@ShiellaGraceA wrote:
Hi cconnelly,
The option to separate the Memo and Description columns are unavailable. You'll want to export the report to Excel and separate them manually.
To do it:
- In the report, click the Export icon beside the Print icon.
- Choose Export to Excel.
- In the Excel spreadsheet manually separate the memo and description.
The details are found in this article: How to export reports to Excel.
If you need further assistance, please don't hesitate to reach out to us anytime.
This is one of the most unhelpful answers that QuickBooks can give - we can do all of our accounting and report-building manually in Excel, but we're using QuickBooks to avoid that inefficiency. I don't understand why the program has two different fields with two different labels that it then considers to be interchangeable when pulling reports, and which it also mislabels in its report customization tool.
I know this isn't an issue that QB programmers are simply unable to sort out, because it's not how QB reports worked in earlier versions. One of my monthly processes was built around pulling reports based on information added to the Memo (NOT the Description), and I had to rework that process when this "upgrade" was added several years ago.
Please add my vote to those asking for this feature to be re-implemented.
