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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
Buildertrend does not fill in the Memo Description when the code is listed in the Product/Service Field. When the Transaction detail report is ran, the memo description field shows blank. Any help on how to fix?
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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.
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Hello ArnoldJohn_C,
I have already contacted them. Thank you. The rest has been mapped.
My issue is the company runs the transaction report off the memo field for sort detail.
I'm forced to reenter each invoice to populate out the field. Kind of defeats the purpose of things.
Lucky me.
Thank you for your response
Cathie Merry