SALE EXTENDED 70% OFF QuickBooks for 3 months*   Ends 12/8

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
Rose-A
Moderator

Reply to message

Thank you for checking in with us, Ellen Persa.

Let me help you pull up a report that will show the notes of each customer in QuickBooks Desktop.

 

If you wish to show the notes you entered in each of your customers, you can pull up and customize the Customer Contact List report. However, this will not show the content of the notes you entered in each customer.

 

Here's how:

  1. Click Reports at the top.
  2. On the drop-down list, click Customers & Receivables then choose Customer Contact List.
  3. Click Customize Report.
  4. Under Display, search and select Notes.
  5. Hit OK.
  6. You'll have the Notes in the report.

Please see screenshots below.

 

You may find this recommended article helpful: https://quickbooks.intuit.com/community/Reports-and-accounting/Understand-reports/td-p/202665.

 

Keep me posted if there's anything else you need. Have a great rest of your day.

z.PNGx.PNGc.PNG

Need to get in touch?

Contact us