green mountian renegade
Level 1

Account management

Please add me to list of people who find the way Memo and Description work confusing and difficult to work with! I would like a consistent way to see either or both in any report. Some of the confusing ways it works - if you ADD a transaction from a bank feed it will automatically copy the Bank Detail into the Description, unless you add a Memo as you are adding it - in this case it will take your Memo note and copy it to the Description and overwrite the bank detail that would have normally been added - so now the Memo note you just added is in both the Memo and the Description. To make it more confusing there is a setting option on the Bank Feed (cog wheal) to automatically copy the Bank Detail into the Memo. I have no idea what happens if you add a Memo note and you have this option selected (i have not tested it). This is just the beginning of the confusion... it continues on with the reporting as described by previous posts. For such a simple but core function to be so badly conceived is a bit of a mystery to me.  After talking to my bookkeeper about it was clear if she want to see something she adds it to both and assumes that she will often have to open the transaction to see if there is note. What a waste of time! I would love to see someone on the development team take this up as their personal mission to rectify this function which every QB user relies on in some way! Thank you