Reports - Memo Field - Filter

I know a way how we can filter memo fields on your reports, TEBlack. Let me help you in getting things sorted out.

In QuickBooks Desktop, we're able to customize and filter these memo fields generally on your reports. Adding specific data will help you ensure you've reviewed the transaction associated with it. To do that:

1. Open your QuickBooks Desktop company.
2. Click Reports from the menu bar and choose the specific report you want to review.
3. Edit its Date and other information. Then, click Customize Report.
4. On the Modify report window, select the Filters tab and enter Memo.
5. Under the Memo description box, enter Personal - Pest or Personal.
6. Once done, select OK.

I've also added screenshots for reference.

Moreover, I'm sharing this reference to guide you on how to add specific details and data when running reports: Customize reports in QuickBooks Desktop.

Keep us posted in the comments below if you require additional assistance running reports in QuickBooks Desktop. We're always here to help you anytime. Have a good one!

I have tried that and it does not show any transactions.  Maybe the Memo field is not the correct memo field I'm looking at, or maybe I need to do a different report.  See the attached files.

Hi there, @TEBlack. Let me provide other ways to filter to let the Memo field appear on your report in QuickBooks Desktop.

1. Let's open the Profit and loss by detail to view the item. 
2. Next, we can click the customize button and click the Filter section. 
3. Once done, type the Memo from the Search filter.
4. Then type the item memo to let the details show on the report
5. Lastly, press the OK button on your keyboard.

I've also tried setting up the items you mention above, please see the results below:

That's the easiest way to view the details in the Memo field.

Suppose you have to adjust your product's quantity or total value in QBDT to keep your inventory status accurate. In that case, you can visit this link: Adjust your inventory quantity or value in QuickBooks Desktop.

Let me know if you still have other concerns with managing your reports. I'll be around to help. 

I can get the memo field on the report. I want to only display lines that have a value of "personal" or a form of "personal" in the Memo Field.

So, getting back to this issue again.  I'm running the "Check Detail" report.  I have a transaction in that report every month for "Citicards".  These are credit card purchases that I generate a check for.  The account I use is "Miscellaneous Expense", and then I add a Memo of "Personal - ?????".  I want to list only those checks to "Citicards", that has a Memo value that contains "Personal -".  I can get the "Citicards" transactions, but when I add a filter for the Memo field the report goes blank.  If I remove the filter for the Memo field I get all the info for that Check.  I want this report, with the subtotals by Month, but only want these certain transactions to list that are circled in "RED"

@Jelayca V - so this works, but does not summarize by month, is that possible?  It just list the transactions all together, would like a subtotal by month.

@Jelayca V  - I found the total option I was looking for.  Thanks for the help with this.  Greatly appreciate it.

You're always welcome, @TEBlack.

I'm thrilled to hear that you found the total option you were looking for and that my colleague's assistance was helpful. Your appreciation means a lot to us, and we're always here to support you whenever you need. 

We appreciate your kind words. Have a fantastic day!