I'm searching for information on how to populate the Description Memo field with the Product/Service code description when an invoice is imported from Buildertrend to QBO

QuickBooks relies on the information it receives from third-party apps, Cathie.

The Memo/Description field appears blank in your Transaction Detail report because Buildertrend doesn’t automatically include Product/Service code descriptions during data synchronization.

Please note that in QuickBooks, Product/Service codes (like SKUs) and item descriptions are stored in separate fields, so they won’t populate each other automatically.

To ensure this information transfers correctly, I recommend contacting Buildertrend’s support team. They can help you configure your settings, ensuring the necessary information is populated in the appropriate fields.

In the meantime, you can manually add the missing information to the affected invoices to keep your reports accurate. You can open the transaction directly from the report and make edits right there.

Feel free to revisit this thread if you have additional questions or need further clarification.