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T
TJS93
December 6, 2023
Question

Customer Notes

  • December 6, 2023
  • 1 reply
  • 0 views

Hello,

 

I want to pull my "open invoices" report with my customer notes attached for each "transaction notes". When you filter and select add "notes" column the notes do not show up. Anyone know how to get your customer notes to show up on open invoices? OR know of a report to pull to show how to track your notes on your customers when you call on past due accounts?

1 reply

A
Archie_B
December 7, 2023

Hello there, TJS93.

 

I recognize the importance of having the option to include a Customer message column in an invoice report in QuickBooks Desktop. However, it is currently not possible to include it in an Open Invoice report.

While the specific option you mentioned isn't available, I recommend sending feedback to our development team so that they can include it in a future update.

 

Here's how:

 

  1. Go to the Help menu.
  2. Choose the Send Feedback Online option.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button.

 

Your suggestion will then be reviewed by our engineers alongside the feature requests of other users.

 

In case you need a refresher on how to personalize customer, job, and sales reports, I've also included this article: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let me know if you have other questions or concerns about invoice reports. I'll be happy to lend a helping hand.

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