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showing notes on customer open invoice report

When I run the customers' open invoice report, I want to have the notes show next to every outstanding invoice so that during AR meetings we can see the history and can quickly move through without having to do a recap on every invoice.

 

I added the Notes column to the report but they're coming over blank.  I noticed our notes were on the customer tab rather than the transation tab, so I changed that and reran the report, and it's still blank.

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QuickBooks Team

showing notes on customer open invoice report

I can see that this is your first post so let take time to welcome you in the Community space, scoboa.

 

Currently, the notes that we added to the customer/transaction tab will not show in the Open Invoices report. Your feedback will help to stay in tune with what our customers need, want, and expect. At times, we roll out product updates based on our customers' requests. Rest assured, I'll take note of your suggestion and submit this to our product engineers for consideration.

 

For now, you can add a memo upon creating the invoices. This way, you can easily track it in your reports. You can follow the steps below in adding a memo column to the Open Invoices report.

  1. Select Reports from the sidebar menu.
  2. Under Customers & Receivables, select Open Invoices.
  3. Click the Customize button.
  4. Under the Display tab, select Memo from the COLUMNS menu.
  5. Hit OK.

Here's an article that will guide you in personalizing and adding the information that matters the most to your business in your reports: Customize company and financial reports.

 

I've also listed the things we need to consider when customizing the reports:

  • Filters allow specific data into a report to show the information that you need. 
  • If a transaction matches the selected filters, it is included in the report.
  • If a transaction does not match the select filters, it is excluded from the report.

As we assess this opportunity, I encourage visiting our blog to stay current with all the QuickBooks News.

 

You can find me here if you have any other concerns or questions about how reports work in QuickBooks Online. Assistance is just a comment away.

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