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lisa9
Level 1

How do I print customer notes?

 
Solved
Best answer December 10, 2018

Best Answers
JenoP
QuickBooks Team

How do I print customer notes?

Hi lisa,

Thank you for reaching out.

Printing customer notes in QuickBooks Desktop is super easy! Here's how:

  1. Click Customer at the top, then Customer Center.
  2. Look for the name of the customer, then click the Notes tab below the Customer Information.
  3. Double click the Notes to open them.
  4. Click Print.

Feel free to reach out again if you need anything else.

View solution in original post

54 Comments
JenoP
QuickBooks Team

How do I print customer notes?

Hi lisa,

Thank you for reaching out.

Printing customer notes in QuickBooks Desktop is super easy! Here's how:

  1. Click Customer at the top, then Customer Center.
  2. Look for the name of the customer, then click the Notes tab below the Customer Information.
  3. Double click the Notes to open them.
  4. Click Print.

Feel free to reach out again if you need anything else.

View solution in original post

legacyconstructi
Level 1

How do I print customer notes?

How can I print all the notes on one page? I did it a few months ago but cannot figure out how to do it now.
liann62
Level 2

How do I print customer notes?

You can print all notes by:
1. Selecting the customer
2. Select the "Print" dropdown at the top
3. Select "Customer & Job Information"
4. Select "Print" or "Preview"
This will give you the customer information as well as all customer notes.
I hope this helps!
kevin8
Level 1

How do I print customer notes?

Can you provide a screenshot for where this mysterious "Print Button at the top" is? When i click the one at the top toolbar on my mac it does NOTHING. Like literally NOTHING.
default_wasabi_u5
Level 1

How do I print customer notes?

Thank you for this very helpful information. I am able to print notes, but only the note that is selected (or pinned). I need to print a chronological list of all notes not just one day. Any suggestions?
liann62
Level 2

How do I print customer notes?

Kevin...Sorry! I'm just seeing your comment. I have a screenshot but not sure how to post it here. Can I email you?
liann62
Level 2

How do I print customer notes?

default_wasabi_u...

You can print all notes by:
1. Selecting the customer
2. Select the "Print" drop-down at the top
3. Select "Customer & Job Information"
4. Select "Print" or "Preview"

This will give you a list of all notes in chronological order.
default_wasabi_u5
Level 1

How do I print customer notes?

Lisa, that does not give all notes. Please email me [removed].
liann62
Level 2

How do I print customer notes?

Cindy...I emailed you. If you don't receive it please check your junk/spam. Thanks!
terra
Level 1

How do I print customer notes?

When I print the notes and the customer & job information, only one phone number for the customer is printed out. Is there a way to print it where it shows all the phone numbers I have for the customer, i.e. Main, Mobile, Office, etc.?
liann62
Level 2

How do I print customer notes?

I sent another email with a screenshot.
liann62
Level 2

How do I print customer notes?

Sorry, Terra...I apologize for the delay! I was confused about who I was answering. It is printing them all for me. I'm not sure why it isn't for you. If you would like to email me you're welcome <a rel="nofollow" target="_blank" href="mailto:to...lisa@securegive.com">to...lisa@securegive.com</a>.
kevin8
Level 1

How do I print customer notes?

Yes Lisa, please email me. This is till a total mystery. :-(
liann62
Level 2

How do I print customer notes?

Sure! What's your email address?
kevin8
Level 1

How do I print customer notes?

Lisa: it's <a rel="nofollow" target="_blank" href="mailto:kevin@fireballpress.com">kevin@fireballpress.com</a>
liann62
Level 2

How do I print customer notes?

Kevin...I emailed you yesterday at 4:40 EST. Don't feel pressured to reply. I just want to make sure you received it. Please check your junk/spam if it is not in your inbox. Thanks!
rsharmon4
Level 1

How do I print customer notes?

Can I get a report showing all notes for all customers at once or do I have to do each customer individually?
liann62
Level 2

How do I print customer notes?

I haven't found a way to print them all at once.
hichem
Level 1

How do I print customer notes?

HELLO 

I FOUND THIS IDEA 

DO  CUSTOMER CONTACT LIST  REPORT 

ON LEFT TOP ( CUSTUMIZR REPORT ) , ADD  NOTE AND NOTES ( THERE IS TWO ) 

AND YOU WILL GWT ALL NOTES FOR ALL CUSTOMERS .

 

JenoP
QuickBooks Team

How do I print customer notes?

Thanks for sharing with us a great workaround on how to print customer notes,  

 
To add, you can also export the report to Excel, in case you have hundreds of notes, and you want to do a Quick Find.  

 

Just click the Excel button and select Create New Worksheet

 

Feel free to visit us anytime you have other questions or if you need help with QuickBooks.

 
 
 
 
SecretWeaponry
Level 1

How do I print customer notes?

@JenoP 
Using QB Desktop 2018 - none of these works for printing all the notes in the customer file. Can you please post a solution to this? Right now it appears we will have to open each note and copy and paste each one individually.  Thank you. 

IamjuViel
QuickBooks Team

How do I print customer notes?

We're always looking for ways to improve programs user interface and features, @SecretWeaponry.

 

The ability to download all the notes recorded in customer file all at ones will make managing your customers information a lot more faster and easier. Currently, this is not yet available. I'll make sure to pass along your request to the Product Development Team for consideration in future updates. 

 

 If you have any suggestions, feedback and product requests for improvement, you can directly send it to us.Here's  how:

  1. Go to Help.
  2. Select Send Feedback Online.
  3. Choose Product Suggestion.
  4. Type in the  details of your request on the pop-out window.

What you can do for now is to follow the steps provided by my colleagues, @JenoP.

 

I appreciate your patience, feel free to visit us here in the Community if there are any program features you’d like to get more familiar with. I'm here to help.

designgroup
Level 1

How do I print customer notes?

did you ever figure this out? mine used to print all but now only "pinned" . I need to print all

designgroup
Level 1

How do I print customer notes?

this only prints "pinned" note- I used to be able to print all, but can't now?

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