How to run a report that lists projects and the notes input into them? Good Afternoon, My boss is looking for a report that will list each project (we organize estimates and invoices into projects) we have in motion and the notes associated with that project. In each project, we add notes whenever an invoice or estimate has changed to keep each other informed of when an estimate should be sent out, when it has been, when we expect to be able to invoice, etc. Example below: Project Capture.PNG These notes are important for us to gauge where projects are and while I’ve found a report that would probably work (Customer Contact List) as it allows me to make the “Notes” field a column, it only seems to show companies (customers) and does not show any of our projects. Is there a way to output a report that shows these notes on each project? If not, can someone recommend a workaround that would still work in a similar way? Thank you, Roger

QB Issue Resolution:

Hi there, Roger_MWT.

 

Thanks for getting back to us. Allow me to address your concern, so let me get this straightened out.

 

Currently, QuickBooks Online doesn’t have the feature to add a notes on the project lists. The only option is to follow the workaround provided by my colleague @Anonymous so you can add a Memo/Description for individual transactions. I can see how this feature would be beneficial to your business, I’m also preparing a feedback submission to our Product Development Team right now.

 

For additional reference, you can check this article on how to export QuickBooks Online reports to Excel.

 

Please know that you’re always welcome to post if you have any other questions. We’re always here to help you out. Have a good one.

Resolution for Issue 'How to run a report that lists projects and the notes input into them? Good Afternoon, My boss is looking for a report that will list each project (we organize estimates and invoices into projects) we have in motion and the notes associated with that project. In each project, we add notes whenever an invoice or estimate has changed to keep each other informed of when an estimate should be sent out, when it has been, when we expect to be able to invoice, etc. Example below: Project Capture.PNG These notes are important for us to gauge where projects are and while I’ve found a report that would probably work (Customer Contact List) as it allows me to make the “Notes” field a column, it only seems to show companies (customers) and does not show any of our projects. Is there a way to output a report that shows these notes on each project? If not, can someone recommend a workaround that would still work in a similar way? Thank you, Roger' available: Yes (Solved).
Source: Intuit Community forum.

How to run a report that lists projects and the notes input into them? Good Afternoon, My boss is looking for a report that will list each project (we organize estimates and invoices into projects) we have in motion and the notes associated with that project. In each project, we add notes whenever an invoice or estimate has changed to keep each other informed of when an estimate should be sent out, when it has been, when we expect to be able to invoice, etc. Example below: Project Capture.PNG These notes are important for us to gauge where projects are and while I’ve found a report that would probably work (Customer Contact List) as it allows me to make the “Notes” field a column, it only seems to show companies (customers) and does not show any of our projects. Is there a way to output a report that shows these notes on each project? If not, can someone recommend a workaround that would still work in a similar way? Thank you, Roger: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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