Remembering Customer and Vendor Information with Notes in QuickBooks Desktop
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!
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