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- Setting General Preferences
- Setting Desktop View Preferences
- Sorting Lists
- Displaying Lists on Forms
- Adding Accounts
- Using Account Numbers
- Adding Customers
- Displaying Detailed Customer Information
- Adding Vendors
- Adding Items in the List Window
- Types of Items
- Using Items on Forms
- Adding Information On-the-Fly
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Using Notes to Enter Customer and Job Information
- Hiding Entries on Lists
- Using the Activities Menu on Your Lists
- Deleting Entries on a List
- Merging Entries on a List
- Printing Lists
- Searching for Transactions
- Generating a QuickReport
- Setting Accounting Preferences
This chapter is from the book
This chapter is from the book
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:
- Click the Customer Center button on the toolbar to the open the Customer Center.
- Click on the name of a customer for whom you want to use the notes feature.
- Click the Edit Notes button.
- In the window that appears, click the Date Stamp button to enter today's date in the Notepad.
- Enter the notes you want to save in the white text area.
- Click New To Do to enter information for reminders.
- Click OK to close the Notepad.
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