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M
Mika B
January 13, 2025
Question

Note on AR Report

  • January 13, 2025
  • 1 reply
  • 0 views

Is there a way to note collection efforts on reports and to have those notes printed on the report? We leave notes on the customers accounts in the note section, but are needing a way to leave them on the report. I leave comments on the report, but those comments do not print when printing the report. 

1 reply

A
AnaRose_Q
January 13, 2025

To enable the inclusion of notes or comments on printed Accounts Receivable reports is unavailable because it's based on individual transactions, Mika. Let’s discuss it in detail below.

 

However, you can pull up different report, such as the Customer Contact List, to view the notes you've added to the customer profiles. Additionally, you can consider exporting both reports to Excel and merging the data before printing. Here's how:

 

  1. Go to the Reports menu, then select List.
  2. Choose Customer Contact List.
  3. Click Customize Report. Under the Columns section enter notes and note, and check both.
  4. Select OK.
  5. From the Excel menu dropdown, click Create New Worksheet to view and print the report on Excel.

 

For a personalized touch on any report you generate, take a look at this reference: Customize reports in QuickBooks Desktop.

 

You can memorize reports in QuickBooks if you'd like to save the settings of a customized for future use, check out this link:  Create, access and modify memorized reports.

 

We're committed to simplifying your financial processes within the program. Revisit the Community forum for guidance on managing reports. Remember, we are always ready to assist you.

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