How to Make the Memo Visible on Quickbooks

QuickBooks allows you to add a memo on checks and customer statements. A memo can help to explain, describe or add relevant information regarding a check or statement to a customer. For example, you can add a description of your company's net terms on a customer's statement. Write a memo in the Memo field of the relevant document's Settings window to make it visible. The memo is visible when your preview the document or print it.

Instructions

Checks

1. Launch QuickBooks, then click the "Home" icon in the upper left corner of the window.

2. Click the "Write Checks" icon in the Banking section area at the lower right corner of the window. The Write Checks window opens.

3. Fill out the required information for the check. For example, enter the check number, date and the check amount in the appropriate fields.

4. Enter the memo that you want to add to the check in the Memo area. Click the "Save and Close" button.

5. Click the "Home" icon again, then click the "Print Checks" icon from the Banking Section area of the window. Select the check with the memo that you want to print, then click the "OK" button. Click "Print" to print the check. The memo will be clearly visible on the check.

Statements

1. Click "Customers" from the menu bar, then select "Create Invoices" from the drop-down menu.

2. Click the "Template" drop-down box, then select the template you want to use to create the invoice.

3. Click the "Customer" drop-down box, then select the customer from the list.

4. Enter the relevant invoice details, such as the items that you sold to the customer. Enter a memo in the "Memo" field, then click the "Save and Close" button.

5. Click "Customers" again in the menu bar, then select "Create Statements." Click the "Statement Date" box, then select the statement date from the pop-up calendar.

6. Click the "One Customer" check box under "Select Customers," then select the customer from the list. Click the "Preview" button to view the statement, then click the "Print" button to print it. The memo from the customer's invoice from the selected date prints on the statement.

References

• QuickBooks 2010 Solutions Guide: Laura Madeira