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L
Lisamull
January 16, 2020
Question

Customized report question

  • January 16, 2020
  • 1 reply
  • 0 views

How can a create a customized reports of deposits that EXCLUDES any that have a specific text in the memo.  ie: the memo says "from General"  I do not want to incluse these in the report.

 

Thanks!

1 reply

Jen_D
Jen_D
Level 8
January 16, 2020

Hi there, @Lisamull,

 

Could you please provide the report name you're looking at? I need this information to give the most accurate resolution to your concern.

 

In the meantime, if you're referring to the Custom Transaction Detail report. You have the option to exclude the Memo column. Follow the steps below:

 

  1. On the report, click the Customize Report button.
  2. From the Columns section in the Display tab, uncheck the Memo field.
  3. Click OK when done.

You may refer to the steps in this article to modify reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

If you're referring to something else, please comment down below any additional information. I'm always here when you need further assistance. Have a nice day!

 

K
KMagilavy
September 16, 2020

I have the same question as the previous person  Can I exclude records from my report that have a specific text string in the memo field?  I can see how to include those with certain words, but not how to exclude.

Thanks,

KMagilavy

A
AskThem
January 21, 2021

I'm here to make sure you can get the desired report that you need without a moment's delay, @KMagilavy!
 

The closest way to exclude those specific records is through Excel. This way, we can do further customization to achieve something more specific. I'll guide you how.

 

  1. Go to the Reports menu and select Reports Center.
  2. Open any report.
  3. Click the Excel drop-down on the toolbar and select Create New Worksheet.
  4. Select Export.

Once done, QuickBooks opens MS Excel. From there, you can edit your data as needed.

 

Additionally, I have here some articles about exporting MS Excel files in QuickBooks for your future reference:

 

Feel free to post again if you have any questions about QuickBooks or any thoughts you might want to share.


Any way to search if MEMO is blank/empty?  (or INTERNAL MEMO)  Or, Is there a special character to use? 

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