Hi FritzF, 

Thank you for getting back to me, but I could use a step-by-step on: When using the Custom Filter to search for notes, QuickBooks will take the word you enter and give all the customers you assigned or added these notes to.

I have done this:

Reports/Customers & Receivables/Customer Contact List

Then I have Used Customize Report and added “Note” but only the first note for each customer comes up…not all the notes in each customer’s record, which I would like to see.

I have also tried this:

Customer Center/click on the magnifying glass/ input “all customers” in “Search,” and “Notes” in “In,” and the word “2016” – only one customer comes up; two should have.  I also tried the word “Prior” which they all have – still only one customer comes up.

Is there a better way to get all customers with the same “word” to show?

That’s what I’m really after: if I enter the old donations, I want to search so all notes with 2016 show AND all notes for each record show in the report.

One last question, please:  Is there an aggregate report that shows the total each customer has given us (some would be donations, some auction winnings, some ticket purchases…but the total for each?