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hbathini-tekion-
Level 1

How to generate report of Internal customer notes (hidden)

how can i customize in reports?
1 Comment 1
JaeAnnC
QuickBooks Team

How to generate report of Internal customer notes (hidden)

I'll share information about customizing reports showing the internal customer notes in QuickBooks Online (QBO), hbathini.

 

Currently, we're unable to customize a report in QBO to display the Internal customer notes (hidden) on invoices. As a workaround, I recommend exporting your report to Excel so you can have the flexibility to incorporate this information into your report.

 

To do that:

 

  1. Go to Reports and search for Invoice List or Transaction List by Customer.
  2. Customize the report as needed.
  3. Click the export icon dropdown, then select Export to Excel.

 

Learn more by reading this article: Export your reports to Excel from QuickBooks Online.

 

Additionally, it's a good idea to save your current report customization settings for easy access in the future.

 

Let me know in the comments below if there's anything else we can help with generating reports in QBO. The Community team is active 24/7 to lend you a helping hand. Take care and have a good one.

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