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A
adl
January 7, 2019
Solved

item notes disappear

  • January 7, 2019
  • 3 replies
  • 5 views

I enter notes in my items, save and they disappear. Repeat, several times, gone. Once in a while they actually save. This is very frustrating and a time waster. I was advised by the QB Chat person to change all my users and run a verify/rebuild. I have done the verify/rebuild, problem before and after the verify/rebuild. Note: verify/rebuild was all good. I cannot change my users, that is just nonfunctional. Is this a software glitch or is there a fix?

    Best answer by Lori Lamont

    What is the work around you found? These are not Inventory items, but other non-inventory etc items. I have QBES, hopefully will also work.


    The items that I have in my system that I wanted the Notes for are non-inventory items - but I have created "Custom Fields" - and on the items listing screen, I can customize the columns to show up.  I am not sure how many Custom Fields that you can create - but for my use, it's just a quick note on the location of my item, so it ends up working out good for us.  

     

    I hope this helps for your application.  Have a Great Day.

    3 replies

    R
    RaymondJayOQuickBooks Team
    QuickBooks Team
    January 7, 2019

    Hi there, @adl, 

     

    Thanks for letting me know the steps you’ve tried to help resolve your item notes concern.

     

    I’ll share some information about saving item notes in QuickBooks Desktop (QBDT) Enterprise.

     

    When you save notes to an item, it will automatically save to the Notes section on the Inventory Center. Here’s how to check the item notes:

     

    1.    Go to the Inventory menu at the top.
    2.    Select Inventory Center.
    3.    Select the inventory item.
    4.    Click the Notes section at the bottom and the notes will appear.

     

    Please refer to the screenshot below to guide you through the steps. 

     

     

    If you want to show the item notes when editing the item on the Item List, I’d suggest sending feedback to our Product Development Team. Let’s share with our engineers to help them implement this feature into future updates.  Here’s how:


    1.    Go to the Help menu at the top.
    2.    Select Send Feedback Online.
    3.    Choose Product Suggestion.
    4.    Click the Product Area drop-down.
    5.    Input your suggestion.
    6.    Click Send Feedback.


    Your suggestion would be a great help to make entering and saving item notes better in QuickBooks Desktop.


    If I can be of further assistance, I'm just a post away. I'm always here to help. Have a wonderful day, @adl!

    A
    adlAuthor
    January 7, 2019

    Thank you for the information. The items are not Inventory type items. They are Non-Inventory, Other Charges and Service. We do not use the inventory feature, so do not have that in the top menu.

    A
    Anonymous
    January 8, 2019

    Good day, adl,

     

    Thanks for getting in touch with us today and allowing us to give you a hand.

     

    First, let's make sure your QuickBooks version is updated the its latest release. This way you're able to download the latest updates and bug fixes available for the program to function as design. Also, please be reminded to create a back up copy of your company file before doing any troubleshooting steps to avoid any accidental data loss.

     

    Secondly, missing entries or list elements are sometimes caused by damaged lists. The damage, however, can often be repaired by re-sorting which puts a list back to its default order. Let me walk you through the process:

    1. Go to the Lists tab.
    2. Select Item List.
    3. Choose the Item button below.
    4. Click on Re-sort List.

    After re-sorting the list, try checking if it is now saving the notes normally. If not, we can try merging the affected items. Here's how:

    1. Go to the Lists tab and choose Items.
    2. When merging the items, make sure they are of the same type.
    3. Hold the Control (CTRL) key and select the damaged item.
    4. Select Edit Item.
    5. Add an asterisk (*) to the name of the item, then select Cancel.
    6. Hold the Control key, then select any item.
    7. Select New Item.
    8. Choose the appropriate type, then enter the original name of the problem item.

    9. Select Ok.

    10. Hold the Control key again, then select the original item.
    11. Choose Edit Item.
    12. Remove the asterisk (*) from the item name and select OK.
    13. Select Yes to merge the two items.

    That should help you circumvent the hurdle your getting with saving your item notes. If you have any questions about the process, please feel free to let me know by mentioning me anytime. Have a good one!

    X
    xm38q2btec95g4
    April 21, 2021

    Same problem - this morning - April 21, 2021. Sometimes notes are saved, sometimes not.

      AlexV
      AlexV
      Level 10
      April 21, 2021

      Hello xm38q2btec95g4!

       

      Those who joined this thread are using different versions of QuickBooks. Let me show you how to fix missing notes in both QuickBooks Desktop and QuickBooks Self-Employed.

       

      For QuickBooks Desktop, this could due to data integrity issues. Let's run the rebuild tool to fix it. Before that, make sure that you're using the updated version.

       

      Then, you may follow these steps:

      1. From the File menu, go to Utilities and choose Rebuild Data.
      2. Select OK if you receive a prompt to back up your company file.
      3. Tap OK again when you get the Rebuild has completed message.
      4. Go back to the File menu, Utilities, and select Verify Data.
      5. Click OK or Rebuild Now.

       

      You can also check the detailed steps here for more info on how to use this tool: Resolving Potential Data Issues.

       

      For QuickBooks Self-Employed, please note that its performance also depends on the browser. You'll want to use an incognito window and check it from there. Here are some of the shortcut keys:

      • Google Chrome: Ctrl + Shift + N
      • Safari 11 or newer: ⌘ + Shift + N
      • Mozilla Firefox: Ctrl + Shift + P
      • Microsoft Edge: Ctrl + Shift + P 

       

      Private browsing/incognito won't save site data that causes errors. We can also clear the cache to fix browser problems caused by these temporary or junk files. 

       

      Lastly, make sure you're using an up-to-date browser. Older versions can result in unusual behaviors too.

       

      For more references in using QuickBooks, you may visit this link: View all articles.

       

      Don't hesitate to post again if you have other questions. I'll be here to help you.

      H
      Havird
      December 16, 2021

      Why are you saying to rebuild the system because in my Quickbooks Enterprise that does not work at all the new notes and the notes buttons are still the same and never change. New notes are only on inventory parts and inventory assemblies. The notes button that does work is only in an item that is for service like repairs to a PCB board and those notes stay once they are typed in. Just the new notes button disappears after typing in the field. Why is that and how do I change it?

       

      Katherine Havird

      H
      Havird
      December 16, 2021

      My problem is almost the same as your except for this: In my QuickBooks Enterprise Solutions: Manufacturing and Wholesale 22.0 I have two different types of notes. The first one show up in my Service items and if we use the note field to the right of the screen our notes can be dated stamped and the note stays for everyone to see when the was an increase on this service. But when we go to Inventory parts or Inventory Assemblies the notes button changed it now show as new notes and if you type in that field and click okay the notes disappears every time you try it. My question is this: How do I change the button in our inventory parts and inventory assemblies to be just notes and not new notes? Please help me to figure out how to change this button. Screen shots in my attachment. I just want to know why there is a difference and how do I make them both to just have the "notes" button instead of "new notes"?

       

      Katherine Havird

       

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