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I am using QB Prem 2020 with latest updates
Whenever I enter a sales receipt I add a memo.
I would like to set a default memo for the customer.
On customer record I did not see any Memo field I could use. I would have expected some additional optional fields on the Additional Info tab.
Anybody knows how I can do this?
Hi there, @gerdgoebel.
Welcome to the Community. I can show you how to include a default memo for the customer in QuickBooks Desktop.
You have the option to add a memo field from the Additional Info tab. To auto-populate the information in the sales receipt, you need to add an extra field to the Header section.
For more information, as well as how to create custom item fields, I recommend the following article: Create and use custom fields in QuickBooks Desktop.
Feel free to hit that Reply button if you have additional questions. Have a great day ahead.