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Thank you for your effort in customizing reports to view the information you need,ellenwhite. Let's address your concerns one by one.
Please know that the filters and columns differ in every report. To better understand the issue with the missing notes, I would like to know which report you generated.
To see the Note to Customer box on invoices in a report, select the Customer/Vendor Message under More Columns. Grayed-out items indicate that they do not apply to the accessed report. For instance, I pulled up the Invoice List by Date or Transactions List by Customer.
Additionally, there are character limits for fields. That said, I recommend sending a bid for unlimited ones to our Product Development Team. We value your ideas for improving the program, and I can guide you on how to do this.
- Go to the Gear icon at the top.
- Under the Profile column, select Feedback.
- Share your request with the product, then click Next.
You can track your suggestions on this website and stay updated with our recent developments on our blog.
Moreover, you can use custom fields in reports in QuickBooks Online Advanced. To know the maximum number of characters that can be entered, refer to this article: Character limitations for fields in QuickBooks.
For more information on organizing and tracking data, check out this guide: Filter, search, and sort with custom fields.
This material will get the most out of your financial statements: Customize reports in QuickBooks Online.
You can reach out to me for further help on how reports work in the program. Assistance is just a comment away. Have a great day.
