Is there a way to export notes from QB Desktop to QB Online?

Use TP Exporter for Desktop and TP Importer for Online.

https://get.transactionpro.com/qbo

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:

1. Select Send Feedback Online from the Help menu.
2. Click the Product Suggestion from the drop-down menu.
3. Fill out the on-screen instructions in the QuickBooks Feedback window.
4. After that, click Send Feedback.

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?

@lwilkerson 

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:
 

1. On your home page, go to Reports.
2. Click Customers & Receivables, then select Customer Contact List.
3. Hover to Customize Report, and enter Note in the Display column search bar. 
4. Click Notes and Note.
5. Tick the Excel dropdown and select Create New Worksheet.
6. Hit Export. 
   
   

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!

I have the same problem,  Had many customer note on desk top,  and a very small portion of the notes transferred over to online,   HELP!   I called support:    Did not get a good answer or solution.

Hi there.

Thank you for joining this thread. I appreciate the details you provided about the customer notes in QuickBooks Desktop (QBDT), and I will happily direct you to the team best suited to assist with your concerns.

As my colleague mentioned above, there is a limitation of 4000 characters for exports in QuickBooks Online. Since the issue persists despite contacting our support team, I recommend reaching out to our QuickBooks Desktop support team again. They have the tools necessary to review your account and ensure that the notes are counted correctly.

Here's how:

1. Log in to your QuickBooks Desktop company file.
2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
3. Enter the question, keyword, or topic you need help with.

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. 

Feel free to reach out if you need any more assistance or details about the note field. Just reply below, and I'll be here to help. Wishing you a good day ahead.

@712797 

Which QB Desktop year version do you have?