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Intuit
13 helpful votes

Add and use notes

Learn how to add and use notes in QuickBooks Online.

You can use notes to enter additional information in your vendors, customers, employees, and contact list reports. Here's a quick guide.

Add notes for customers

  1. Go to Sales, then select Customers.
  2. Select your customer from the list, then select Edit.
  3. Select the Notes tab, then add the information in the field.
  4. Select Save.

Add notes for vendors

  1. Go to Expenses, then select Vendors.
  2. Select your vendor from the list, then select Edit.
  3. Enter the information in the Notes field, then select Save.

Add notes for employees

  1. Go to Workers, then select Employees.
  2. Choose your employee from the list, then select Edit.
  3. Enter the information in the Notes field, then select Save.
Note: QuickBooks Online allows you to have a maximum of 4,000 characters in the Other Details/Customer Notes field.

Customize your contact list report to include notes

  1. Go to Reports.
  2. In the Find report by name field, enter the contact list report that you want.
  3. Select Customize, then select the Rows/Columns ▼ drop-down.
  4. Select Change columns, then select the Note checkbox.
  5. Select Run report.

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