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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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AlexV
QuickBooks Team

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Good day, Tenacity.

 

Though we can enter notes on the customer's profile, we're unable to add them to the transaction reports. You'll want to export both the report you need and the contact list into an Excel file. From there, you can merge them and get the data you need.

 

You can simply click the Export button and select the Export to Excel. export.PNG

I've also added these articles to learn more about reporting in QuickBooks Online:

I'll always be here if you have more questions. Wishing you all the best!

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