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

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

It's easy to include a note with an existing transaction in the QuickBooks mobile 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. Tap the Menu, then Sales & Get Paid, then 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. Tap the Menu, then Sales & Get Paid.
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.