Adding Non-Posting notes

charley-b · ‎March 29, 2022

What is the easiest way to add a non-posting, non-financial note on a single line in an estimate and invoice? I would like to add notes that do not tie to any accounts. I do not want to leave them in the memo field. I do not want to add them to the Statement note field. Is there a standard non-posting account in QuickBooks?

MadelynC · ‎March 29, 2022

I’ve got some information for you about adding non-posting notes to transactions, Charley.

Adding a non-posting or non-financial note to a transaction is a good idea. However, this isn’t possible in QuickBooks. No worries, you can use the Feedback option to send this matter straight to our Product Development team.

Here’s how:

Open QuickBooks.
Go to the Help menu.
Select Send Feedback Online.

If you'd like to add specific information to your invoices, check out this article for complete instructions: Use and customize form templates.

Moreover, QuickBooks offers ways to create a template for regular transactions and make customers' payments organized and connected from start to finish. For more details, see these resources:

If you have any other questions or concerns about managing your sales transactions, just let me know. I'm available here to help at any time. Always take care!

View solution in original post

JoesemM · ‎July 05, 2023

Great to see you here today, @Aaronnickell. I appreciate your time joining our forum and I'm here to help share steps on how to add your suggestions to the program.

The specific functionality that you're asking about isn't available at this time. However, I will forward this request to our product engineers, so that it is considered for future updates.

I can see how this feature would be useful. As a team with a massive roadmap, we have to pick new features based on the value they’ll add to the most users possible.

Here's how to get your feedback submitted:

Go to the Help menu and select Send Feedback Online.
Click Product Suggestion.
Choose a feedback type and product area on the QuickBooks Feedback window.
Enter your suggestion or feedback, name, and email address (optional).
Select the Send Feedback Online.

You can also visit our Transaction Workflows page for reference to find some helpful topics and discussions on managing your QuickBooks Desktop account.

Keep me posted if there's anything you need or if you want some features to be added to the program. I'm always here to help achieve your goal. Stay safe.

View solution in original post

MadelynC · ‎March 29, 2022

I’ve got some information for you about adding non-posting notes to transactions, Charley.

Adding a non-posting or non-financial note to a transaction is a good idea. However, this isn’t possible in QuickBooks. No worries, you can use the Feedback option to send this matter straight to our Product Development team.

Here’s how:

Open QuickBooks.
Go to the Help menu.
Select Send Feedback Online.

If you'd like to add specific information to your invoices, check out this article for complete instructions: Use and customize form templates.

Moreover, QuickBooks offers ways to create a template for regular transactions and make customers' payments organized and connected from start to finish. For more details, see these resources:

If you have any other questions or concerns about managing your sales transactions, just let me know. I'm available here to help at any time. Always take care!

charley-b · ‎March 31, 2022

I have made the suggestion. I hope that it gets added.

Aaronnickell · ‎July 05, 2023

We really need an option for this to be able to add notes on an estimate we send to customers. The pre-filled option is okay for clauses and generic greetings and salutations, but it's not really helpful when we need to add anything specific, which we do almost every time.

JoesemM · ‎July 05, 2023

Great to see you here today, @Aaronnickell. I appreciate your time joining our forum and I'm here to help share steps on how to add your suggestions to the program.

The specific functionality that you're asking about isn't available at this time. However, I will forward this request to our product engineers, so that it is considered for future updates.

I can see how this feature would be useful. As a team with a massive roadmap, we have to pick new features based on the value they’ll add to the most users possible.

Here's how to get your feedback submitted:

Go to the Help menu and select Send Feedback Online.
Click Product Suggestion.
Choose a feedback type and product area on the QuickBooks Feedback window.
Enter your suggestion or feedback, name, and email address (optional).
Select the Send Feedback Online.

You can also visit our Transaction Workflows page for reference to find some helpful topics and discussions on managing your QuickBooks Desktop account.

Keep me posted if there's anything you need or if you want some features to be added to the program. I'm always here to help achieve your goal. Stay safe.

BigRedConsulting · ‎July 05, 2023

@charley-b

RE: What is the easiest way to add a non-posting, non-financial note on a single line in an estimate and invoice?

There are several ways; you've identified a couple of them.

RE: I would like to add notes that do not tie to any accounts.

That's easy.

RE: I do not want to leave them in the memo field.

Well, you can add a note to the memo/description column in the table that is not posting and won't show up in report, though it will print. Is that what you mean by a memo field? There's also a way to make it not print, if printing is the issue.

RE: I do not want to add them to the Statement note field

I don't know what a "statement note" is? I don't see one on an Estimate or an Invoice.

RE: Is there a standard non-posting account in QuickBooks?

Only the special ones for PO's and Estimates, but they won't help you add notes. How would a non-posting account help?

You can add notes to transactions using the transaction Notes feature. It looks like this:

Does this do what you want? If not, what is missing that you need?

Aaronnickell · ‎July 05, 2023

Not exactly, but I appreciate the help. We do need it to print, but not something that goes in the "Customer Message" area, because it's a dropdown list of messages you can make and choose from, not a text box. We would need potentially each message to be different, reference each specific job the estimates are for.

BigRedConsulting · ‎July 05, 2023

RE: We do need it to print, but not something that goes in the "Customer Message" area, because it's a dropdown list of messages you can make and choose from, not a text box.

Right. OK, needs to print and not from a pick list.

RE: We would need potentially each message to be different, reference each specific job the estimates are for.

Why not use the Description column on the Invoice/Estimate table? Seems the perfect solution based on the needs you've stated...

Aaronnickell · ‎July 05, 2023

Oh of course! We didn't realize it would print without an item!

Thank you!

BigRedConsulting · ‎July 05, 2023

Yes, if you don't use an item, then the row is effectively non-posting as it will have no account.

BigRedConsulting · ‎July 05, 2023

@JoesemM

RE: The specific functionality that you're asking about isn't available at this time.

It is, and always has been.

BigRedConsulting · ‎July 05, 2023

@MadelynC

RE: Adding a non-posting or non-financial note to a transaction is a good idea. However, this isn’t possible in QuickBooks.

It is, and always has been. And there are at least two ways to do it. How is it that you don't know this? I do.

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