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Hello, ploa9976.
I can provide some information about notes in the customer's profile.
Currently, notes that can be exported from QuickBooks Desktop to QuickBooks Online are only up to 4000 characters for Customers and Jobs. The feature to extend the number of the limit will be a great addition to the current features that we have.
I invite you to provide input to our developers so that this feature can be added to future releases. Rest assured, I'll do the same on my end.
Here's how:
Here's more information about moving your QuickBooks Desktop file to QuickBooks Online.
You can check out the following article for more information about the maximum characters for the Note Field in QuickBooks: Character limitations for fields in QuickBooks.
I'm always here if you need further help or information about the note field. Let me know by leaving a reply below. Have a wonderful day!
Is there a way to export customer notes from QB Desktop to another QB Desktop?
You can check the migration tool. It's one time license and you can use the same license for both company files.
https://get.transactionpro.com/qbd
Hi, @lwilkerson. I've got the information you need.
You'll be glad to know you can export customer notes from QuickBooks Desktop (QBDT) using the Customer Contact List report. On the other hand, if you import the data to the other company, you'll need to use a migration tool, as mentioned by 4Gal.
To export customer notes:
Now, you can import this to another company or QBDT using a third-party app migration tool.
Additionally, if you need to transfer lists from the old company file to a new data file, please refer to this article: Export lists from the old company file into a new one.
I'll be glad to assist you further regarding exporting customer notes. I'm always here to back you up. Best wishes!
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