Add a note to a transaction in the QuickBooks Online app (iOS only)

Learn how to add a note to a transaction using the QuickBooks Online app for iOS.

It's easy to include a note with an existing transaction in the QuickBooks Online app. In this article, we'll show you the steps to do that using your iOS device.

iPhone

Here's how to add a note to an existing transaction on an iPhone.

1. From the Menu ☰, select Invoices, Estimates, Sales Receipts, or Invoice Payments (whichever has the transaction you want to attach a note to).
2. Select the transaction.
3. Select Add notes or attachments.
   • To create a new note: select Create Note. Write your note, then select Save.
   • To attach an existing note: select Attach Existing note. Select the note you want to attach, then select Attach.
4. To see the attached note, select ACTIVITY.

iPad

Here's how to add a note to an existing transaction on an iPad.

1. From the Menu ☰, select Sales.
2. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down ▼ menu.
3. Select the transaction you want to attach a note to.
4. Select Add notes or attachments.
   • To create a new note, select Create a note. Write your note, then select Save.
   • To attach an existing note,
5. Select Attach to attach it to an invoice, estimate, sales receipt, or payment.find the note to attach in the list. Select Attach to attach it to an invoice, estimate, sales receipt, or payment.