How to Add Notes to Financial Reports in QuickBooks Online

In this video, I walk you through adding custom notes or disclaimers to your financial reports, such as your Profit and Loss in QuickBooks Online. Whether it’s a disclaimer, a draft notice, or a reminder for management use only, adding a note directly onto the PDF of your financial report can clarify important details and ensure your audience has the right context.

First, I’ll show you how I used ChatGPT to brainstorm the best wording, then I’ll guide you step-by-step through placing the note in QuickBooks. You’ll also see how it appears on the final PDF report and tips for adjusting the header for a professional finish.

In this video, you’ll learn:
How to brainstorm report note wording
Step-by-step guide to adding notes in QuickBooks
Best practices for using disclaimers on financial reports

This quick tip will help you communicate key details effectively with your financial reports in QuickBooks. Watch the full tutorial to see how!

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Timestamps
00:00 - Intro
00:20 - Brainstorming with ChatGPT
00:57 - Profit and Loss report
01:32 - Add notes
02:00 - Append header
02:35 - Checking if QBO saves notes
03:08 - Outro

#quickbooksonline #qbo #quickbookstips

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