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Level 1

Notes on customer file

We add notes to our customer files that we  need to show when we are creating an invoice for that customer.  As it stands now, some notes show and others do not. What controls which notes show?  It seems completely random.  These notes contain important information needed by the people creating the invoices.

7 Comments
Level 15

Re: Notes on customer file

On the Right side of creating Customer Transactions, you see the little pencil tip = takes you to their Notes.

 

Pinned Notes show in the top right corner of Customer Center. All notes show when you view the Notes tab.

 

Pleas see my attachment; I did not highlight the Pencil tip. Just look below the red circles, to find it.

Level 1

Re: Notes on customer file

 I tried clicking on the little pencil tip next to "Notes" in the create invoice screen, but no notes came up.  This was on a customer who definitely has notes on their customer file.

QuickBooks Team

Re: Notes on customer file

Hello there, toni1.


Thanks for coming back to the QuickBooks Community and for following the steps provided by @qbteachmt. I’m here to ensure you’ll be able to see the notes entered in the customer’s file.


While we haven’t received similar reports, let's try some new steps to resolve the issue. First, run the Verify and Rebuild Data utilities.


Verifying the data will check any damaged transactions or lists in your company file, and rebuilding it will resolve any problems detected in your account. For the detailed process, please follow these steps.


To verify the data:

 

  1. Choose Window and select Close All.
  2. Go to File at the top menu bar.
  3. Select Utilities.
  4. Click on Verify Data.

Once an error is found, you'll need to continue with rebuilding the data. Here's how:

 

  1. Go back to the File menu.
  2. Select Utilities.
  3. Click on Rebuild Data.
  4. Then you'll be prompted to create a backup copy of your company file.
  5.  Once you've done that, click on OK.

After following the resolution, you'll see the notes displayed on the customer's file.

 

Let me know how things go once you've tried the process. I'll get back to make sure you're taken care of. Have a great rest of your day.

 

 

Level 1

Re: Notes on customer file

Just to clarify, the Notes do appear on the customer file.  It's when we go into "create invoices" that we need the notes from the customer file to show.  Some do show, but others do not.  It seems random.  These notes need to show so that the person creating the invoice has information they need about the particular customer, such as special rates, mailing instructions, PO requirements.  Will the steps that you provided address this problem?  Just wanted to be sure before I try it.

QuickBooks Team

Re: Notes on customer file

Hello there, @toni1.

 

Allow me to step in and clarify your concern about notes on your customer file.

 

You have the option to add multiple notes to your customer's profile. However, only the pinned ones will show on your Invoice screen. As a suggestion, make sure that the note that has special rates, mailing instructions, PO requirements, and other important details is tagged as Pinned.

 

 

 

If the Pinned note isn't showing on the Invoice screen, you will have to perform the Verify and rebuild tool. That's the initial step we can try to resolve data issue in a company file.

 

Let me know how it goes or if you have additional questions. I'm always around to help you more. Have a wonderful day ahead.

Level 1

Re: Notes on customer file

So you can only have 1 pinned note in a customer file.  Is that correct?  If so, that's our problem.  Thanks for your help.

QuickBooks Team

Re: Notes on customer file

Thanks for getting back to us, toni1.

 

Yes, you can only pin one note in the customer information. I'd recommend sending feedback to our Product Development Team.

 

To send feedback, you can go to this link: https://quickbooks.intuit.com/commerce/common/fragments/feedback.jsp or follow these steps:

  1. Click the Help located at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.

All feedback goes to them, and every update in QuickBooks Online is based on the information provided by the customer.

 

Feel free to reach out to us if you have any other questions or concerns about QuickBooks. 

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