Commented reports in QuickBooks

QuickBooks 2015 and later allows you to create and share the commented reports with your users. You can follow the following steps to add comments, concerns and the annotations.

How to add comments to reports

1 – Open the report and click on the Comment on Report button.

2 – In the Comment on Report window:-

Step 1 – Click on the speech bubble which is next to the field that you want to annotate.

Step 2 – In the comment box, type your annotation.

Step 3 – Click on the Save to add or Cancel to discard the comments that you typed.

Step 4 – Click on the pencil icon to edit a previously saved comment. Click on X to delete it.

Step 5 – Click on the Save button. When the Save your commented Reported window pops up, then type a distinct name for the report and then click on the OK button.

Step 6 – To print or send the commented report to other QuickBooks users, then click on the Print or Email button.

  • You can have up to 99 comments per report and each comment has a 2000 character limit (including spaces).
  • The subsequent changes made to the report override the previous instance.
  • QuickBooks will display a warning message when overwriting a previously saved report. Pressing the Save overrides the existing report.

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Kristin is a content strategist at Techarex Networks. Kristin follows the B2B technology space closely and loves to write on the latest changes in technology, futuretech and fixes for day to day how to issues. Besides writing Kristin also loves music, moves and skating.

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