Ever had a quick chat with a client and forgot to document it? No? You rock. Yes? Youβre definitely not alone.
Record all client notes and keep your whole team informed, with the revampedΒ NotesΒ 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 inΒ 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 βpinβ important notes so you can reference them quickly
- Youβve got lots of space toΒ record all the details you needΒ
To add a note to a client, click on the relevant client in your QBOA client list then click on theΒ NotesΒ tab.