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L
lorisch
December 7, 2023
Question

Open Invoice report, show Notes field in report

  • December 7, 2023
  • 1 reply
  • 0 views

I'm trying to display the Notes from an Invoice in a Quickbooks report.  I add a Note to the Invoice on the right side (select Transaction) and save it.  The Notes field in the Open Invoice report is blank for this invoice.

 

 

1 reply

K
Kurt_M
December 7, 2023

Hi there, @lorisch. 

 

Inside QuickBooks Desktop (QBDT), you can add Memo and Notes field to your Open invoice report to show messages that you've added inside your invoice transactions. We'll be happy to input the steps below to get you going:

  1. Access your QuickBooks Desktop company.
  2. Go to Reports, and then select Reports Center.
  3. In the Search bar, enter Open invoices and click the result.
  4. Click the Customize Report button, and then go to the Display section.
  5. In the Search bar, enter Note or Memo and then click on it. You can add both if needed. 
  6. Once done, click the OK button.


Furthermore, you can visit the page to help you modify your business reports: Customize reports in QuickBooks Desktop.

 

Thanks for visiting the Community, @lorisch. We look forward to having you here again if you need further assistance managing reports inside QuickBooks. Have a nice day.

L
lorischAuthor
December 8, 2023

Thanks @Kurt_M,  We are using Quickbooks Desktop.

    R
    ReymondO
    December 8, 2023

    Good day, @lorisch. Thanks for getting back to the thread.

     

    Let me join in this discussion and provide you with some insights about the Notes field in the Open Invoice report in QuickBooks Desktop.

     

    QuickBooks Desktop uses a concept called Source and Targets to apply accounting principles and processes, like recording transactions and displaying reports. The Source provides a summary of information about a transaction, while Targets offer detailed information about the transaction, including all target data.

     

    Since the information displayed in the Notes section isn't directly part of the invoice but is related to the customer's information, it won't show on your Open Invoice report. However, you can run the Customer Contact List report and add the Note display in the Column section to show these details.

    If you want to display this message on your Open Invoice report, I recommend entering the information in the Memo field of your invoice instead of the Notes section.

     

    This way, you can customize its Display and show the Memo column on the report. Here's how you can do it:

     

    1. Go to Reports and select Customers & Receivables.
    2. Click the Open Invoice report.
    3. On the Report window, select Customize Report.
    4. In the Display section, search for the Memo column and check its box.
    5. Click OK.

     

    For further information on how QuickBooks generates reports, please refer to this article: Understand reports.

     

    Additionally, scheduled reports are a feature in QuickBooks Desktop 2018 and later versions that allows you to send reports on a regular and recurring scheduled time. You can make use of this feature if you find yourself sending the same reports on a daily, weekly, monthly, or quarterly basis.

     

    Please feel free to reach out if you have any more questions about displaying the Notes field in the report. Have a great day.

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