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April 4, 2020
Question

Why doesnt the account quick report with heading memo/description only print the memo details but not the description details on the report?

  • April 4, 2020
  • 1 reply
  • 0 views
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1 reply

LieraMarie_A
Level 8
April 4, 2020

Hi there, @jarpac.


Currently, you won't be able to customize the Account Quickreport report to generate the memo and description details as well. As a workaround, you can utilize your Transaction List with Splits report. You can export an excel file for additional customization.

 

  1. Go to Reports.
  2. In the Find report by name field, enter 'Transaction List with Splits.'
  3. In the Group by drop-down arrow, select Account.
  4. Click Run Report.
  5. Select the Export icon. Then select Export to Excel.

The screenshot below show you the third to fifth step.

 

Once done, you can customize the report using the excel file. 

 

If you need further assistance, please comment down below. I'll be around to help. Keep safe.