Does QuickBooks Online have an area where I can enter customer notes?
Yes, there are two different areas in QuickBooks Online where one can enter notes.
1. From the left navigation bar click on Customers.
2. Click on the customer’s name to open the customer information window.
3. Click on Add notes.
4. Add your notes. To make tracking of notes easier, I recommend adding the date to your notes.
5. QBO automatically saves the note.
6. Next time you want to add another note to the same customer, click on more.
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1. You can also add Notes from the Customer Details area.