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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:
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:
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.
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?
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:
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.
Prepare your Invoice data with the following template
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Net 30 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | 0 | Y | N | N | N | Y | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
then use an importer tool to proceed
https://get.transactionpro.com/qbo
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