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September 27, 2021
Question

I can't leave "notes" anymore on my customers account?

  • September 27, 2021
  • 1 reply
  • 0 views
On friday I could leave notes on my customers accounts, now it has gone along with all previous notes made.

1 reply

September 27, 2021

Hello Jo-hattonandberk, 

 

Welcome to the Community page, 

 

So we have had an update on Quickbooks and the notes section has been removed from there. To access the notes now you will either have to go to your practice> clients> (click on clients name) or logging into the client as a firm user and selecting "notes" from the Accountant Toolbox.