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Attach a note to an existing transaction using the QuickBooks mobile app

by Intuit•1• Updated 5 days ago

Learn how to attach a note to an existing transaction using the QuickBooks mobile app for Android.

Attach a note to an existing transaction

  1. Go to Menu, then tap Sales & Get Paid, then tap either Invoices, Estimates, Sales receipts, or Invoice payments.
  2. Select a transaction to open.
  3. Tap Add Attachment.
  4. Tap Create Note or Attach existing Note.
  • For a new note: Write something and add an attachment (if applicable).
  • For an existing note: Select your note, then tap Attach.