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How To Print Customer Notes In Quickbooks?

QuickBooks is an accounting software developed mainly for small and medium sized businesses to meet financial needs, track daily transactions, and organize and customize daily reports. This makes QuickBooks more useful for your firm. It also helps in preparing billings and payrolls, maintain income and expenses, tax filing, etc. You can even access QuickBooks from mobile devices including iOS and Android. Here you can learn how to print customer notes in Quickbooks.

How To Print Customer Notes In Quickbooks

Printing Customer Notes in QuickBooks

  • Make sure you have signed in to your QuickBooks online.
  • Click on the Customer option available at the top of the page.
  • Choose Customer Center and go for the customer name.
  • After selecting the name, choose the Customer and Job Information option.
  • Select the Notes tab available below Customer Information.
  • Open the Notes and click Print.

How to print all the Notes of a Customer in QuickBooks?

  • Log in to your QuickBooks account. Select the name of the Customer.
  • Click the Print option.
  • Choose Customer and Job information.
  • Now click on the Print option.
  • You can see all the Notes along with the customer details in QuickBooks in chronological order.

How to print all the Customers’ Notes in QuickBooks?

Customizing the Customer Contact List report will get all your customers’ notes. These are the steps to customize the contact list.

  • Go to Reports and click the Customers and Receivables option.
  • Click on Customer Contact List by scrolling down.
  • Choose the Customize Report option on the top left corner.
  • Add Notes from the column list and click OK.
  • Choose Run Report and click Print.

How to access saved reports in QuickBooks?

  • Make sure that you have saved customizations before accessing the Report page in QuickBooks.
  • You can access the reports from Reports >> My Custom Reports.

How to export notes to Excel in QuickBooks?

  • Go to the Reports >> Customers and Receivables >> Customer Contact List >> Customize Report.
  • After adding notes from the column list, click OK.
  • Select Excel from the top and click Create New Worksheet.
  • It exports all the Notes to an Excel file.

For further queries regarding how to print customer notes in Quickbooks, contact our techies.


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