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GalinMcMahon
January 10, 2024
Question

Customer Open Invoices Report - Notes

  • January 10, 2024
  • 1 reply
  • 0 views

Hello.  We are trying to add notes to our Open Invoices with Aging report.  There is a Notes column but we can't seem to find the field that fills in this column.  We have tried the notes field in an invoice's transaction and customer but neither worked.  Since this is an open invoices report, it would stand to reason that the notes would fill in....from open invoices.

 

A co-worker may have stumbled upon the answer that only admins have access to our notes.  That would make absolutely no sense so I'm assuming she is mistaken.  What would be the point of allowing everyone to see every penny the company makes...but not letting them see the notes that they made.

 

Anyway, how do we get invoice notes onto the open invoice report?

1 reply

F
FateCandylaneT
January 10, 2024

I appreciate the effort in sharing your concern here with us, GalinMcMahon. Allow me to provide information when running reports in QuickBooks Desktop.

 

Reports inside QuickBooks Desktop (QBDT) depend on the source and targets inside your company file. QuickBooks follows the Sources and Targets concept to build company and financial reports. This means the data you see on every report is derived from the details of its source transaction.

 

With that, you may consider utilizing the Memo description feature on sales forms as a workaround to enable details to show when running a customer open invoice report.

 

Moreover, I'll include this guide if you want to export the report after you're satisfied with it: Export reports as Excel workbooks in QuickBooks Desktop.

 

I'll always be available in this thread if you require additional assistance running reports in your file. Just keep me posted below, so I can provide further help. Keep safe and have a good one!

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