Customers and jobs: Keeping notes
When you open a customer or job in the Customer Center, you'll see that each one has a Notes pane. This is a notepad where you can keep notes about a customer or job.
To add or edit a note:
- Choose Lists > Customer:Jobs or choose Customers > Customer Center.
- Double-click in the Notes column next to a customer or job name. (To edit a exiting note, double-click the
icon.) Or select a customer or job name and then click Add Notes or Edit Notes in the top right corner of the window (
Customer Center only).
- (Optional) Click Date Stamp to add the current date to the note.
- Click New To Do to enter a note.
Details
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Note. Enter info about this To Do into the big Note field.
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Remind me on. Enter the date you want QuickBooks to remind you to complete this task. The date you enter is the date the note will appear in the QuickBooks Reminders list.
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Done. Check the Done box if you've already done this task. This moves the note to the bottom of the To Do list and removes the note from the Reminders list.
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Show in Reminders. Check “Show in Reminders” to add the note to Reminders as an all-day event.
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Inactive
Check Inactive to make this task inactive.
- Click OK.
Notes on notes:
- Use To Do notes to remind yourself about tasks you need to complete by a certain date. QuickBooks adds each note to the Reminders list when the note's reminder date arrives.
- Add a reminder to your To Do notes by editing Notes for a customer. In the
Customer Center, select the customer name and click Edit Notes in the top right corner.
- You can view your reminders, including your To Do list, on your
Company Snapshot or by clicking Reminders on the toolbar.
- When you've completed a To Do note, edit the note and mark the To Do note as Done.
- View notes when you are using the customer or job in a transaction by choosing Edit > Notepad.