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C
ccm3
November 24, 2021
Question

Report sidenotes or footnotes

  • November 24, 2021
  • 1 reply
  • 7 views

How can I add Sidenotes for each report account line (or Footnotes) on an account line item level to explain year to year or budget variances?

thanks

1 reply

JessT
JessTModerator
Moderator
November 24, 2021

Hi ccm3!

 

I also like the idea of ​​putting comments on reports especially when there are amounts ​​that need a bit of explanation.

 

The good news is QuickBooks has a feature called Comment on report, where you can create footnote comments on any amount. If a certain line has many amounts, each of them can have its own comment. To do this, just click the said feature (button) on the report page, and you can click the comment icons to add a note.

 

 

On the other hand, you can also check about customizing reports for your additional reference.

 

I'm just right here if you need more help. Take care and enjoy the rest of the day!

R
rweil55
July 13, 2023

I am running Quickbooks online. When I click a number in the report, it opens the page for the item detail. i.e. if it was a bill, it presents the bill page rather than a comment page. What do you mean by "button"

C
ChristineJoieRQuickBooks Team
QuickBooks Team
July 13, 2023

I'll do my best to make things clear for you, @rweil55. Typically, users can leave their thoughts, feedback, or responses on the comment page. On some platforms, you may need to sign in or provide some information (like your name and email address) before you can post a comment. Let me shed some light on the comment page and the button you meant in QuickBooks Online.

 

The screenshot shared above is the feature available in QuickBooks Desktop only, and the option comment page isn't present in the QuickBooks Online version.

 

Since you mentioned you're using QuickBooks Online, here's a workaround to add a side note or footnote in the reports tab.

 

  1. Go to the Reports tab.
  2. Pull up the report you need to modify.
  3. Add necessary customization.
  4. Then, Export the report data.
  5. Once done, locate the report file you save from your local drive.
  6. Click the Enable Editing button to add a column or row for your sidenotes and footnotes.
  7. Press the CTRL + S to save the file.

 

See this illustration below for your reference: 

 

 

 

You'll want more insights about exporting method, visit this page: Export your reports to Excel from QuickBooks Online. 

 

Keep me posted if you need more guidance while navigating your QuickBooks Online account. Have a great day ahead.

 

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