To email the report, click the “E-mail” button in the report toolbar.
#Upgrade quickbooks 2013 to 2015 pdf
Then save the report as a PDF using the “Save as PDF” dialog box. To save the report as a PDF file, instead, select the “Save as PDF” command from the drop-down menu. Then print the report using the “Print Reports” dialog box.
To print the report, click the “Report” command from the drop-down that appears. Then click the “Print” button in the toolbar at the top of the report. To print a commented report or save it as a PDF, open the report. Click the “OK” button in this message box to close it, if it appears. A “Saved Successfully” message box may then appear to tell you the report was saved into the “Commented Reports” list. In the “Save Your Commented Report” dialog box that appears, type a name for the commented version of the report into the “Name” field. To do this, click the “Save” button in the toolbar at the top of the commented report. You can click the “No” button to keep the comment, if you change your mind.Ĭomment on Report in QuickBooks Desktop Pro- Instructions: A picture of a user commenting on a report by using the feature named Comment on Report in QuickBooks Desktop Pro.Īfter using the feature named Comment on Report in QuickBooks Desktop Pro, you can save the commented report. This button looks like a small “X.” Then click the “Yes” button in the “Delete This Comment?” dialog box that appears to permanently delete it. To delete a comment in the “Comments” pane, click the “Delete” button to the right of the comment. Then edit the comment and click the “Save” button to save it. To edit a comment in the “Comments” pane, click the “Edit” button at the right end of the comment. The comments and comment numbers appear in the “Comments” pane. To add comments to other items within the report, repeat this process. Then click the “Save” button to the right of the comment in the “Comments” pane to save it. This number corresponds to the comment number in the “Comments” pane at the bottom of the report window.Ĭlick into the comment field in the “Comments” pane and type the comment. The comment balloon then shows a number, starting at 1 and increasing sequentially. To comment on an item or line item within a report, click the comment balloon icon to the right of the item. This commented copy also contains a toolbar with buttons for “Save,” “Print,” “E-mail,” and “Help” in the report’s upper-left corner. Doing this then opens a copy of the report that shows a “comment balloon” to the right of each item within a line, or to the right of each line item, depending on the report. Then click the “Comment on Report” button in the toolbar at the top of the report. To use the feature called Comment on Report in QuickBooks Desktop Pro, first open a QuickBooks report.
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This lesson shows you how to use the feature called Comment on Report in QuickBooks Desktop Pro and how to manage commented reports. After using the feature named Comment on Report in QuickBooks Desktop Pro, you can save reports with commentary into a special “Commented Reports” group. You can use the feature named Comment on Report in QuickBooks Desktop Pro to comment on report line items. Comment on Report in QuickBooks Desktop Pro: Overview