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F
fandsinvestment
December 19, 2023
Question

Why can't you see memo in bill pay?

  • December 19, 2023
  • 1 reply
  • 21 views
So I can identify each bill

    1 reply

    K
    KimberlySModerator
    Moderator
    December 19, 2023

    Hello there, fandsinvestment.

     

    Let me share information to help you identify your transactions easily using the memo.

     

    In QuickBooks Online, the memo field is transaction-based. If you want to display the entered memo, add it in the description field when creating a bill. Let me guide you on how.

     

    1. Click on the +New button.
    2. Select Bill and fill in all the necessary information.
    3. Add an item to the Category details section.
    4. On the Description column, paste/enter the memo.
    5. Once done, click on Save and close.

     

    Moreover, I'm adding these articles to help you run and customize a report to have an overview of the different aspects of your business:

     

     

    You're always welcome to visit the Community page if you have additional questions when managing your bills and payments or other related concerns in QuickBooks Online. We're always here to assist you.

    F
    fandsinvestmentAuthor
    December 19, 2023

    I understand what you said. But it will not show up when you go to pay a bill in Pay bills. It only shows Payee - Ref No - Due date - Open balance. I'm having to also copy memo to the ref no. But it is limited on space.

    This comes up for me with multiple bills due at same time and same vender (property tax).

    We like to group several bills together on one check.

    Some here just want to make checks and not to use bill pay because this limitation.

    I have tried to go straight to the vendor account. But have the same problem.

    J
    JanbonNQuickBooks Team
    QuickBooks Team
    December 19, 2023

    Thanks for the prompt response, @fandsinvestment. I understand the importance of tracking your transactions easily.

     

    The memo column in the pay bills page is currently unavailable to QuickBooks Online (QBO). I understand the limited space the Ref. No. column offers. Please continue using this workaround at the moment.

     

    To request the memo column feature, please provide your valuable feedback to our product developers. This will help us improve our services and improve your QBO experience. Here's how:

     

    1. Go to the Gear icon.
    2. Under the Profile column, select Feedback.
    3. Enter your suggestions.
    4. Click Next.
    5. Choose Feedback for the category.
    6. Click Send.

     

    Our developers will review and consider your feedback based on the requests received. You can track your submitted feature request and view the most recent QuickBooks updates on our Feedback forum page.

     

    In addition, here is an article on how to get a snapshot of your business: Run reports in QuickBooks Online.

     

    Please let me know if you have any further concerns about paying your bills. I will get back to you soon to offer further assistance. Have a good day.

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