Question

Customized report question

Forum|Forum|6 years ago
January 16, 2020
1 reply
2 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!

QuickBooks Desktop

Jen_D

Level 8

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:

On the report, click the Customize Report button.
From the Columns section in the Display tab, uncheck the Memo field.
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

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

J

JamesDuanT

QuickBooks Team

Thanks. No, I'm actually wanting to look for cases where the memo line is empty/blank. We typically should have something on each memo line and/or internal memo line so my desire is to create a report to catch ONLY instances where a memo might have been missed. Make sense?

So looking for some type of way to create a report asking "when MEMO line is blank" then return those items in the report.

Thanks for getting back to us, AskThem.

Your idea about filtering the transactions with empty memo is interesting. However, this is not possible in QuickBooks Desktop. When you pull up the report, the MEMO is one of the default columns. With that said, you can easily see the transactions with blank memo.

Another option that might help you filter the transactions with the empty memo is to export the report to Excel. This option was provided by LieraMarie_A. You can use this link to directly see her response: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-customized-report-question/01/666538/highlight/true#M90640.

We got your back if you have additional questions regarding the customization of reports.

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