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Christie - IN
Level 1

Client Notes - QuickBooks Desktop

Hello,  I am looking for a place to track notes between my client & I in the QuickBooks Desktop.  Such as monthly "Ask My Client".  Please, note that I am not currently using an Accountants version of QB. 

1 Comment 1
QuickBooks Team

Client Notes - QuickBooks Desktop

Hi there,


Welcome to the Community. I'll be glad to answer your question. 


It's important to keep track of your client's notes in QuickBooks to make the communication much easier. At this time, QuickBooks Desktop doesn't have the capability to add/track notes. I know how essential it is to have this feature and I recommend sending feedback about this to our engineers. To send feedback, click on the Help Menu and look for Send Feedback Online. Your feedback is valuable and I encourage  you to let us know what features would help make a difference on your end.


Let me know if you have questions. I'm here to help. 

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