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I have notes on payroll checks and customer accounts. I want to add these notes to the payroll report and to the customer contact report. Is this possible?
Welcome to the Community, @BatmansRage.
I'm here to help you add notes to reports in QuickBooks Online (QBO).
Here's how:
Furthermore, you may also export your reports to Excel to manually add information relevant to your business. To do that, click the export icon and select Export to Excel. Refer to this article to learn how you can export reports if you want to use them outside QuickBooks.
If you have any additional concerns regarding budgeting and financial reports in QBO, feel free to leave a comment below. I am here to assist you. Take care and stay safe.
I already have the notes for each customer in the customer account. I already input the notes on each paycheck. You are suggesting a duplicate effort. This is impractical.
Is there a way to include preexisting notes to reports?
I'm here to share my thoughts regarding a way to add notes to reports in QuickBooks Online. QuickBooks only allows you to customize reports by adding or removing columns, personalizing the font and style, and modifying the header/footer. Available columns and filters vary for each report, so it's important to understand the report source and targets when filtering reports.
The option is currently unavailable in QuickBooks Online. I greatly value your feedback and understand that having these options is crucial for us to improve our products and services. I appreciate your understanding that the unavailability of features can sometimes be a part of any product, and we strive to address them to the best of our ability.
As we value your ideas, I recommend sending your feedback to our Product Development Team. Here's how to send feedback:
Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.
You can utilize these articles to guide you in the future:
Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!
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