Ever have a hard time remembering info about a Customer or Vendor? If so, QuickBooks has you covered with Notes! From the Customer or Vendor Center, simply double‑click on the Notes field (1) for the customer/vendor needing the note. Enter the note (2) and click the “OK” button (3). A Note Icon will appear next to any Customer/Vendor with a note (4). To view the note, just double‑click on the note icon and you’re all set.

Click on the screenshot below for a larger view.

Hope this helps!

Scott

 

More information like this can be found in my courses here.

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Author: Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on QBScott.com

Certifications include:

Certified Public Accountant (CPA)
Certified Bookkeeper (CB)
Advanced Certified ProAdvisor for QuickBooks Desktop
Advanced Certified ProAdvisor for QuickBooks Online
Certified ProAdvisor for QuickBooks Enterprise
Certified ProAdvisor for QuickBooks Point Of Sale