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casa3
Level 2

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

 
Solved
Best answer June 29, 2020

Best Answers
Steve_C
QuickBooks Team

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

Hi casa3. Thanks for your reply. I know exactly what you're looking for, just follow these quick steps and we'll get you right on track to printing your memos directly on the checks. 

  1. Go to Expenses, then select Expenses.
  2. Open the bill that has the memo you want to appear on printed bill payment check.
  3. Take note of the entire memo, I recommend to copy it (to paste later on the bill payment).
  4. Select Save and Close.

Next, you'll need to print the check here's how:

  1. Select + New.
  2. Under Vendors select Pay Bills.
  3. Select the bill you copied the memo from.
  4. Enter the correct amount then select Save and print.
  5. In the Print Checks screen, select the Bill Payment (Check).
  6. On the Bill Payment screen, go to the Memo field and enter or paste the memo.
  7. Verify you have the correct Starting check #.
  8. Select Preview and Print then Print.

Now you're good to go. Here's a great article if you want some more information on when the memo field will and won't print not print. Or maybe some more guidance on entering and paying bills. If you need anything else, just leave a reply and I'll get back with you. Have a great day. 

 

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9 Comments
ReymondO
QuickBooks Team

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

Hi there, @casa3.

 

Since the memo details that you've entered in the bill doesn't reflect the bill payment window, we can reenter them instead.

 

The only information that reflects from bill to bill payment window is the Payee, Bank/Credit account, Mailing address, Payment date, Ref no., and the transaction itself. This is the reason why the memo details don't reflect when printing the check.

 

In addition, you can run the Bill Payment List report in QuickBooks Online. This way, you can check the bills that you've paid in QuickBooks. Just go to Reports and look for Bill Payment List report.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

casa3
Level 2

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?


@ReymondO wrote:

Hi there, @casa3.

 

Since the memo details that you've entered in the bill doesn't reflect the bill payment window, we can reenter them instead.

 

The only information that reflects from bill to bill payment window is the Payee, Bank/Credit account, Mailing address, Payment date, Ref no., and the transaction itself. This is the reason why the memo details don't reflect when printing the check.

 

In addition, you can run the Bill Payment List report in QuickBooks Online. This way, you can check the bills that you've paid in QuickBooks. Just go to Reports and look for Bill Payment List report.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.


Thank you for your response, Reymond; I appreciate your clarifying what details are transferred from the Enter Bills window to the Pay Bills window.  But, to rephrase my (still unanswered) questions: why does the memo field in the Enter Bills window NOT REFLECT ON THE MEMO LINE OF THE PRINTED CHECK? How can I get such information into the Enter Bills window? You say in your first paragraph that I can reenter that information instead.  Where do I enter such information?

Steve_C
QuickBooks Team

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

Hi casa3. Thanks for your reply. I know exactly what you're looking for, just follow these quick steps and we'll get you right on track to printing your memos directly on the checks. 

  1. Go to Expenses, then select Expenses.
  2. Open the bill that has the memo you want to appear on printed bill payment check.
  3. Take note of the entire memo, I recommend to copy it (to paste later on the bill payment).
  4. Select Save and Close.

Next, you'll need to print the check here's how:

  1. Select + New.
  2. Under Vendors select Pay Bills.
  3. Select the bill you copied the memo from.
  4. Enter the correct amount then select Save and print.
  5. In the Print Checks screen, select the Bill Payment (Check).
  6. On the Bill Payment screen, go to the Memo field and enter or paste the memo.
  7. Verify you have the correct Starting check #.
  8. Select Preview and Print then Print.

Now you're good to go. Here's a great article if you want some more information on when the memo field will and won't print not print. Or maybe some more guidance on entering and paying bills. If you need anything else, just leave a reply and I'll get back with you. Have a great day. 

 

View solution in original post

casa3
Level 2

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

Thank you so very much for your helpful reply, Steve_C!  I had been using the reference field as an alternative already.  I truly appreciate your noting the article on where memo fields may/may not print, and will also try the steps you outlined.  Thank you again for your concise assistance here!

AnnaR
Level 1

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

Hi Casa3,

The instructions provided do work. They are just not very clear.

 

In step 5 (by Steve), in the Print Checks window, you need to click on that selected bill payment.

This will open another window titled "Bill Payment # to Print" and on the bottom of that screen, you'll see a Memo field. That would be step 6. The information you enter here does appear on the check.

 

Tried and tested and IT WORKS! Thank you all!

j-okamura
Level 1

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

I don't see MEMO field on my Pay Bills screen.  Where is it?

 

Tori B
QuickBooks Team

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

Hey there, @j-okamura.

 

Thanks for following the thread. I'm happy to lend a hand with viewing your memo. 

 

Although having the ability to review the memo from the Pay Bills screen as you've mentioned would come in handy, it hasn't been included in an update. However, you can see the memo from the print checks screen and include the memo on the check itself. I've included a screenshot of an example below to reference. 

 

Print Checks screen:

 

 

Preview screen:

 

 

That should do it. Please let me know if you have further questions or concerns. I'll be here every step of the way. Have a great day ahead! 

AC48
Level 1

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

When will Quickbooks Online automatically place the memo in the check memo field when it is entered into the Bill? This is the single most frustrating feature of the software, a feature that has been included in the desktop version since its existence.

 

I cannot tell you how many times I forget to enter the memo or I leave the memo in from the last time I paid that vendor and have to void or manually write in the memo. This is such an easy ask and one that has been asked thousands of times on the internet.

 

Why wont you listen to your customers and give them a feature that you broken when you went to Online?

Candice C
QuickBooks Team

When entering bills in QBO, how can I get info to print on the memo line when the screen says such info does NOT appear on printed checks?

Good afternoon, @AC48

 

This isn't the impression I want to leave you with. I want to ensure that your concerns get noted so that you may eventually have this feature available to you and your business in the future. 

 

I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. They work hard to review every request in a timely manner and try to collaborate them in the next update. 

 

To keep up with what's new in the system, cruise on over to our QuickBooks Blog for more details. 

 

I can see how this feature would be quicker and more beneficial to use for your business. We're constantly working to improve QuickBooks and help our customers out as much as possible. Should you need any further assistance, feel free to ask. The Community and I are always here to lend a helping hand. Best wishes!

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