Print customer notes on collection and open receivable reports

I've got the steps on how we can print a customer notes on the report, Tenacity.

Let's make sure to filter the report to show the notes. I'll show you how:

1. On the Accounts Receivable report and Collections report, click the Customize button.
2. Go to the Rows/Column drop-down.
3. Select the Memo/Description box.
4. Click Run report.

Afterward, let's click the Print icon to print the report.

I've also added this article that has the details on the format when printing a report: Format printed reports. Then, go to the Print reports section.

Feel free to get back to me if you still need my help. Stay safe!

The memo/description field is in the invoice.  I'm talking about the customer note field within the customer file. I don't want to put collection notes within each invoice because the customer will be able to see them.

Good day, Tenacity.

Though we can enter notes on the customer's profile, we're unable to add them to the transaction reports. You'll want to export both the report you need and the contact list into an Excel file. From there, you can merge them and get the data you need.

You can simply click the Export button and select the Export to Excel.

I've also added these articles to learn more about reporting in QuickBooks Online:

• Customize reports in QuickBooks Online

• Reports included in your QuickBooks Online subscription

I'll always be here if you have more questions. Wishing you all the best!

That's what I'm doing currently, but it's rather cumbersome.  Is there a way to request that this field be added to the columns available for customization in a future update? I know it's possible to add, because it's available in the customer contact report.

I appreciate your input from every angle, @Tenacity.

A suggestion like this helps us determine what enhancements and improvements are needed to make our product more effective and convenient to use. That said, I'll be sending feedback to our Product Development Team based on this interaction. After all, enhancements to QuickBooks functionalities are largely the results of feedback provided by users, such as yourself.

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates.

Moreover, I don’t like to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles in managing your account.

You're welcome to stop by the Community if you need anything else. I'm always here and ready to help. Have a pleasant day ahead!

**Say "Thanks" by clicking the thumb icon in a post.
**Mark the post that answers your question by clicking on "Accept as solution"

How do I print the collection notes on the Collections Report in Quickbooks Desktop?

Thanks for joining the thread, @mlanclos.

Let me provide some info and steps about printing notes on the Collections report in QuickBooks Desktop (QBDT).

The notes field in QBDT is a default column to all customization, but not all reports can pull up this info. If you wish to use the Notes column, you'll have to add notes on an invoice.

First, add a note field on the product item. Below are the steps:

1. Go to List, and then click Item List.
2. Select the item, and then click Custom Fields.
3. Pick Define Fields, and then enter Notes under Label.
4. Click OK.
   
   

Second, you can apply this to your invoice:

1. Click the Customers menu, and then choose Create Invoices.
2. Pick the Formatting tab, and then select Customize Data Layout.
3. Tick the Notes box under the Header tab, and check both the Screen and Print option.
4. Hit OK.
   
   

Lastly, you'll need to customize this report to include the Notes column. Here's how:

1. Go to the Reports menu, and then choose Reports Center.
2. Type the report in the search bar at the top, and then click the arrow button to run it.
   
   
3. Tap the Customize button, and then select the Display tab.
4. Check the Notes column, and then tap OK to continue.
   
   

Once done, click the Print drop-down ▼, and select either Report or Save as PDF. Choose all the preferences you want, and then hit Print. See screenshots below for visual guide:

To learn more about it, please browse this resource: Customize reports.

If you wish to access this report anytime, you can click the Memorize button at the top to save its customization settings. Check out this article for the detailed instructions: Memorize report.

You may also hit the Export button at the top portion of the report to download a copy to Excel.

Feel free to leave a reply in the comment section if you need further help with managing reports or anything else related to QuickBooks. Take care and stay safe always.

I concur, please fix this asap, need notes tied to specific customer invoices for our internal collections process

We would love to have this feature added as well to show the customer notes with the AR Aging to track efforts of collection.  thanks!

I'm in! We also use the notes to document collections and it would be incredibly helpful to export the notes with the aging/collections reports. I have to admit, it is a disappointment to discover that I can't do this. I was hoping the forums would be able to provide insight to something that I was missing.

Quickbooks, please make this happen!

This is also something that would be most helpful on the collections report for us.

The directions above about adding a custom field to an item and then adding it in a header to then add to the invoice doesn't work.  There is no notes field in the header on an invoice.  I also don't understand why a field on an item would hit a collections report anyway.

Amen!  We also need collection notes on a customer/invoice basis and to be able to print on a report.  This is a very common part of collections...keeping track of correspondence about past due accounts.  Please add this feature ASAP

Hi there, tmcentee.

Thanks for sharing your feedback and suggestions about the receivable report. 

While the feature is not yet available in QuickBooks Desktop, I'd suggest sending a feature request about adding more options when printing a report. You can send it directly to our engineers from your company file. Here's how:

1. Go to the Help menu, scroll-down to Send Feedback Online, and then click Product Suggestion. 
2. Enter all required details.
3. Click Send Feedback.

Feedback and other feature requests are collected and reviewed for future updates.

Feel free to check out these articles as well for additional guidance and future reference: Customize Customer, Job, and Sales Reports in QuickBooks Desktop.

Don't hesitate to reply to me if you want to share more details. You can also visit us again and post new questions if you need more help when working in QuickBooks.

Hi @Tenacity,

Rishika here from Better Reports!

I think our app Better Reports can show this. As an example, I have added the customer note to an Accounts Receivables report that shows total A/R balance by customer (screenshot below).

We can also add this field to any other reports with customer level data.

What do you think?

Has this feature been fixed or added? This is also causing huge issues as well. 

in QBDT, We print a report that includes a customer balance, days aging and the collection notes, however, its only the pinned note that exports. Which is fine because we always pin the most recent note as soon as we notate the account for this reason. The downfall though is it only pulls a certain amount of characters. So if the note is more than 10 or so words, its just cut off as an incomplete sentence.   yes, it gives the time/date and a little insight on the last action/ correspondence per account,  but you still have to open the customer if there's a lot of details within a customer note.    *** I would like for the WHOLE note to be exported.***

I agree with you, @SPM-904.

I understand how this can be beneficial for your business; we want to comprehend your preferences for the application. Thus, I suggest you extend this concern to our product development team by sending feedback directly to them. I’ll show you how:

1. At the top, select the Help menu.
2. Choose to Send Feedback Online then click Product Suggestion.
3. Type in your feedback or feature request.
4. Click the Send Feedback button.

Furthermore, you can check out these articles for your reference when customizing your reports. This option will allow you to personalize the financial data you want to show on a report. After that, utilize the memorize report feature to save your previous customization for future use:

• Customize reports in QuickBooks Desktop
• Create, edit, or delete memorized transactions

Feel free to lay down your concerns by tapping the Reply button. You can always count on me to help you about managing reports in QuickBooks. Have a good one!

One suggestion:

when you have a collection note on a specific invoice, use the “memo” field at the bottom of the invoice template (below customer message). Make sure this note doesn’t show on your invoice that gets sent to your customer though. Then you can add the “memo” field to your collections report.

Please confirm the “memo” field as noted on the invoice level is not visible to the customer when the invoice is reprinted or shared via link with them.

pls confirm field will print on aging.

If so confirm a/r aging modification instructions. 

Thanks