I am running my A/R Aging Detail report. In customization, I add a column toward the bottom called "Notes". Nothing shows up. What does this field tie to? Does it tie to something in the invoice, or somewhere else? If it ties to nothing, what is the point of having it as a column option?
QuickBooks Desktop allows you to customize any report that you generate. You can customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report.
The column option can be used on your reports to better represent your data. Knowing the report source and targets is particularly important when filtering reports. If the column is not added to the report, you can follow these steps:
Thanks, MaryAnn, so I know how to customize, but I need to know where the source info is for "Notes" in the AR Aging Detail. Is that in the "Notes" on the customer invoice, or some other "Notes" area in the system?
I'd be happy to share a little more information adding notes on your transactions, jdolan14.
When adding notes on your transaction/s, these notes won't reflect on the Transaction level report like A/R Aging report. To see the note/s created on the invoices, you still need to open each transaction. As a workaround, the memo field on your invoice is the most suitable place to enter any notes that are intended for a specific customer. Adding a note to the report isn't an option for us.
Here's how to pull up the report:
Click the Reports and select the A/R Aging Detail report.
Press the Customize Report button.
Under Display and type "MEMO"in the COLUMNS field and mark check.
Once done, open the transaction, then on the lower portion, type the notes/messages under the Memo box, and click Save&Close to apply the notes.
You can see attached screenshots for additional reference.