I appreciate you for posting your concerns here, cozybinstore. Allow me to provide a workaround for adding notes to monthly revenues within QuickBooks Self-Employed.
The first thing to do is to categorize all transactions into income or revenue. This will help the QuickBooks Self-Employed identify your income for the month. Second, create a tag to help you track your sales and expenses into deeper insights.
Here's how:
- Go to Settings ⚙ and select Manage Tags.
![a1.png a1.png](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/97489i0B6443E0C2D64375/image-size/large?v=v2&px=999)
- Press the Create New Tags.
- Enter Tag Name. Example: Bad Weather.
![a2.png a2.png](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/97490iC0036D8B20250D5F/image-size/large?v=v2&px=999)
- Choose the Ungroup option then a color.
- Once done Save.
After that, Run a Profit and Loss report filter for monthly. Once done, Add the newly created tag to the report.
![a3.png a3.png](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/97491i7ACB1B7811EE1209/image-size/large?v=v2&px=999)
Furthermore, the result will show up like this:
![a4.png a4.png](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/97492i695F740675F1CA4B/image-size/large?v=v2&px=999)
If you need a convenient way to track or add notes of your monthly revenue, you can submit feedback to our developer and discuss your preferred feature. Our developer will look into it and they might them on the next program update. Visit this link: Submit your feedback.
Here's how:
- Select Assistant in the upper right corner.
- Type in Feedback, then click Enter.
- Follow the prompts to submit feedback.
Please know that you're always welcome to post a response in this thread if you have any other questions about your QBSE account. I'll be happy to help you some more. Stay safe!