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Add a note to a transaction (iPhone or iPad)

Learn how to add a note to a transaction using QuickBooks Online mobile app for iPhone or iPad.

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

iPhone

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

  1. From the main menu in the QuickBooks Online mobile app, select Invoices, Estimates, Sales Receipts, or Invoice Payments. Whichever has the transaction to attach a note to.
  2. Select the transaction.
  3. Select Add notes or attachments.
  4. To create a new note, choose Create Note.  Write something and select Save.
  5. To attach an existing note, choose Attach Existing note. Select the note to attach, and then select Attach.
  6. To see the attached note, select ACTIVITY.

iPad

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

  1. From the main menu in the QuickBooks Online mobile app, select Sales.
  2. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down ▼ list.
  3. Select the transaction you want to attach a note to.
  4. Select Add notes or attachments.
  5. To create a new note, select Create a note. Enter the info, and select Save.
  6. To attach an existing note, find the note to attach in the list. Select Attach to attach it to an invoice, estimate, sales receipt, or payment.

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