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C
candocanaans-yah
April 16, 2024
Question

How do you print a customers notes?

  • April 16, 2024
  • 1 reply
  • 0 views
I make notes on customers and need to print them out, how do I print them out?

1 reply

L
LollyNino_C
April 16, 2024

Welcome to the Community space. 

 

You can only print customer notes when running reports. We can run the Customer Contact List report and customize it to include the customer notes. I'll go over some details to help you achieve the task.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the Find report by name field, enter the Customer Contact List.
  3. Select Customize, 
  4. Under the Rows/Columns ▼ dropdown, click the Change columns, then select the Note checkbox.
  5. Finally, Run the report.

 

See the sample screenshot below.

 

 

Afterward, let's click the Print icon to print the report.

 

Make sure that you already added a note for your customer. If not, check out this article for the steps: Add and use notes in QuickBooks Online.

 

Also, you can export the report to Excel. From there, you can personalize your data further manually.

 

In addition, you can customize your report to highlight the important details. After that, you may save your settings by clicking Save Customization to avoid customizing the report again in the future. Please check this article for the detailed steps: Customize reports in QuickBooks Online.

 

Drop a reply anytime if you still have questions or concerns about adding customer notes in QuickBooks. I'll be here to assist you further.

M
mj_clark
June 28, 2024

I want to print the notes on the notes tab.  How do I do that? 

C
CamelleT
June 28, 2024

Thank you for sharing the screenshot of your concern. Having this visual reference allows me to accurately assess the issue and provide you with the best possible resolution. Let me explain in detail how you can print notes from the Notes tab, Mj_clark. 

 

When printing the notes directly on this tab in your customer profile, a workaround for this is pressing CTRL + P. This will take you to the Printing window, where you can configure its settings and print the notes area directly.


Since printing them from the Notes tab is currently unavailable, I suggest sending your feedback about this to our product engineers. Your suggestion helps shape our services and improve our processes to align with your needs and preferences. 


Your comment is highly valuable to us, and we genuinely appreciate you taking the time to share your input. Your contribution helps us improve our service and address concerns more effectively. If you have any further questions about printing in QBO, please don't hesitate to post them below. We're here to assist you and ensure your experience with us is as smooth and satisfactory as possible, Mj_clark. 

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