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
- Go to Customers & leads, then select Customers (Take me there).
- Select your customer from the list, then select Edit.
- Select the Notes tab, then add the information in the field.
- Select Save.
Add notes for vendors
- Go to Expenses, then select Vendors (Take me there).
- Select your vendor from the list, then select Edit.
- Enter the information in the Notes field, then select Save.
Add notes for employees
Note: If your payroll is active, the notes field won't be available.
- Go to Payroll, then select Employees (Take me there).
- Choose your employee from the list, then select Edit.
- 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
- Go to Reports (Take me there).
- In the Find report by name field, enter the contact list report that you want.
- Select Customize, then select the Rows/Columns ▼ dropdown.
- Select Change columns, then select the Note checkbox.
- Select Run report.