Invoices and received payments report does not show invoice description

Hi info1511,

I can share some insights about how QuickBooks populates the data on your reports.
 

The Invoices and Received Payments report is a transaction-based report. Therefore, the description you've entered on the line items won't be shown. Please take note that the Memo/Description column is used for the information you've entered in the Message on statement text box.

That being said, you'll want to consider adding the invoice detail and description in that field so that they'll reflect on the report. I'll show you how:
 

1. Select Sales from the sidebar menu.
2. Go to the Invoices tab.
3. Open the appropriate invoice.
4. In the Message on statement text box, enter the invoice description.
5. Click Save, then choose Yes to confirm the changes.

Additionally, I encourage reading these articles to ensure that you'll get the most out of your QuickBooks reporting experience:
 

• Customize reports

• Popular custom reports

• Memorize reports

You're more than welcome to visit this thread again if you have other questions. Just add the details in the comment section and I'll help you out. 

Hi info1511,

Hope you’re doing great. I wanted to see how everything is going about the issue in your Invoices and Received Payments report. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Follow-up question:

When I look at this report, specifically at the PAYMENTS, the information I entered into the "memo" box of the payment is not showing up in the report memo column. Can you tell me how to fix this?

Hello, GreenCoutureCo. 

The Memo/Description column will not show up in the report. However, If you entered a message on the Message on statement box, this will be the one that will show up as the description for the invoice. Please see the screenshots provided below:    

To learn more about running reports in QBO, you can check this article: Run Reports. 

I'll be right here to help you if you have any other questions about running reports in QBO. Have a good day ahead and stay safe!

Need a Report that displays how an invoice was paid... ie payment method, cash, visa, check etc

Hello @JamieWalma,

I'm glad to see you in this thread about your report concern. I can help you run a report to show the payment method of the paid invoices in QuickBooks Online.

You can use the same report recommended by my colleague for the transactions. Customize the columns by clicking the Cogwheel icon to show the payment method.

Here's how:

1. Run the Invoices and Received Payments report.
2. Click the small Cogwheel icon within the report.
3. Add Payment Method.
4. Remove or add the columns you want to show.
5. View the report.

For your reference about formatting report layouts to show your preferred data, I've attached this article: Customize reports in QuickBooks Online.

Let me know if you need further assistance running the report you need in QuickBooks. The Community is available 24/7 to lend a hand. Have a great day.

Hi,

I am using quickbooks online and I am not seeing the Invoice and Received Payments Report. Is there something i need to do so i can access the report from the who owes you report section?

Hello there, NWalcott. I'd like to share what I know about this report that you're looking for. 

The Invoice and Received Payments Report is only available in QuickBooks Online Plus and Advance. May I know the subscription that you have to verify if this is the reason why you're not seeing this? On the other hand, having this report would really depend on the subscription that you have.

You may consider upgrading your subscription to get this feature. Here's how you can do it:

1. Click the Gear icon on the top menu.
2. Select Account & Settings.
   
3. Go to the Billing & Subscription tab.
4. Then, from the QuickBooks section, select Upgrade your plan.
5. Click Choose plan for the product you want.
6. Click Continue.
7. If prompted, enter your payment information.
8. Confirm the upgrade and your new billing, then choose Confirm Upgrade.

I've included these helpful articles for the details steps in upgrading your subscription, as well as the pricing and subscription levels for QBO: 

• Upgrade Your Subscription
• Update Your Billing and Subscription Info
• Pricing and Subscription Levels

I'd be happy to see you again in the comments if you need further assistance with managing your reports. We're always here to help. Have a great day!