Skip to main content
C
charley-b
March 29, 2022
Solved

Adding Non-Posting notes

  • March 29, 2022
  • 2 replies
  • 0 views

What is the easiest way to add a non-posting, non-financial note on a single line in an estimate and invoice? I would like to add notes that do not tie to any accounts. I do not want to leave them in the memo field. I do not want to add them to the Statement note field. Is there a standard non-posting account in QuickBooks? 

Best answer by MadelynC

I’ve got some information for you about adding non-posting notes to transactions, Charley.


Adding a non-posting or non-financial note to a transaction is a good idea. However, this isn’t possible in QuickBooks. No worries, you can use the Feedback option to send this matter straight to our Product Development team.


Here’s how:
 

  1. Open QuickBooks.
  2. Go to the Help menu.
  3. Select Send Feedback Online.


If you'd like to add specific information to your invoices, check out this article for complete instructions: Use and customize form templates.


Moreover, QuickBooks offers ways to create a template for regular transactions and make customers' payments organized and connected from start to finish. For more details, see these resources:
 


If you have any other questions or concerns about managing your sales transactions, just let me know. I'm available here to help at any time. Always take care!

2 replies

M
MadelynCAnswer
March 29, 2022

I’ve got some information for you about adding non-posting notes to transactions, Charley.


Adding a non-posting or non-financial note to a transaction is a good idea. However, this isn’t possible in QuickBooks. No worries, you can use the Feedback option to send this matter straight to our Product Development team.


Here’s how:
 

  1. Open QuickBooks.
  2. Go to the Help menu.
  3. Select Send Feedback Online.


If you'd like to add specific information to your invoices, check out this article for complete instructions: Use and customize form templates.


Moreover, QuickBooks offers ways to create a template for regular transactions and make customers' payments organized and connected from start to finish. For more details, see these resources:
 


If you have any other questions or concerns about managing your sales transactions, just let me know. I'm available here to help at any time. Always take care!

    C
    charley-bAuthor
    March 31, 2022

    I have made the suggestion. I hope that it gets added.

      A
      Aaronnickell
      July 5, 2023

      We really need an option for this to be able to add notes on an estimate we send to customers. The pre-filled option is okay for clauses and generic greetings and salutations, but it's not really helpful when we need to add anything specific, which we do almost every time.

        BigRedConsulting
        BigRedConsulting
        July 5, 2023

        @charley-b 

        RE: What is the easiest way to add a non-posting, non-financial note on a single line in an estimate and invoice?

         

        There are several ways; you've identified a couple of them.

         

        RE: I would like to add notes that do not tie to any accounts.

         

        That's easy.

         

        RE: I do not want to leave them in the memo field. 

         

        Well, you can add a note to the memo/description column in the table that is not posting and won't show up in report, though it will print. Is that what you mean by a memo field?  There's also a way to make it not print, if printing is the issue.

         

        RE: I do not want to add them to the Statement note field

         

        I don't know what a "statement note" is?  I don't see one on an Estimate or an Invoice.

         

        RE: Is there a standard non-posting account in QuickBooks? 

         

        Only the special ones for PO's and Estimates, but they won't help you add notes. How would a non-posting account help?

         

        You can add notes to transactions using the transaction Notes feature. It looks like this:

         

        Does this do what you want? If not, what is missing that you need?

        A
        Aaronnickell
        July 5, 2023

        Not exactly, but I appreciate the help. We do need it to print, but not something that goes in the "Customer Message" area, because it's a dropdown list of messages you can make and choose from, not a text box. We would need potentially each message to be different, reference each specific job the estimates are for.

          BigRedConsulting
          BigRedConsulting
          July 5, 2023

          RE: We do need it to print, but not something that goes in the "Customer Message" area, because it's a dropdown list of messages you can make and choose from, not a text box.

           

          Right. OK, needs to print and not from a pick list.

           

          RE: We would need potentially each message to be different, reference each specific job the estimates are for.

           

          Why not use the Description column on the Invoice/Estimate table? Seems the perfect solution based on the needs you've stated...

            Terms & ConditionsAccessibility statement