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:
ShiellaGraceA
QuickBooks Team

Reply to message

Hello fcftherapeutic,

 

Since the update is rolled out in batches, in the meantime, you'll want to use the Customer Contact List report to see the customer notes. Let me walk you through how to get the report.

  1. Click Reports.
  2. In the Find report by name field, type Customer Contact List.
  3. Click the Gear icon beside the Export icon.
  4. Click the Show More link, then mark the Note box.

Once your account is updated, you will see a "Search Tips" in the global search field.

 

You might also want to check our page for future reference: Income and expenses.

 

Get back to me if you need help with anything else.

 

 

 

Need to get in touch?

Contact us