Report: Sales by Customer Detail error

Let me clarify things about Standard/Sales/Sales by Customer Detail report populating the Memo field with Item Description info, @JohnPill. 

The data displayed in the statement depends on the source of the report. 

For Sales by Customer detail, it is correct that the Memo/Description column will show in the Item Description info. While the Transaction list by Customer will display the data per transaction. That means the Memo field will populate the info that is noted in the Memo field per transaction.

In case you'll need further details on how to keep track of your sales and expenses using predefined customer, job, and sales reports, please review this article: Customize reports in QuickBooks Desktop.

Additionally, I've added some articles you can use to manage reports and handle future tasks in QuickBooks: 

• Create, access, and modify memorized reports
• Combine reports from two or more company data files

Keep me posted if you have other questions about reports in QuickBooks. I'll be around to assist you again. Stay safe always.

Hi, @JohnPill.

Hope you’re doing great. I wanted to see how everything is going about sales report concerns you had the other day. 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 any time.

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

RE For Sales by Customer detail, it is correct that the Memo/Description column will show in the Item Description info.

Thanks for responding. However, my issue is that the column you are referring to, Memo/Description, doesn't exist. It's labeled Memo. Therefore, it should only pull from the Memo field. Instead it pulls only from the Description field.

Using Customize/Display, Memo is checked, and Item Description is NOT checked. If I check Item Description, then the column, Item Description, appears, with the same info (Item Description) that's in the Memo column.

If the report doesn't pull from a sale's Memo field, why label it as such?

Thanks again,

John

RE For Sales by Customer detail, it is correct that the Memo/Description column will show in the Item Description info.

Thanks for responding. However, my issue is that the column you are referring to, Memo/Description, doesn't exist. It's labeled Memo. Therefore, it should only pull from the Memo field. Instead it pulls only from the Description field.

Using Customize/Display, Memo is checked, and Item Description is NOT checked. If I check Item Description, then the column, Item Description, appears, with the same info (Item Description) that's in the Memo column.

If the report doesn't pull from a sale's Memo field, why label it as such?

Thanks again,

John

Thanks for adding more details about your concern, JohnPill1.

I can provide clarification why the information shown in the Memo column is pulled from the Description field on the transactions.  

QuickBooks uses a concept called 'Source' and 'Targets' to build transactions and data when running reports. If a line matches the report set, it’s added to the statement.

This is why the information written in the Memo field doesn’t automatically carry to the Sales by Customer Detail. Instead, the line item entered in the Description column will show up.

You can browse this article for more details: Understand reports. It also provides information on how to pull up a transaction journal.

The ability to change the column name for the report’s headers is a great feature that will benefit many customers. I suggest sending feedback about this feature to our engineers for inclusion in a future update.

1. Press the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
2. In the QuickBooks Feedback window, click the Type of Feedback drop-down to select Product Suggestion.
3. Pick the Product Area from the drop-down and your feedback in the Here is my suggestion box.
4. Fill in the remaining fields.
5. Click Send Feedback.

For additional reference, you can bookmark this article in your browser to help you in the future: Customize customer, job, and sales reports in QuickBooks Desktop. It provides a list of reports you can tailor as well as for instructions on how to build one.

Keep in touch if you have clarifications about running reports in QuickBooks. I’m always ready to help and make sure you’re taken care of. Have a good one.

Why does the memo/description get included with the Item? You can select it separately. I don't want the description included with the item name in my sales report.

My goal is to get you back to the business quickly, @Convivialist. By customizing the report, we can remove the memo/description and other details that aren't necessary on your report file within QuickBooks Desktop.

Customization allows you to modify the design, incorporate additional rows or columns, or apply filters to target specific data. QuickBooks reports can be tailored to your preferences using customization options.

Follow the steps below:

1. Pull up a report from the Reports Menu.
2. After that, click the Customize button above.
3. Once the extra screen appears, go to Display and see the Columns. Locate the Memo from the Search Columns.
4. Next, uncheck the Memo; then uncheck other details columns.
5. You can customize the Filter, Header/Footer, Fonts, and Number.
6. Click OK.

Furthermore, you can save your customization settings for easy access to the report in the future. Most reporting tools provide options to save customizations or create templates. See this page for your guide: Create, access, and modify memorized reports.

Let me know if you need more insight into handling your reports. I'll assist you along the way.