Ask the Accountant…
Question: I want to keep notes in QuickBooks Premier. How do I do that?
Answer: For Customers, you can go to Customers > Customer Center. Highlight a customer, and you will see the transactions related to that customer – estimate, sales order, invoice.
Click on one of these, and there will be a box in the bottom right of the screen that says “Notes.” You can write notes in here pertaining to that customer. You can also see the notes when you highlight the customer in the top right of the Customer Information screen.
The process for vendor notes is similar. Go to Vendors > Vendor Center. Click on one of the transactions listed, purchase order or bill, and write notes in the bottom right of the screen that says “Notes.” You can also see the notes when you highlight the vendor in the Vendor Information screen in the top right of the screen.
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