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kelsey8
February 23, 2022
Question

Can you type notes on customer account that appears on aged debtor report?

  • February 23, 2022
  • 1 reply
  • 0 views
I want to be able to share notes with other members of staff for credit control purposes. Would like the notes to appear on the aged debtors report against each customer when we print it off. Is this possible in quickbooks?

1 reply

K
Kurt_M
February 23, 2022

Thanks for dropping by here in the Community, @kelsey8. I'll share some details about your query.

 

As of the moment, You can consider using the Add Notes feature to your report here in QuickBooks Online (QBO). You'll then have to summarize all the information that you are going to add to the report. To begin, these are the steps:

 

  1. On the left navigational, go to Reports tab.
  2. In the search bar, type in Accounts Receivable Aging Summary report.
  3. Click Add notes on the top of the report title.

 

For visual reference, you can refer on the screenshot below.


 

 

 

I'll be adding a link here where you can look for an article that can assist you if you require any information or procedures when using QuickBooks Online. Help articles.

 

Additionally, I'll be adding these articles to help you in the future:

 

 

As always, you can get back to me if you need further help with managing your reports here in QuickBooks Online. I'm just a click away and I'll be more than happy to provide additional assistance. Keep safe and Enjoy the rest of the day!

 

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