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ropemckenna-gmai
Level 1

Can you filter vat detail report by memo/description. If you export to excel it does not split the invoice (Bill) as you entered it in order to filter it in excel.

Need this to check my GP% and vat returns. QB 2001 carried this out effortlessly and find it incredulous that there is no filter option on the vat detail report in QBO for the memo/desc column. Is There any fix for this?.
1 Comment 1
Mark_R
QuickBooks Team

Can you filter vat detail report by memo/description. If you export to excel it does not split the invoice (Bill) as you entered it in order to filter it in excel.

Hi there, @ropemckenna-gmai.

 

At this time, the option the filter the VAT Detail report by Memo/Description isn't available. As a workaround, you can consider exporting it to an Excel file and manually filter the data from there.

 

I understand that filtering the VAT Detail report by Memo/Description inside QuickBooks will help review your GP% and VAT returns easily. For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, you can go to the Gear icon and select Feedback.

 

You might also want to visit our feedback forum to check the recent updates made in QuickBooks.

 

I'm also adding this article to know the recent VAT features update: VAT Update FAQ.

 

Should you need any assistance running reports in QuickBooks Online (QBO), I'm available here to help any time!