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This chapter is from the book

This chapter is from the book

Using Notes to Enter Customer and Job Information

QuickBooks provides a Notes feature on the Customer:Job list. To use this feature, follow these instructions:

  1. Click the Customer Center button on the toolbar to the open the Customer Center.
  2. Click on the name of a customer for whom you want to use the notes feature.
  3. Click the Edit Notes button.
  4. In the window that appears, click the Date Stamp button to enter today's date in the Notepad.
  5. Enter the notes you want to save in the white text area.
  6. Click New To Do to enter information for reminders.
  7. Click OK to close the Notepad.
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