Valuation Detail report shows each item within the transaction, which is why the memo is not being used but instead the description for each line. You'll have to run and filter the Custom Transaction Detail report to show the memo field for the transactions. I'll guide you how:

 

  1. Go to the Reports menu at the top then choose Custom reports.
  2. Select Transaction Detail.
  3. On the pop-up window, click the Filters tab.
  4. Enter Transaction type in the Filter search bar.
  5. Under the Transaction type drop-down, pick Inventory Adjustment.
  6. Hit OK once done.

Please see screenshots below for visual reference:

A61.PNG A62.PNG A63.PNG

You'll also want to know how to customize this report in QuickBooks Desktop to personalize the details for this report: How to customize reports in QuickBooks Desktop.

 

Also, you're able to save this report in QuickBooks Desktop. Read through this article on how to do it: How to Memorize reports in QuickBooks Desktop.

 

Please let me know if you hit any bumps along the way. I'll be here to assist you further. Take care and have a splendid day!

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