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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
DebSheenD
QuickBooks Team

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Welcome to the Community, @BatmansRage.

 

I'm here to help you add notes to reports in QuickBooks Online (QBO).

 

Here's how:
 

  1. Go to Reports.
  2. Access the particular report to include notes.
  3. Click Add notes.
  4. Enter the information that you'd like to add and hit Save customization. I've also added screenshot for visual preferences.
    add notes.PNG


Furthermore, you may also export your reports to Excel to manually add information relevant to your business. To do that, click the export icon and select Export to Excel. Refer to this article to learn how you can export reports if you want to use them outside QuickBooks.

 

If you have any additional concerns regarding budgeting and financial reports in QBO, feel free to leave a comment below. I am here to assist you. Take care and stay safe.