Another place to add a note to a transaction is within the actual invoice screen.

Here’s how:

Open your invoice.
On the right side, click Customer or Transaction tab.
At the bottom of any of these tabs, click the pencil icon to add notes.

Resolution for 'collections issue: 'How do I add a note on an invoice other than the small Memo section? I need to track collections conversations, mailings, etc and dates.' available: Yes.

The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'How do I add a note on an invoice other than the small Memo section? I need to track collections conversations, mailings, etc and dates.', click the link below:

The Sales and Customers company preference is set to Enable the Collections Center, however the icon is not showing at the top of the Customer Center.

What you can try now

Enable access to Company Preferences for each user role:

Resolution for 'collections issue: 'Collections Center is not showing for all users' available: Yes.
The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'Collections Center is not showing for all users', click the link below:

Details

collections: My Collections Report is showing customer credits; how can I see open invoices only?

My Collections Report is showing customer credits; how can I see open invoices only?
Answer ID: 6311

The collections report is designed to show all open, overdue balances and credits for customers, however, this report can be customized to show open invoices only.

Go to Reports and click All […]

Resolution for 'collections issue: 'My Collections Report is showing customer credits; how can I see open invoices only?' available: Yes.

The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'My Collections Report is showing customer credits; how can I see open invoices only?', click the link below:

Details

collections: customer collections center 2014.

You have to enable it:

Click the Edit menu and select Preferences
Select Sales and Customers and then click the Company Preferences tab.
Click the box that says Enable Collections Center and click OK.

Resolution for 'collections issue: 'customer collections center 2014.' available: Yes.

The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'customer collections center 2014.', click the link below:

Details

collections: I am setting up QuickBooks Online for a restaurant. We have a small amount of cash collections, quickbooks and I would like to know the best way to record them.

This is my general procedure for using QuickBooks for recording a Daily Sales Summary from a z-report:

Depending on the specifics of your business, you might adapt this . . .

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If you can get good end-of-day reports from your register/POS system, I would suggest creating a Daily Sales Summary to post […]

Resolution for 'collections issue: 'I am setting up QuickBooks Online for a restaurant. We have a small amount of cash collections, quickbooks and I would like to know the best way to record them.' available: Yes.

The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'I am setting up QuickBooks Online for a restaurant. We have a small amount of cash collections, quickbooks and I would like to know the best way to record them.', click the link below:

Details

collections: When a collection agency remits funds to me they only send me the funds that are due me and keep a percentage of the collected funds as their fee. How do I show the customer paid this money in my records? Would a credit memo work?

A credit memo would work; you can also write off the unpaid balance when recording the payment received.

If using a credit memo, you will need to create an item linked to an EXPENSE account as you will want to record the collection agency’s fee as an expense to your business.

I […]

Resolution for 'collections issue: 'When a collection agency remits funds to me they only send me the funds that are due me and keep a percentage of the collected funds as their fee. How do I show the customer paid this money in my records? Would a credit memo work?' available: Yes.

The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'When a collection agency remits funds to me they only send me the funds that are due me and keep a percentage of the collected funds as their fee. How do I show the customer paid this money in my records? Would a credit memo work?', click the link below:

Details

collections: converted from desktop to online.On the collections report there are all these old transactions.I think it is because the payments were applied to the main account and not to the job where the invoice resided.How can i fix?Can i fix in desktop and reconvert?

Yes, you can clean it up in the desktop and import it again within the first 60 days. It will replace everything in QBO when you do it. Also, you may want to check this out for important considerations before converting from desktop to QBO.

http://longforsuccess.com/2014/03/13/important-considerations-converting-quickbooks-desktop-propremi…

Resolution for 'collections issue: 'converted from desktop to online.On the collections report there are all these old transactions.I think it is because the payments were applied to the main account and not to the job where the invoice resided.How can i fix?Can i fix in desktop and reconvert?' available: Yes.

The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'converted from desktop to online.On the collections report there are all these old transactions.I think it is because the payments were applied to the main account and not to the job where the invoice resided.How can i fix?Can i fix in desktop and reconvert?', click the link below:

Details

collections: customer collections center 2014.

You have to enable it:

Click the Edit menu and select Preferences
Select Sales and Customers and then click the Company Preferences tab.
Click the box that says Enable Collections Center and click OK.

Resolution for 'collections issue: 'customer collections center 2014.' available: Yes.

The collections 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 collections issue yourself by looking for a resolution described in the article. If it is a complex collections issue or you are unable to solve the issue, you may contact us by clicking here or by using other collections support options.

For more information about resolving issues related to collections in Quickbooks/QBO or to get support for the issue 'customer collections center 2014.', click the link below:

Details

collections

collections: Is there a way to “mark” a customer who is currently in collections?

collections: How do I set up a collections agency or factoring company in QuickBooks?

collections: How do I add a note on an invoice other than the small Memo section? I need to track collections conversations, mailings, etc and dates.

collections: Collections Center is not showing for all users

What you can try now

collections: My Collections Report is showing customer credits; how can I see open invoices only?

collections: customer collections center 2014.

collections: I am setting up QuickBooks Online for a restaurant. We have a small amount of cash collections, quickbooks and I would like to know the best way to record them.

collections: When a collection agency remits funds to me they only send me the funds that are due me and keep a percentage of the collected funds as their fee. How do I show the customer paid this money in my records? Would a credit memo work?

collections: converted from desktop to online.On the collections report there are all these old transactions.I think it is because the payments were applied to the main account and not to the job where the invoice resided.How can i fix?Can i fix in desktop and reconvert?

collections: customer collections center 2014.