Need help choosing a plan?
Created with Sketch. 1800 917 771 Schedule a call
Need help?
We're here for you.
Schedule call
Created with Sketch.
Image Alt Text
product update

Record client notes effectively with QuickBooks Online Accountant

Ever had a quick chat with a client and forgot to document it? No? You rock. Yes? You’re definitely not alone.

Record all client notes and keep your whole team informed, with the revamped Notes feature in QuickBooks Online Accountant. From noting how your client likes their coffee to that phone call about the best options for buying a new work vehicle, this improved feature will help you and your team easily capture notes, and see who and when a note has been created and edited.

Here are the key features included in Notes:

  • Notes are automatically stamped with time and author
  • Notes can be viewed and edited by all team members who have access to that client
  • Ability to ‘pin’ important notes so you can reference them quickly
  • You’ve got lots of space to record all the details you need 

To add a note to a client, click on the relevant client in your QBOA client list then click on the Notes tab.

Figure 1 – US screenshot displayed

This simple yet powerful collaboration feature is another way your team can stay on top of things – so nothing falls between the cracks.

Got queries? Please contact your account manager or call the team on 1800 618 521.

Related Articles

Looking for something else?

Get QuickBooks

Smart features made for your business. We've got you covered.

Help Me Choose

Use our product selector to find the best accounting software for you.

QuickBooks Support

Get help with QuickBooks. Find articles, video tutorials, and more.

Stay up-to-date with the latest small business insights and trends!

Sign up for our quarterly newsletter and receive educational and interesting content straight to your inbox.

Want more? Visit our tools and templates!

By signing up you are agreeing to our terms and privacy policy.

A person is smiling and holding a laptop.