Hello @tgeorge,

Thank you for dropping by here in the Community. Allow me to chime and help you further with running a report in QuickBooks Online.

The amounts are separated into different categories when you split an expense. When you run a report, the system will only follow the information showing from the Memo field of an expense.

The ability to show the description from the line items of the transactions is unavailable. Check out these screenshots for your visual guide:

The only workaround is to include the expense accounts from the report to show the split amount and the description (see screenshot below). 

There are many ways to personalize your reports. I've attached a link you can use to learn more about how to filter the reports or customize the layouts in QuickBooks: Customize reports in QuickBooks Online.

Drop me a comment below if you have any other questions about running transaction reports in QBO. I'll be happy to help you some more.

Thanks, it looks like I might get what I want by using the “copy bank text into the memo field” option. which I see  when I click on the gear. My challenge is I only want to do this copying to the memo field, on CC transactions. We have imports of data that get included in the description field, which is vital to the 1099 process, so I do not want to mess that up. I’m turning it on when I’m clearing the cc transactions, and then off (trying to make sure), when I’m done. It would be nice if this option was just for the account that you’re working with, but it looks like it’s on or off.

I haven’t tested it fully yet, but thank you for your information. I’ll try to see if that is easier that what I’m doing.

Update on this post:

I am using the "copy to memo" option, but it is difficult to get it on only the CC transactions.

Is there a place to post suggestions for QBO?  I love most of QBO over QB desktops, but there are things that are very frustrating. I'd like to give them a list.

Thanks!

Hello tgeorge,

Thanks for chiming in! I appreciate you suggesting ways to make our program even better. Yes we have a place to post suggestions for QuickBooks Online, and this link will allow you to send feedback to our Product Development Team. 

You can then use this link to see the recent updates to the different requests. Thank you again! 

What did you end up doing??

I don't know what I ended up doing. This was 2 years ago. I figured something out, but I can't spend any more time on it.

Another example of the shortcomings of QBOL.  In desktop, you click "Expand Detail" and, viola, you see it all (the majority of the time).  No such animal is this online garbage being forced upon us and our clients.  Hey Intuit, how about you get with the users and see what we want.  We want it to function and act and report just like desktop.  Please, somebody come up with an option to ditch this crap.

Am having the same issues and can’t get any help from Intuit. Frustrating. Description is not displayed in the reports. 

This is not what we want you to experience, and we apologize for any inconvenience caused, aharleston. Let me assist you to see your desired detail in your report in QuickBooks Online (QBO).

When you run the Transaction Detail by Account report, you can have the option to customize it by following these steps:

1. Go to the Reports tab.
2. Search for Transaction Detail by Account report.
3. Click the Settings on your report, and select the Show More dropdown.
4. Put a checkmark on the Memo/Description box.
5. Click Run Report.

However, if the issue persists, you can contact our Support Team so that they can further investigate your concern. The support representatives have the necessary tools to determine the underlying cause of the problem. Here's how:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select Contact Us and choose a way to connect with us:

•   Start a Chat with a support expert.
•   Get a Callback from the next available expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

Furthermore, you can check out this article to learn how to save your customization settings for your report: Memorize reports in QuickBooks Online.

If you require further questions regarding reports or any QuickBooks-related concerns, you can leave a comment below. I'll be happy to assist. Take care.

How do you get a transaction report to display a column for debits, a column for credits, and then a balance column that totals the beginning balance plus/minus the daily activity and until a total for that point in a month or the end of the month.  Thank you, Mark

I recognize the need to see the debits, credits, and balance columns, @markwalh. Let's ensure you can see all the columns you want to include in the transaction report.

To start, you can run the Transaction Detail by Account report and customize it. Then, include the Debit, Credit, and Balance columns in the Select and Reorder columns section.

Here's how:

1. Go to the left navigation panel and select Reports.
2. Type Transaction Detail by Account in the search field and click it.
3. Select Switch to Classic View and click the Customize option.
4. Filter the Report Period and select the Change Columns under the Group by Account section.
5. Scroll down and locate the Debit, Credit, and Balance. You can also include the Open balance in your report or choose the options you want in addition to your report.
6. Reorder the columns by dragging the specific columns.
7. Then, select the Filter option and select the Transactions you want to include.
8. Once done, click Run Report.

To learn more about how to get the most out of your financial reports, check this article: Customize reports.

I'll also add these articles to learn how to memorize reports and download your data from QBO:

• Memorize reports.
• Export reports, lists, and other data from QBO.

If you have concerns about displaying the debits, credits, and balance, please tag me in the comment section, @markwalh. I'll assist you in any way possible.

Thank you, that worked.  We are transitioning from the desktop version to the online app version.  I’m sure I’ll be posting other questions in the coming days.  Mark

You're very welcome, Mark.

I'm glad that my previous colleague's response successfully assisted you in locating the report and its display columns. Your positive feedback inspires us to continue providing the best solutions for any concerns you may have.

For future reference, you can review this article on how to prepare and move your company file to QuickBooks Online: Move your QuickBooks Desktop file to QuickBooks Online.

Feel free to reach out anytime by clicking the Reply button if you need further assistance running reports and migrating your accounts in QBO. We're always here to help.

Appears that the memo field in the register is specific to the bank register,  and it appears that the bank register data is limited to 2 years back for reporting.  So I can export the actual register into excel to get the memo field but only for the 2 years prior.   If you need to get the memo field into your excel report,  go to the register, add date range, and export it.