
Add and use notes in QuickBooks Online
by Intuit•4• Updated 3 weeks ago
Learn how to add and use notes in QuickBooks Online.
You can use notes to enter additional information in your suppliers, customers, employees, and contact list reports. Here's a quick guide.
Add notes for customers
- Go to Customers & leads, then select Customers (Take me there).
- Select your customer from the list, then select Edit.
- Select the Notes tab, then add the information in the field.
- Select Save.
As a business owner, you can take notes about each customer for your internal use. The dedicated Notes tab within the QuickBooks Online customer details page will show details like:
- Title
- Time Stamp
- Date Stamp
- Author
- Comment
- Comment indicator (if a comment has been added to the note)
- Star icon
Within the Notes tab, you can:
- Create a new note: Full-sized text box with a formatting toolbar and title field.
- View existing notes: Organized notes with a timestamp, author, star, and comment.
- Edit a note.
- Delete a note.
To add a note:
- Go to Customers & leads and select Customers (Take me there).
- Select your customer from the list.
- Select the Notes tab.
- Select + Add note and follow the steps to add a note.
Add notes for suppliers
- Go to Expenses, then select Suppliers (Take me there).
- Select your supplier from the list, then select Edit.
- Enter the information in the Notes field, then select Save.
Add notes for employees
Note: If your payroll is active, the notes field won't be available.
- Go to Payroll, then selectEmployees (Take me there).
- Choose your employee from the list, then select Edit.
- Enter the information in the Notes field, then select Save.
Note: QuickBooks Online allows you to have a maximum of 4,000 characters in the Other Details/Customer Notes field. |
Customize your contact list report to include notes
- Go to Reports (Take me there).
- In the Find report by name field, enter the contact list report that you want.
- Select Customize, then select the Rows/Columns ▼ dropdown.
- Select Change columns, then select the Note checkbox.
- Select Run report.
You must sign in to vote.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Keep client notes in QuickBooks Online Accountantby QuickBooks
- Using shared documents in QuickBooks Online Accountantby QuickBooks
- Add notes to your current timesheet or a previous timesheet in QuickBooks Timeby QuickBooks
- Add notes and photos using the QuickBooks Online app (Android only)by QuickBooks