Account management

Thanks for following up with the Community, joecool64.
 

If you're using an Essentials, Plus, or Advanced plan, you can run a Transaction Detail by Account report to get the information you're looking for. 
 

Here's how:

1. In your left navigation bar, go to Reports.
2. Enter "Transaction Detail by Account" in the Find report by name search field.
3. Choose Transaction Detail by Account.
4. Input a Report period.
5. Select Run report.
   

Now you'll have a report showing details for transactions in your checking account. A MEMO/DESCRIPTION field will automatically be included on it without having to customize anything. You can still use the Customize button to make any necessary customizations to your document.
 

In the event you're not using one of our above-mentioned plans and would like to upgrade, you can do so anytime:

1. Use your Gear (⚙️) icon and go to Account and settings.
2. Open the Billing & Subscription tab.
3. Click Upgrade your plan.
4. Pick a plan, hit Choose plan, then press Get started.
   

I've included a few resources about working with reports that may come in handy moving forward:

• Reports included in your subscription
• Customize reports
• Export reports, lists, & other data
   

I'll be here to help if there's any questions. Have a good day!