Add and use notes in QuickBooks Online

Learn how to add and use notes in QuickBooks Online.

Enter additional information in your suppliers, customers, employees, and contact list reports as notes.

Add notes for customers or suppliers

Include up to 4,000 characters’ worth of additional details about a customer or supplier in their profile.

1. Open your customer or supplier list.
   1. For a customer, go to Customers & leads or Sales, then select Customers (Take me there).
   2. For a supplier, go to Expenses, then select Suppliers (Take me there).
2. Select your customer or supplier from the list, then select Edit.
3. In the Notes field, under Notes & attachments, enter the info you want to add.
4. Add any attachments you want to include. 
5. Select Save.

Add notes for employees

Note: If your payroll is active, the Notes field won't be available.

1. Go to Employees.
2. Select your employee from the list.
3. Select the Notes tab.
4. Either select Add notes, or the Edit pencil icon ✎.
5. Enter the information in the Notes field, then select Save.

Customise your contact list report to include notes

1. Go to Reports (Take me there) and select the select Standard reports tab.
2. In Type report name here field, search for and open Customer Contact List or Supplier Contact List. 
3. Select Switch to classic view. 
4. Select Customise, then select the Rows/Columns ▼ dropdown.
5. Select Change columns, then select the Note checkbox.
6. Select Run report.

Related links

• Add or delete attachments in QuickBooks Online
• Add new customers in QuickBooks Online