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Intuit

How to add Notes to customers, suppliers, employee records, and contact list reports

QuickBooks Online doesn't have the capability to add additional fields to your lists, but there is a Notes field available for storing additional information about a Customer, Supplier, or Employee. You can also add this Notes field to reports.

Add Notes for customers

Here's how to add Notes for customers:

  1. From the left menu, go to Sales, then select Customers.
  2. Select the customer.
  3. Edit the customer and select the Notes tab.
  4. Enter the information into the Notes field.
  5. Select Save.

Add Notes for suppliers

Here's how to add Notes for suppliers:

  1. From the left menu, select Expenses.
  2. Select Suppliers.
  3. Select the supplier.
  4. Edit the supplier and enter the information into the Notes field.
  5. Select Save.

Add Notes for employees

Here's how to add Notes for employees:

  1. From the left menu select Workers. If you don't see Workers, select Employees and skip to step 3.
  2. Select Employees.
  3. Edit the employee and enter the information into the Notes field.
  4. Select Save.
Note:  QuickBooks Online allows you to have a maximum of 4,000 characters in the Other Details/Customer Notes field.

Customise your contact list report to include Notes

You can customise your Employees, Suppliers, and Customer Contact List reports to include a column for Notes.

  1. From the left menu, select Reports.
  2. In the Find report by name field, enter the name of the report you want.
  3. Select Customise.
  4. Under the Rows/Columns section, select Change Columns.
  5. From the list of columns, select Note.
  6. Select Run report.

Now you're able to add notes to customers, suppliers, employee records, and contact reports.