Item Notes Disappear (Enterprise Solutions-Mfg and Wholesale)

Good day, @safoglio.

Can you share with me which section of QuickBooks Desktop you're trying to save the note for non-inventory items? I'd also appreciate it if you can add more details about the concern and share a screenshot with us. 

Please add your details to this thread and I'll be more than happy to help you back. Have a good one.

List>>select an item>>Edit Item (see the Scree shot attached) 

The notepad is where we add information needed for this particular item. 

These notes often disappear after saved causing a lot of confusion and frustration. 

Thanks for providing a screenshot and adding clarification, @safoglio. I know some cause by the disappearing QuickBooks Desktop (QBDT) notes in your list item. Let me share some troubleshooting to fix the issue.

Once you have entered the necessary information in the notepad and clicked OK, a dialog box asking if you want to save the changes should appear. To keep the notes, click the  OK button in this dialog box.

See the screenshot below for your reference. 

If you've done these steps and the issue persists, you'll want to ensure your QuickBooks Desktop (QBDT) is updated to the latest release. This way, we can guarantee the program runs with the newest fixes and patches. I'll show you how.

1. Go to the Help menu, and select Update QuickBooks Desktop.
2. Select the Update Now tab. 
3. Click Get Updates to start the download.
4. When the download finishes, restart QuickBooks.
5. Then accept the option to install the new release when prompted.

Refer to this link for more details: Update QuickBooks Desktop to the latest release.

If this issue persists, I suggest downloading our QuickBooks Tool Hub and running the Quick Fix My File to fix this issue. You can refer to the steps outlined in this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

If you want to learn how to track your inventory at different locations, refer to the steps outlined in this article: Set up Advanced Inventory.

You can always get back to me if you have any other concerns about inventories in QBDT. I'll be around to help you anytime!

I just updated our company to the 2024 Quickbooks Enterprise - Manufacturing and Wholesale yesterday.  I have an employee who would like to start utilizing the Notepad feature within the inventory items.  She has commented to me that these notes are not saving.  I tried to add a note from my admin user profile and it is not saving.  Any suggestions?  Is there a known glitch with this feature?

There have been no reported cases similar to yours, Whaley.

Data damage may have caused unexpected behavior in QuickBooks Desktop (QBDT), leading to not saving the notes within the inventory items. To address this issue, we will follow a series of troubleshooting steps to verify and rebuild your company file. These recommended actions are specifically designed to help you resolve common problems in QuickBooks. 

Let me guide you through the steps:

Verify data (scan company file for errors or data damage)

1. Close all windows by going to Window and selecting Close All.
2. Navigate to the File menu and select Utilities. 
3. Select Verify Data. If you see:
   a. QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
   b. An error message—search for it on our QuickBooks Desktop support site for how to fix it.
   c. Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

For detailed steps on rebuilding your company data, I recommend referring to this article: Verify and Rebuild Data in QuickBooks Desktop. It provides comprehensive instructions on how to perform the process to ensure the integrity of your company data in QuickBooks.

Additionally, you might find it helpful to explore the following articles for further guidance on managing inventory in QuickBooks Desktop:

• Adjust your inventory quantity or value in QuickBooks Desktop.
• Balance Sheet and Inventory/Stock Valuation reports show different amounts for the Inventory Asset a....

If you require additional inquiries regarding managing inventory, reply to this thread. I'll be available to provide support. 

We have a similar issue with Item Notes. I have Admin privileges, and the Notes work fine for me. But for other people with lesser privileges the notes act strange. They can enter a new note, but when selecting a different Item the note from the previous Item remains. The only way to see the note for the new Item is to close the Inventory Center and reopen it. Each time. I suspect there may be some permission they need, but which one? Tracking sown permissions for things like this is very difficult. We have QuickBooks Enterprise desktop 23.0. A verify and rebuild was done a week ago. There were few errors for the rebuild to fix.

Effective management of inventory and configuring user roles are essential for optimizing the functionality of QuickBooks Desktop. Let's explore some different avenues to overcome this challenge, Chuck S.
 

If the issue pertains to user roles, you can modify and configure these roles to better align with those that have the permissions necessary to add notes to item lists. This adjustment will ensure that the right users have access to perform this function effectively.
 

You can follow these steps to edit users role:

1. Go to Company
2. Hover to Users then select Setup Users and Roles.
3. Then select the users then hit Edit. 
   
4. Choose role in the Available Roles and click Add button to add the role into Assigned Roles box.
   (Every role available have description below to know what privileges they can do)
   I recommend the Inventory role for tasks related to inventory management, or the External Accountant role, as it has permissions equivalent to those of the admin.
   
   
5. Click OK.
    

Also given that you have already verified and rebuilt the system to address this issue, I strongly recommend upgrading your QuickBooks Desktop to the latest version. Updating to the most recent version can significantly enhance your inventory management experience, particularly in terms of the functionality for adding item notes.
 

Moreover, if the problem persists, I recommend using the QuickBooks Tool Hub. This comprehensive utility offers various tools designed to troubleshoot and resolve common issues encountered in QuickBooks Desktop. It can ultimately streamline your troubleshooting efforts and enhance your overall software experience. Here’s a guide on how to download and install the QuickBooks Desktop Tool Hub; please follow steps 1 and 2 in the article.

Additionally, you can check how to set up landed cost in QuickBooks Desktop, landed cost helps you track the true cost of your products by including extra expenses like shipping, customs, and insurance. Once set up, you can see the total cost for any inventory item you receive, giving you a clearer picture of your actual expenses.

I've included these article that may help you in the future: Use item categories in QuickBooks Desktop Enterprise.

We're here to assist you enhance your inventory management, making it more efficient and informative Chuck S. Don't hesitate to ask if you have any additional questions – we're always here to help.

I know how to edit Roles. The problem is that I don't see any Activity named Item Notes. Which of the Activities listed in the Edit Role window controls Item Notes? Knowing that is the key.

Good afternoon, @Chuck S. 

Thanks for reaching back out and giving us additional information about your issue. 

After looking over the details you gave, I recommend contacting our Customer Support Team for further assistance. They have advanced tools to see why this is occurring in your account. Here's how: 

1. Go to the Help menu. 
2. Press the QuickBooks Desktop Help option. 
3. Tap the Contact Us button. 
4. Enter your question and hit Let's talk. 
5. Scroll down and choose to Get a callback. 

Keep us updated on how the call goes. I'm only a post away if you need me again!