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Level 1

Where has Customer notes gone

I keep a lot of important essential information in the notes section for customers.
Today when I have logged on the notes section has disappeared, along with all that important information.
Whats happened?

QuickBooks Team

Where has Customer notes gone

I'm here to help you fix this, @Holmes_Books.


Let's see if someone changed or deleted your customer's note section in your Audit Log.


Here's how:

  1. Go to Settings ⚙ and select Audit log.
  2. Use the fields on the page to choose the appropriate UserDate, or Events filter to narrow the results.


For more information about the Audit Log, consider checking out this article: Use the audit log in QuickBooks Online.


If there are no changes in the customer notes, try signing into your QBO using a private browser (incognito). This will help us check if this is a browser-related issue. Let me walk you through.


  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).


Once done, try to check the customer section if you can see the notes. If the issue persists return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.


Leave a comment if you're referring to something else or if you have any additional concerns. I'm always here to help. Have a wonderful day!



Level 1

Where has Customer notes gone

I have checked the audit log
- nothing in there 
I have used incognito mode
- notes are not there

I have cleared the cache

- notes are not there.
If you go to customers, and pick one, normally the notes are at the top in the grey area - they aren't
If you click edit for the customer, you go to customer details, there is normally a tab for notes - that isn't there.
it has just disappeared along with the notes.

Level 1

Where has Customer notes gone

my company.pngsample company.pngThe first screen shot is from my company showing no notes tab, the second is from the sample company showing the notes tab.
As you can see it doesn't appear in my company and all the information has gone from the grey part of the client screen (where there is normally the notes or (in blue) ad notes.


Where has Customer notes gone

Hello there, @Holmes_Books.


I appreciate you for getting back to us and providing screenshots along with the details you've shared.


Currently, there's an ongoing investigation about the missing Notes section from the Customer information window. Please know that our product developers are working to have a permanent resolution. 


I'd suggest contacting our Customer Care Team. They can add your account to the notification list. This way, you'll receive email updates about the investigation (INV-62909) and its status. Let me guide you on how.


  1. Go to the Help menu at the upper right. 
  2. Select Contact Us
  3. Enter a short description
  4. Follow the on-screen instruction and choose a way to connect with a support agent. 


You'll want to check these resources to get more details about managing customers in QBO:



We appreciate your patience while we're working on this. Also, feel welcome to leave a message anytime if you have other questions or concerns. The Community is here to lend a hand.

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