Black Friday Sale. Ends 25/11.  Up to 50% off QuickBooks
Over 3.2 million customers use QuickBooks.
Sign up for a free trial!
2017-06-01 00:29:42Product UpdatesEnglishRecord all client notes and keep your whole team informed, with the revamped Notes feature in QuickBooks Online Accountant. Find out more... Client Notes and Keep Your Team Informed | QuickBooks Australia

Record client notes effectively with QuickBooks Online Accountant

1 min read

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.

Rate This Article
Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

Related Articles

How to develop an effective client onboarding strategy

You mightn’t know the feeling from a client’s perspective, but being onboarded…

Read more

End of financial year using QuickBooks Online

The end of financial year (EOFY) process has become so much more…

Read more

Why special purpose financial reports are special

Special purpose financial reports (SPFRs) are a complete set of financial statements.…

Read more