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Sep 27, 2021 2:17 PM UTC
Question

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

On friday I could leave notes on my customers accounts, now it has gone along with all previous notes made.

1 reply

Sep 27, 2021 3:46 PM UTC

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.