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M
mmk3
May 15, 2020
Question

Notes

  • May 15, 2020
  • 2 replies
  • 1 view
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? 

    Tori B
    Tori BQuickBooks Team
    QuickBooks Team
    May 18, 2020

    Thank you for trying to help but this is where I started. I can pull up the report as you instructed but all it says is "has notes", even if exported to Excel; no additional detail. I was hoping for a spreadsheet with the actual notes that have been typed in the notes field on each customer. Is this not possible?


    Hey there, @mmk3. 

     

    Thanks for following up with us again. 

     

    Upon recreating the steps and running different reports myself. I too am getting the "Has notes" in the columns. I've done further research to find that this is product limitation with older versions of QuickBooks. To clarify, what version of QuickBooks are you using. For example, with my testing, I have used 2018. 

     

    Once I know which version you're using, I can provide additional information and submit feedback to our product developer team, so this could be considered in a future update. 

     

    I look forward to your response. Please let me know if you have additional questions or concerns. I'll be here to help you every step of the way. Take care! 

     

     

     

    **Say "Thanks" by clicking the thumb icon in a post

    **Mark the post that answers your question by clicking on "Accept as solution" 

    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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