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August 2, 2023
Question

Hello, anyone know how to run a report weekly on notes for Customers

  • August 2, 2023
  • 1 reply
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Hi,  trying to run a report on all the notes I have entered onto Customers but can't seem to find it/

1 reply

August 2, 2023

I've got your back to help run a report showing all notes you've entered into Customers, shelly.ryan.

 

In your QuickBooks Online account, we can generate a Customer Contact List report. Then, we can customize this to see the desired details. 

 

Here's how:

 

  1. Go to Reports.
  2. Search for Customer Contact List. 
  3. Click Customise. Then,  select the Row/Column dropdown
  4. Select Change columns, then select the Note check box. (You may need to scroll down the panel to see it.)
  5. Once done, click Run Report.  

 

I also have some additional articles about managing a wide range of reports in QBO:

 

 

Don't hesitate to return to this thread if you need additional assistance with reports. I'm always here to help. Have a great day!