Am I able to get the Notepad notes on the Sales Order transaction on the Open Sales order report

Hi @beth1026,

I'm here to provide insight into your query on the notes of a sales order transaction.

Whenever you run the Open Sales Order report, you can double-click on any given sales order transaction. Once open, click the Transaction tab on the right-hand side to have access to the Notes of that specific transaction.

Repeat the instructions above for all other sales order transactions you need to have the notes accessed. 

In case you encounter an issue with your sales orders that are marked as closed in error, see this article for troubleshooting steps: Some Sales Orders or Estimates may be incorrectly marked as closed. 

Feel free to place a comment below if you have other questions in mind. I'll get back to you as soon as I can. 

So, I cannot get the notes onto the report? Correct?

Thanks for the reply, @beth1026.

You can only add Notes to each transaction and have a column in the Report to show that information. I've provided the steps below on how to add the Notes column to your Report:

1. Open the Open Sales Orders by Item Report.
2. Click on the Customize Report button at the top of the Report.
3. In the Display tab, type Notes in the Search Columns and place a check-mark to add.
4. Hit OK.

Now you have a column in your Report to show the Notes of each transaction.

If you need further assistance, please let me know! I'm always here to help you in any way that I can. Have a great rest of your week.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

I am looking to add the notes from the transaction that is entered on the actual sales order in the Note/Notepad,

Hello there, @beth1026.

I'm here to share details about adding notes from the actual sales order in the note/notepad. This way, you'll be able to determine where you can save and monitor your transaction information.

You can add notes by opening each of your sales order transaction. Then, you'll have to go to the Transaction tab. From there, you can access the Notepad window where you can enter your notes.

Additionally, you're unable to view your notes directly from the Open Sales Order report. However, you can manually open each sales order transaction to view them in the notepad.

Moreover, you'll have to convert your sales order transaction to an invoice to track of your accounts receivable. For the complete details, kindly refer to this article: Create an invoice in QuickBooks Desktop.

Please let me know if you have other concerns. I'm just around to help.

Yes, i know how to add the notepad note on the sales order.  I would like it to carry over and show on the Open Sales order report.

Beth

Welcome back to the Community, @beth1026.

The functionality to carry the notes entered on the Sales Order to the Open Sales Order Report is currently unavailable. The notes will only show when you run the Customer Contact List Report since the source is based on the customer.

QuickBooks uses a concept called Source and Targets to apply accounting principles and processes, like recording transactions and displaying reports. When running a report, QuickBooks looks at individual transaction lines. 

If a line matches the report set, the line is added to the report. This is why the information written in the Notes field doesn’t automatically carry to the Open Sales Order Report.

Check out the Understand reports guide for more insights about building reports and detailed information about Source and Target.

Keep me posted if you have any clarifications or questions about the product. I’m more than happy to answer them for you. Have a good one.