Sales Order: Transaction tab / Notes

Hello AJHN,

Thanks for reaching out to the QuickBooks Community! Currently, there isn't a field for that or a way to add in the form style. However, you could copy that note and paste it into the customer message section of the Invoice. Let me know if that workaround is feasible for you. 

If you have any questions other questions, let me know! My team and I will be here to assist you further. Bye for now. 

Hi SashaMC

That is an ugly solution and we want to avoid the copy-and-paste step, which can generate issues and mistakes.

We have an ODBC driver connected with our QuickBooks Desktop and then we have customized/personalized reports that we generate outside of QB.

Our desire is to get that field and insert it in ours QuickBooks internal and external reports.

Thanks for actively responding, @AJHN. The option shared by my peer @SashaMC is better by far while the option you want to include in your format to insert into QuickBooks internal and external reports isn't available.

In the meantime, I'm sending your suggestion to our developers for consideration in future updates. I recommend sending your feedback as well to help us improve your QuickBooks experience.  

Here's how: 

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion. 
2. Choose a Type of Feedback and Product Area (optional) from the available drop-down menus. 
3. Enter any suggestions/feedback in your Here is my suggestion: field. 
4. Select Send Feedback. 

You can also send your feedback directly to our developers by filling out our QuickBooks Feedback form. Simply enter your request/suggestions, and rest assured that all our suggested plans are subject to further study. 

Keep in touch if you have follow-up questions about managing your sales order. We're always around to be your guide.

How do we turn on the activity log ?  

Thank you for joining the thread, @shieldsdk.

Let me help you by giving you information about accessing activity logs by transaction and QuickBooks as a whole.

There's no need to turn on the activity log as it will be automatically visible when you create a transaction. 

Also, you can utilize the audit trail report to see activities initiated within your company file. This also includes the transactions that were being deleted. However, the option to check including the payment associated with it is unavailable. 

Nonetheless, we can still manage to track the payment associated with it manually. Thus, we can look for that transaction from the report, then compare it to your real-life bank statement. Here’s how you can pull up the Audit Trail report:

1. Click Reports at the top menu bar and choose Account & Taxes.
2. Select Audit Trail.
3. On the report screen, click Customize Report.
4. Go to the Filter tab and search for the Transaction type.
5. Choose the type of transaction and click OK.
6. Filter the dates.

Once done, locate the payment and get your bank statement. Make sure to get the correct dates and transactions to match everything correctly.

On the other hand, if you happen to have a backup file before the transaction got deleted, you might want to restore this to easily view the payment associated with it. To figure out the file from your computer or external storage, you can take note that this file has a .qbb extension at the end of the file name: Restore a backup of your company file.

If you have more questions about the activity log, you can reply to this post. Have a good day