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M
MB_W
September 6, 2024
Question

contact list report

  • September 6, 2024
  • 1 reply
  • 0 views

I am using QuickBooks Online Plus for a small nonprofit. I am trying to use QB to maintain a database of our membership, but i need more data fields than are available as the standard ones and do not want to upgrade to Advanced to be able to create custom fields. I am trying to "repurpose" some data fields for contacts that i don't use for other information needed for our member database. There is a column that is shown on the contact list report titled "note" and i cannot figure out where to find that field to populate it so that it shows up on the report. I have tried putting something in every single field for the contact and still nothing gets pulled to the "note" column. Can anyone help?

1 reply

R
Rasa-LilaM
September 6, 2024

Let’s go through some steps to make sure the information appears in the Notes column of the Contact List report, MB_W.

 

The details in the Notes column are pulled from what you’ve entered in the Notes and attachments section in your customer or vendor profile. If the information you recorded in that field is not showing in the report, use the F5 key or Ctrl + R on your keyboard to refresh the page.

 

Otherwise, access your company in private browsing or incognito mode to check if a webpage is preventing the information from appearing in the Contact List report. Here are the shortcut keys for each browser.

 

  • Safari 11 or newer: ⌘+Shift+N
  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P

Once signed in, open the report again. If this works, switch back to your regular browser and clear its cache to optimize its overall performance. Using another supported browser is also a great alternative.

 

Check out the links below for information on how to personalize the data and layout of your statements, including the modern view:

For tips on how to keep the customization settings for your reports, refer to this article: Memorize reports in QuickBooks Online.

 

Keep in touch if you require further assistance navigating QBO or completing a specific task. We'll get back and help make sure you're well taken care of.

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