Are there limitations on the amount of information "notes" or attachments stored in the customer notes section? Any performance issues as more data is saved?

Hi there, @DavidMc2019. I'll share some details about the amount of information you can add to a note or attachments to your sales forms in your QuickBooks Online (QBO) account.

If you're trying to add a note below the line item in your sales forms, know that you can add notes as much as many as you want. However, It's advisable to only put a summary in the message section on the invoice to make it easier to organize when printing them and to deliver if you're sending it to your customers via email.

The same applies to adding attachments to your sales form. The more you add attachment files, the more it'll take time to send the sales form to your customers.

If you'd like to add extra fields to your sales forms, know that you can only add three custom fields if you're using QuickBooks Online Plus or Essentials. QBO Advanced users can add as many as 12 custom fields created and added to their sales forms.

See this article for more information about adding custom fields in QBO Advanced: Create and edit custom fields in QuickBooks Online Advanced.

Additionally, I've got you this article in case you'd like customize your sales form to match your business here in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

@DavidMc2019, It's a pleasure to have you in the Community. In case you have any additional QuickBooks-related concerns or need help performing specific tasks in QuickBooks. Feel free to post here again, and I can assure you I'll always have your back. Take care, and have a great weekend!

Thanks for the info.   How about notes and attachments in the customer record.   What’s the limit of characters in notes and is there a limit of documents to attach to a customer.   And will that slow down performance?   We maintain about 20 documents per customer on average - word and spreadsheet files.   Some maybe as many as 100.   Only have a 100 customers but before we start attaching wanted to know if that would create an issue.   A CRM may be best I realize it’s just these documents are all billing related.  

Thanks for getting back to us, @DavidMc2019.

I'll share some information about the notes and attachment limitations in the customer's record.

For notes limitation, you can enter up to 4000 characters into a customer transaction or information. While for attachment limitations, you can attach as many files as you can as long as it doesn't exceed 20MB. 

You can check out these resources to know what transactions can keep attachments and acceptable characters in QuickBooks:

• Attachments in QuickBooks Online
• Acceptable characters in QuickBooks Online

Our Community forum is always open to help you again if you need further assistance managing your books. Wishing you all the best!