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L
Lisamull
January 16, 2020
Question

Customized report question

  • January 16, 2020
  • 1 reply
  • 1 view

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

Pabz_L
Pabz_L
January 21, 2021

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


Hi, there, @AskThem.

 

Are you trying to search for a transaction using the memo you entered? If yes, QuickBooks Desktop has the Advanced Search feature which allows you to search for that transaction.

 

 Here’s how:

 

  1. Go to the Edit menu.
  2. Choose Find.
  3. Select the Advanced tab.
  4. In the Filter box, pick Memo.
  5. Type in the Memo you've entered.
  6. Click Find. 

 

You can also filter the transactions to show only the invoices. 

 

Please let me know if there's anything else that you need or if you're referring to something else. I am always here to help you. Have a good day!

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