![]() ![]() More about importing and exporting files in QuickBooks Desktop can be found in this article: Import or export MS Excel files. To open the report in Excel, you can also select Export. If you want to format the data a specific way, select Advanced. ![]() Keep in mind, this overwrites the existing workbook. Select Browse and then find the workbook on your computer. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. To create a new Excel workbook, select Create New Worksheet.You can also select Print or Email to save the report as a PDF. Find and open each report mentioned above.In QuickBooks, go to the Reports menu and select Reports Center.This way you can merge the two reports and pick the information you want to show. You can export both reports (Transaction List by Customer and Sales by Item Detail) to Excel. However, I've got an alternative way to achieve your goal. Moving on to your question, the Memo field is not visible on Sales by Item Detail report. I appreciate the details you added as this will help me better understand your needs. It's my pleasure to continue to assist you today, Hiroki. You can always visit the Community if there's anything else that you need. Open this article for the detailed steps: Create, access, and modify memorized reports. In case you want to access your custom reports easily in the future, you can save them. Click the Display and Filters tab, and select Memo from the Transaction Type drop-down list.įor more details on how to customize your reports in QuickBooks, refer to this article: Customize reports in QuickBooks Desktop.Click the Customize Report button located in the upper left-hand corner.Select Customers & Receivables, and click Transaction List by Customer.This report will also show all the sales transactions that you've created in QuickBooks. You can pull up the Transaction List by Customer report. Thanks for sharing detailed information about your concern, I'm here to share another report that will show the Memo details.
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