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B
BatmansRage
March 22, 2024
Question

Is there a way to add notes to reports in Quickbooks online?

  • March 22, 2024
  • 3 replies
  • 0 views

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?

3 replies

D
DebSheenD
March 22, 2024

Welcome to the Community, @BatmansRage.

 

I'm here to help you add notes to reports in QuickBooks Online (QBO).

 

Here's how:
 

  1. Go to Reports.
  2. Access the particular report to include notes.
  3. Click Add notes.
  4. Enter the information that you'd like to add and hit Save customization. I've also added screenshot for visual preferences.


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.

B
BatmansRageAuthor
March 22, 2024

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?

 

 

J
JamesAndrewM
March 22, 2024

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: 

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  Click Next to submit.

 

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!

A
ALV-GLA
November 14, 2024

I tried doing what was shown but there is no option to 'add notes'.  Our QB is purchased

I
Ivan_G
November 14, 2024

I appreciate your efforts in following the steps provided by my colleague to add a note to your report, ALV-GLA. I'm here to clarify some details about this feature and help you submit a recommendation to our engineers.

 

The Add notes feature is available to the Classic View reporting only. For this, may I ask what report you're trying to use the function for, and is it in the Classic or Modern View? To confirm its interface, refer to the visual references below:

 

Classic View report:

 

Modern View report:

 

 

If you're in the Modern View and have the option to Switch to classic view at the upper right portion of the report's page, kindly click it. Then, generate your notes from there.

 

However, if you no longer have the choice to switch between the interfaces, I suggest sending a feature suggestion about this to our developers. Your recommendations can help our team innovate the platform for the benefit of every user.

 

Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your feature comments and requests.
  3. Hit Next to submit.

 

Finally, I'm adding a resource that will be handy once you need to manage and save your reporting modifications in QuickBooks: Customise reports in QuickBooks Online.

 

If you have any more concerns about adding a note to your reports, add them to this thread. I'm one response away.

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