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FWC
Level 1

Making Sure pinned or newer notes print first?

I know how to print the page with the notes by going to Print and printing the 'Customer Job & Information', but it is choosing to print older notes on top and since there are so many of them I cannot see the newer notes I need.

 

I have tried 'pinning' the note I need but it doesn't change it.  I am just seeing an old page of notes from 2016 when what i really need is the pinned note from 2018.  Is there a way to have it print newer notes at the top? and then it can cut off all the older ones, which is fine, I don't need them anyway.  I need them in that I need the record of them, which is why they are there, but when i print out the job sheet I need the new notes to print. 

3 Comments 3
JanyRoseB
QuickBooks Team

Making Sure pinned or newer notes print first?

Hello there, @FWC.

 

I'm glad you've reached out to us. I'm here to help and provide you an option on how to print your customer's newer notes in QuickBooks Desktop. 

 

When printing the Customer Job & Information, it will include all the customer's notes you've created. Currently, QuickBooks doesn't have an option to select the latest notes. What you can do is delete the older notes so you can only print the new one. 

 

Here's how you can delete customer's notes:

  1. At the top menu bar, click Employees.
  2. Go to the Employee Center
  3. Select the name of your customer.
  4. Click Notes.
  5. Right-click the note you want to delete, and select Delete Selected Note option. 
  6. Click Yes to confirm. 

I can see how this feature would be helpful for you, I'd recommend sending feedback directly to our product developers for consideration in future update. 

 

Here's how you can send feedback: 

  1. Click Help on the top menu bar.
  2. Click Send Feedback Online.
  3. Select Product Suggestions.
  4. Type in your feedback or feature request.
  5. Click Send Message.

If you need further assistance with the steps on how to print notes, I encourage you to contact our QuickBooks Desktop Support Team. They have additional tools to pull up your account and do a remote session. 

 

You can contact our support through this steps: 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select the version of QuickBooks, and click Contact Us.
  3. Type-in Technical Support on the search bar.
  4. And click Get the Phone number below. 

Please know that you're always welcome to post if you have other questions. We're always here to help. 

Phoenixici
Level 1

Making Sure pinned or newer notes print first?

I too would like to have new notes appear at the top of the list, instead of the bottom.  Has there been updated in Premier 2021 addition?

Rubielyn_J
QuickBooks Team

Making Sure pinned or newer notes print first?

Thanks for joining this thread, @Phoenixici. Let me provide an update about pinned notes in QuickBooks Desktop. 

 

The option to sorting new notes to appear at the top of the list instead of the bottom is currently unavailable in QuickBooks Desktop. 

 

I recognize how relevant this feature is to you and your business. Rest assured, our product engineers are continuously working and rolling out enhancements based on our customer's needs and requests. 

 

Meanwhile, I'll be adding this great Community resource in case you've got other QuickBooks concerns such as setting up payments, managing your income and expenses, running reports, etc. Please refer to this article for more details: Community help articles.

 

Get back here to this thread if you have more questions about managing notes in QuickBooks. I'll be around to assist you further. Take care and stay safe. 

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