Question

Report to include Memo from Bill from Vendor

Forum|Forum|6 years ago
December 2, 2019
22 replies
48 views

We would like to run a report that includes the Memo field that we populate on the bill when Entering Vendor bills. We desire to run a report for specific expense account. We have 2 memo fields. One that is on the top portion of the bill entering screen. That is the one we want to add to a report. There is also a memo field on the bottom half of the screen next to the GL Account. That field is on the reports we run, but not the other memo field. The two fields both appear to be called Memo, but can contain different data.

QuickBooks Enterprise Suite

MJoy_D

QuickBooks Team

You can customize the column to add the memo column on the report, @MichelleSCR.

If you’re referring to the Memo field below Terms you just have to customize the report after generating it.

Just go to the Display tab, go to Columns section and click on Memo to add in the report. Follow the steps below:

Generate the report and then go to Custom Report button.
Go to the Display tab and go to Columns and click Memo to add a check mark beside it.
Click on OK once you're done.

Check this report for more information: Customize reports in QuickBooks Desktop.

Keep me posted if there’s anything else that I can help with your reports by leaving a comment below. Take care and have a wonderful day!

M

MichelleSCRAuthor

Yes, I am wanting the Memo that is under the Terms.

We have already customized our reports to include the Memo Column. However that is showing the data in the Memo field that is between the Amount and Customer job fields in your screenshot. We have different data in those 2 fields.

Jen_D

Level 8

Glad to have you back, @MichelleSCR,

You can pull up a Transaction List by Vendor report to view expenses with Memos attached to them. This report pull the information from the field below the bill's Terms.

Here's how to generate the report:

Go to the Reports menu, then choose Vendors & Payables.
Select Transaction List by Vendor.
Review the Memo field for each transaction.
If you want to verify if a transaction has an attachment, double-click to open it.

I've included an article to help you modify reports: Customize reports in QuickBooks Desktop

If you need additional assistance, please leave a comment below. I'll be here to help you anytime. Have a wonderful day! Take care.

B

Bonner44

None of you are answering this question. When I run Income Statement and find an expense account i want to see details on - I double click the amount and it comes up with a report. It automatically has the memo in it that is part of the CHECK if that is it - or the Upper part on the Bill if it is a bill - - - BUT does NOT have the Memo that is down next to the expense account - - I cannot find how to add that.

HELP ME.

S

stevendupuisoil

Did you ever find a solution to this problem?

BettyJaneB

Level 9

Hi there, @stevendupuisoil.

I'd like to ensure that we're on the same page in getting this issue sorted out. I want to know if you've already performed the solutions shared by my colleagues above, together with its outcome. Any further details about this matter are much appreciated.

Please get back to me with some more information and we'll take it from there.

I'll be keeping an eye out to your response on this. Have a nice day!

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