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October 3, 2024
Question

How do I add an internal note to an invoice or customer?

  • October 3, 2024
  • 1 reply
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1 reply

October 3, 2024

Hey there, ann-kingcitytrai.

 

I appreciate you taking the time to join us here in the QuickBooks Community! Adding notes to your customers is one of the many great features that are available in QuickBooks. Let me show you how!

 

  1. Go to "Customers & leads", then select "Customers" (Take me there).
  2. Select your customer from the list, then select "Edit".
  3. Select the "Notes" tab, then add the information in the field.
  4. Select "Save".

You can also add notes to your suppliers and employees profile! Here's a guide for reference.