How do I add a note to customer card?

To add a customer note, you can utilize the Notes tab or use the Define Fields feature for the specific customer in your QuickBooks Desktop, @PASC. I will provide steps and guidance on how to achieve your goals.

First, please note that the steps you found were intended for QuickBooks Online only. For QBDT, you can include a note by using the Notes tab in the Customer Center. Here's how to locate it:

1. From the Customers tab, hit Customer Center. 
2. Click the customer you want to add a note and go to the Notes tab. 
3. Choose the Manage Notes dropdown and select Add New. 
4. If done, tick OK.

If you want to include notes when processing customer transactions, you can also utilize the Define Fields feature and add it to your template. Follow the steps below for guidance:

1. Select Customer Center in the Customers tab. 
2. Double click the customer that you want to add a note. 
3. Go to the Additional Info tab and choose Define fields. 
4. Add Notes in the field and select Customer, then tap OK to confirm. 
5. After that, go to Lists and pick Templates. 
6. You can use an existing template or create a new one and choose Additional Customization. 
7. From the Header tab, put a check mark for the Notes. 
8. Once done, hit OK.

Additionally, you can check out this reference to help you further personalize your QBDT by adding custom data fields: Create and use custom fields in QuickBooks Desktop. 

On the other hand, please note that payment reminders are also available in QBDT to notify your customers about their upcoming invoice and statement payments.

Return anytime with any additional questions about managing customer notes in QBDT.  Supporting you in your journey with our software is our top priority, and we’re here to help you succeed every step of the way.