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Let me provide some info and steps about printing notes on the Collections report in QuickBooks Desktop (QBDT).
The notes field in QBDT is a default column to all customization, but not all reports can pull up this info. If you wish to use the Notes column, you'll have to add notes on an invoice.
First, add a note field on the product item. Below are the steps:
1. Go to List, and then click Item List.
2. Select the item and then click Custom Fields.
3. Pick Define Fields, and then enter Notes under Label.
4. Click OK.
Second, you can apply this to your invoice:
1. Click the Customers menu, and then choose Create Invoices.
2. Pick the Formatting tab, and then select Customize Data Layout.
3. Tick the Notes box under the Header tab, and check both the Screen and Print options.
4. Hit OK.
Lastly, you'll have to customize this report to include the Notes column. Here's how:
1. Go to the Reports menu, and then choose Reports Center.
2. Type the report in the search bar at the top, and then click the arrow button to run it.
3. Tap the Customize button, and then select the Display tab.
4. Check the Notes column, and then tap OK to continue.
Once done, click the Print drop-down βΌ, and select either Report or Save as PDF. Choose all the preferences you want, and then hit Print. See screenshots below for a visual guide:
To learn more about it, please browse this resource: Customize reports.
If you wish to access this report anytime, you can click the Memorize button at the top to save its customization settings. Check out this article for the detailed instructions: Memorize report.
You may also hit the Export button at the top portion of the report to download a copy to Excel.
Feel free to leave a reply in the comment section if you need further help with managing reports or anything else related to QuickBooks. Take care and stay safe always.