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csowers
Apr 29, 2020 5:21 PM UTC
Solved

Employee Notes

I have QB Desktop Premier Edition. I'd like to add a note to an employee. I'm at Employee Information and in the middle I see Transactions, To Do's, Notes. I click the Notes tab but I can't type anything. How do you add notes?

LieraMarie_A
LieraMarie_AAnswer
Apr 29, 2020 6:41 PM UTC

You're almost there, @csowers.

 

You'll need to select the Add New option in the Manage Notes drop-down menu. Let me show you the detailed steps in adding your employee notes.

  1. Go to Employee and select Employee Center.
  2. Select the employee.
  3. In the Notes tab, click the Manage Notes drop-down arrow and select Add New.
  4. Enter the information.
  5. Click OK.

 

You can also customize your Employee Contact List report to include notes. Here's how:

  1. Go to Reports.
  2. Select Employees & Payroll and choose Employee Contact List.
  3. Click Customize report.
  4. From the Display tab, enter "Notes" in the Columns field.
  5. Select Notes by placing a checkmark.
  6. Click OK.

 

If there's anything else that I can help you with, please let me know in the comment section down below.

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20 replies

LieraMarie_A
LieraMarie_AAnswer
Apr 29, 2020 6:41 PM UTC

You're almost there, @csowers.

 

You'll need to select the Add New option in the Manage Notes drop-down menu. Let me show you the detailed steps in adding your employee notes.

  1. Go to Employee and select Employee Center.
  2. Select the employee.
  3. In the Notes tab, click the Manage Notes drop-down arrow and select Add New.
  4. Enter the information.
  5. Click OK.

 

You can also customize your Employee Contact List report to include notes. Here's how:

  1. Go to Reports.
  2. Select Employees & Payroll and choose Employee Contact List.
  3. Click Customize report.
  4. From the Display tab, enter "Notes" in the Columns field.
  5. Select Notes by placing a checkmark.
  6. Click OK.

 

If there's anything else that I can help you with, please let me know in the comment section down below.

    Frustrated 12
    Sep 2, 2020 2:34 PM UTC

    I need a way to print notes ... using the contact list and selecting notes in the dispaly only puts the comment has notes???   I'm not sure how this helps

    PityM
    Sep 2, 2020 3:32 PM UTC

    Frustrated - I had the same problem.  Double click on the specific note and the note pops up with the option to print. (along with ok, cancel, help, date stamp at the bottom is print) I had to do each note individually though for my employee. hope this helps

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