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bruce6
Level 1

Under the customer & leads there is a column called memo how can I input a project name in that column

 
1 Comment 1
Trish_T
QuickBooks Team

Under the customer & leads there is a column called memo how can I input a project name in that column

Hi bruce6,

 

Thanks for reaching out here.  QuickBooks Online provided the features you need to stay ahead of your work and complete your daily tasks with confidence.  I'd be happy to provide more information so you're on the right track with your work!

 

Entering a message in the Message field on customer forms will appear in the Memo column on the customer Transaction list.  If you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly and ensure you're able to complete your QuickBooks goals as soon as possible.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Feel free to reach back out if you have any other questions.  We'd be glad to help!

 

 

 

 

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