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Experienced Member

To Do's

On Quickbooks Desktop, there was a To Do's section for each customer. It was a place to make notes about the customer. I can't seem to find that section in Quickbooks Online. Does it still exist somewhere?

Note: This is not for accountants.

Solved
Best answer 02-13-2019

Accepted Solutions
QuickBooks Team

Re: To Do's

Glad to have you here in the Community, @KTom.

 

I'm here to provide some insights about the To Do's feature in QuickBooks Online.

 

The ability to have the To Do's option for each customer's section in QuickBooks Online is curre

ntly unavailable. This is only available in QuickBooks Desktop. However, you can add notes on your customers' profiles o you can store additional information about a Customer, Vendor or Employee.  You can also add this Notes field to reports.

 

To do that:

  1. From the left menu, go to Sales.
  2. Select on Customer.
  3. Select the customer.
  4. Edit the customer and select the Notes tab.
  5. Enter the information into the Notes field.
  6. Select Save.

For more details about this process, please check out this article: How to add notes to customer, vendor, or employee records and contact list reports.

 

I'd also encourage you to submit feedback, which is sent to the Product Development Team for review when determining features to be added in updates.  You can do this from within QuickBooks Online by selecting the Gear icon and clicking Feedback or by going to the following link: QuickBooks Online Feature Requests.

 

Feel free to reach back out to us if there's anything else you need about this concern. Have a great day!

1 Comment
QuickBooks Team

Re: To Do's

Glad to have you here in the Community, @KTom.

 

I'm here to provide some insights about the To Do's feature in QuickBooks Online.

 

The ability to have the To Do's option for each customer's section in QuickBooks Online is curre

ntly unavailable. This is only available in QuickBooks Desktop. However, you can add notes on your customers' profiles o you can store additional information about a Customer, Vendor or Employee.  You can also add this Notes field to reports.

 

To do that:

  1. From the left menu, go to Sales.
  2. Select on Customer.
  3. Select the customer.
  4. Edit the customer and select the Notes tab.
  5. Enter the information into the Notes field.
  6. Select Save.

For more details about this process, please check out this article: How to add notes to customer, vendor, or employee records and contact list reports.

 

I'd also encourage you to submit feedback, which is sent to the Product Development Team for review when determining features to be added in updates.  You can do this from within QuickBooks Online by selecting the Gear icon and clicking Feedback or by going to the following link: QuickBooks Online Feature Requests.

 

Feel free to reach back out to us if there's anything else you need about this concern. Have a great day!