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FC-Install
Level 1

Customer:Job NOTES on report

Hello - I am trying to create a report to include the "notes" field for the Customer:Job

There is a field when I try to customize the report called "notes" but it is not the one I am looking for (not actually sure what field that is).
any help would be greatly appreciated - thanks
Using Desktop - Enterprise solutions 18.0

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1 Comment 1
Angelyn_T
QuickBooks Team

Customer:Job NOTES on report

Thank you for taking the time to reach out to us here on the Community page, @FC-Install.

 

The notes added under the Notes section on your customer:job transactions won't show up on the report. The good news is, you can add the notes on the Memo field so the details will reflect on the report.

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I understand the importance of this feature for you and your business, @FC-Install. I'll take note of this and pass along the information to our product engineers. This way, they'll know what our customer's needs and might consider the feature in the coming updates.

 

For additional reference about running and customizing reports in QuickBooks Desktop, read this article: Understand reports.

 

As always, feel free to check out our help articles in case you need tips and related links while working with QuickBooks in the future.

 

Reach out to me if there's anything you need assistance with. I'm always here to help. Have a good day!

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