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M
mmk3
May 15, 2020
Question

Notes

  • May 15, 2020
  • 2 replies
  • 0 views
I need a report that shows my customer's notes. When I run the report and include "notes" as a filter, the report shows is "has notes", but does not display the actual notes. How do I get the note contents to show on the report?

    2 replies

    R
    RaymondJayOQuickBooks Team
    QuickBooks Team
    May 15, 2020

    I have the report you need to view your customer's actual notes in the program, @mmk3. 

     

    Based on your "notes" filter, it looks like you're using QuickBooks Desktop (QBDT). When adding notes on your transactions, the information will appear on the Detail level reports. 

     

    It could be you're running a Transaction level report, such as Transaction List by Customer. That's why the report only shows "has notes". 

     

    To help fix this, I'd suggest running and customizing the Sales by Customer Detail or Sales by Item Detail report. This way, you'll be able to see the actual notes for your customer. I'll guide you how. 

    1. Go to Reports from the top menu. 
    2. Select Sales. 
    3. Choose Sales by Customer Detail or Sales by Item Detail.
    4. Click Customize Report.
    5. Go to the Display tab.
    6. Enter Notes in the Columns field. 
    7. Check beside Notes. 
    8. Click OK.

     

    The screenshot below shows you the last four steps. 

     

    Also, I've attached a screenshot below on how the Notes column looks like in the two reports. 

     

    Moreover, I recommend running other customer reports in QBDT. These will help you manage your sales and accounts receivable. You can also customize them to get the specific details you need for your business. For more information, visit this article: Customizing Customer, Job, And Sales Reports. 

     

    I'll be right here to help if you need anything else. Enjoy the rest of your day, @mmk3. 

    M
    mmk3Author
    May 16, 2020

    Thank you so much for trying to help Raymond. I did step by step what you recommended and the notes still aren't showing. As least I believe I have done as instructed. I tried both with customer detail and item detail. Do you see anything wrong with my process below? 

    S
    ShiellaGraceA
    Level 9
    May 16, 2020

    There's nothing wrong with the process, @mmk3.

     

     

    A few factors that we need to consider in filtering report are how it is being added. In your case, you'll want to use the contact list report to see all customers' notes. Let me guide you how.

     

    1. Go to Reports, then Customers & Receivables.
    2. Choose Customer Contact List, and then select Customize Report.
    3. Under Columns field, type "Note" then put a mark next to Notes and Note.
    4. Click OK.

    With these steps, you'll be able to view all customers that have notes. You can also export this report to Excel for more in-depth customization. Just click Excel, then Create a New Worksheet at the top.

     

    We also have a guide on reports and accounting that I'm sure you'll find helpful.

     

    Please know that we're always here to help, so don't hesitate to swing by. Thanks for reaching out and more success to your business.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    May 15, 2020

    @mmk3 

    As another option, utilize the trial periof of TP Exporter to export your Invoice data. 

    https:// transactionpro.grsm.io/qbd

     

    You will get the list like this. Set filters as required.

    CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
    Anne's Bakery01/09/2020100    Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
    Anne's Bakery01/09/2020100    Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
    John's Barber Shope02/09/2020101    Y#########John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non

     

     

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