Running AR Reports with Client notes

To add client notes to your AR (Accounts Receivable) report in QuickBooks, you can customize the report to include them, though it's not part of the default setup. First, set up a custom field for client notes under your account settings. Once that's done, go to the AR report and click Customize. From there, you can add the custom field as a column, so client notes will show up alongside the other AR details.

If QuickBooks' customization options aren't enough, you might also want to look into third-party apps that integrate with QuickBooks and allow for more detailed reporting, including client notes.

The option to add a client's note directly while running an A/R report is not available, Teresa. However, you can use a couple of workarounds to track your collection notes.

You can add your notes directly to the customer's profile, then run a Customer Contact List report to see them. After that, you can export your A/R report to cross-reference it with the other report.

However, if your notes are specific to a single transaction, you can use the memo field on the invoice itself.

Here's how:

1. Create a new invoice (or edit an existing one).
2. Enter your note in the Memo on statement field.
3. Save and close the invoice.
4. To see these notes in a report, run the Accounts Receivable Aging Detail report.
5. In the report, click Customize, go to the Rows/Columns section, and check the box for Memo to add it to your report view.

If you have other questions, feel free to comment them below.