Rasa-LilaM
QuickBooks Team

Account management

Welcome back to the Community, @beth1026.


The functionality to carry the notes entered on the Sales Order to the Open Sales Order Report is currently unavailable. The notes will only show when you run the Customer Contact List Report since the source is based on the customer.


QuickBooks uses a concept called Source and Targets to apply accounting principles and processes, like recording transactions and displaying reports. When running a report, QuickBooks looks at individual transaction lines. 

 

If a line matches the report set, the line is added to the report. This is why the information written in the Notes field doesn’t automatically carry to the Open Sales Order Report.


Check out the Understand reports guide for more insights about building reports and detailed information about Source and Target.


Keep me posted if you have any clarifications or questions about the product. I’m more than happy to answer them for you. Have a good one.