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davidsavon2012
Level 1

I want to add notes to specific estimates or invoices for myself only. Why does Quickbooks force us to add a photo with a note?

 
4 Comments 4
RCV
QuickBooks Team
QuickBooks Team

I want to add notes to specific estimates or invoices for myself only. Why does Quickbooks force us to add a photo with a note?

I've got some steps we can perform to add notes to your estimates or invoices, davidsavon2012.

 

It's possible you selected the Attachments option on your sales transactions forcing you to upload a file on it. To add notes without adding a photo, we can add the note as a footer on your invoices or estimates. Let me show you how:

  1. Go to the Gear icon at the top. 
  2. Choose Custom Form Styles.
  3. Tick Edit on your invoice or estimate template. 
  4. Choose New style or choose the type of transaction you want to customize.
  5. Click on Content.
  6. Tap the Footer part on the sample transaction. Then, enter details on Message to customer on and Add footer text fields
  7. Press Done.

We can also add the notes as a custom field in the sales forms or enter the additional details on the Description column and Message on the invoice field. To add a custom field on your invoices, just follow the steps below:

  1. Open the invoice.
  2. Click the Gear icon.
  3. Tick the Add your own field link.
  4. Enter the details in the custom field.

To learn more about this one. see Customize invoices, estimates, and sales receipts in QuickBooks Online article. Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 

I hope that this response finds you with a smile. Keep me posted if you need a hand with running your financial reports or any QuickBooks Online related. I'm always here to ensure your success.

lorimcg27
Level 1

I want to add notes to specific estimates or invoices for myself only. Why does Quickbooks force us to add a photo with a note?

Thank you for the description on how to add notes in the footer section of the invoice. 

These footer notes will be seen by our customers.Is there a place we can make notes on our invoices which will NOT be seen by our customers?

Adrian_A
Moderator

I want to add notes to specific estimates or invoices for myself only. Why does Quickbooks force us to add a photo with a note?

Hello there, lorimcg27.

 

Yes, you're right. The footer notes are visible to your customers. As of now, we're unable to hide the text from them. With that, you may share this idea with our developers so they can review this suggestion.

 

Here's how to send feedback:

 

  1. Click the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Enter a brief description of your suggestion.
  4. Click Next.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

Moreover, if you want to take and process payments online, you can check this article: Learn how to accept electronic customer payments for online invoices and in-person sales.

 

You can always mention my name whenever you have concerns about sending transactions.

Fiat Lux - ASIA
Level 15

I want to add notes to specific estimates or invoices for myself only. Why does Quickbooks force us to add a photo with a note?

@lorimcg27 

Prepare your Invoice data with the following template

 

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

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