Steps to Quickly Add Memo Filters in QuickBooks Reports

Do you want to learn about reports and memos in QuickBooks software and how to add memo filters? Keep following the blog to learn about these topics in detail. There are various types of QuickBooks reports and transactions that serve different purposes in the software. They display different kinds of details and information related to the company. Now, these records contain a large amount of data. If you want to find particular information in the report, then you can add filters to it. These filters will help you provide the exact and accurate information that you are looking for. The memo is used in QuickBooks to provide additional detail in the reports. It helps the user understand the reports and their information quickly and in detail. Let us explore the memo filter in QuickBooks in the blog more.

If you need verbal instructions from a QuickBooks software professional to explore extensive information, then dial +1(800) 780-3064 and let an expert guide you throughout the process.

Step-by-Step Guide to Add a Memo Filter in QB Report

Memos in QuickBooks make the resorts more comprehensive and understandable. Let us explain how to quickly add a memo filter to your QuickBooks report.

Add memo filter:

Follow the steps to enable the memo filter in QuickBooks:

1. Navigate to the Profit and Loss by detail option, and click on it.
2. Then, click on the Customize option.
3. After that, you must see the Filter field and click on it.
4. After clicking it, you will see a search box. Type Memo in this search box.
5. Now, hit the OK button.

Another Technique to Add a Memo to the QB Report

If the above method did not work on your software, then this approach will help you add a memo to the QuickBooks report. For this, you can use the transaction list by customer option. This option will additionally allow you to view all the sales transactions you created in the QuickBooks software.

1. You will see an option- Report, in the top menu. Click on this option.
2. Now, hit the Customers & Receivables option.
3. After that, select the Transaction List by Customer option.
4. Go to the Display and Filters tab.
5.  Hit the Transaction Type.
6. Now select the Display and Filters tab from the list that you get.
7. Select the OK button.
8. Then, make changes to the date by clicking the Data field.
9. After the above steps are successfully complete, hit the Refresh button to allow all the changes you just made.

To learn How to make the memo visible on QuickBooks, you can perform resolution techniques like switching to the classic view, creating tags, etc.

The blog provides all the essential information regarding the QuickBooks memo and memo filter. With the help of this blog, readers get to explore two different techniques that are useful in adding a memo to reports in QuickBooks software. If you have any doubts or confusion, then dial +1(800) 780-3064 and contact the QuickBooks professional. These professionals with years of experience will assist you by providing customized and accurate solutions.

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