Keep client notes in QuickBooks Online Accountant

Learn how to create and manage client notes.

You can use the client notes feature in QuickBooks Online Accountant to keep important notes about your clients. Here’s how to create, view, and manage client notes. We'll also show you how to pin them so they're more visible.

Add or view client notes

Each client gets their own notes. You create and view notes one client at a time:

1. Select the Clients menu.
2. Select the name of the client.
3. Select the Notes tab.
4. Enter your note in the Add a note field. You can mention a team member with @[name] to notify them via email.
5. If you want the note visible only to you, select the Team (default) dropdown and choose Private (only me).
6. Select Post.

Tip: You can also view past notes in the Add a note field.

Pin a note

Pin important notes so they're easy to find at a glance:

1. Select the Clients menu.
2. Select the name of the client.
3. Select the Notes tab.
4. Select the note you want to pin.
5. Select the pushpin icon. The icon turns green when a note is pinned.

You can see pinned notes in the Pins section. To unpin a note, simply select the pushpin icon again. Important: Don't select the trashcan icon. This permanently deletes your note.

Edit a note

Keep in mind, editing a note overwrites everything. You can't recover the previous version.

1. Select the Clients menu.
2. Select the name of the client.
3. Select the Notes tab.
4. Select the note you want to edit.
5. Select the pencil icon.
6. Make your edits.
7. Select Save.

Delete a note

Keep in mind, deleting notes is permanent.

1. Select the Clients menu.
2. Select the name of the client.
3. Select the Notes tab.
4. Select the note you want to delete.
5. Select the trashcan icon.
6. Select Delete.