add notes to invoices in quickbooks online for mac

#ADD NOTES TO INVOICES IN QUICKBOOKS ONLINE FOR MAC HOW TO#

The user types of your members is also a way to help them determine what they can and can't do within the company file. The ones stated by my colleagues above are the only options where you can add notes. I'm here to lend a hand if you've got more QuickBooks concerns. You'll want to use the same log-in info for multiple companies so you can easily switch between them. Please refer to this handy resource for more details: Edit QuickBooks Online company settings. Simply change some settings in the Account and Settings page to turn features on and off. Īlso, you can personalize QuickBooks Online to work the way you want it to. Meanwhile, I'd like to route you to our QuickBooks blog page to get you in the loop about the recent news and product updates.

#ADD NOTES TO INVOICES IN QUICKBOOKS ONLINE FOR MAC HOW TO#

On the other hand, for the steps on how to enter notes to the employees' profile and the Contact List report can be found in this article: Add and use notes. Input the info in the Notes field, and then hit Save.Pick the vendor name from the list, and then click Edit.Go to the Expenses menu, and then select the Vendors tab.To enter notes for your vendor profiles, here are the steps how: Click the Notes tab, and then add the info in the field.Select your customer from the list, and then pick Edit.Go to the Sales menu, and then choose the Customers tab.

To add notes to your customer profiles, here's how: The option to add notes to the overall company on how to handle transactions isn't available in QuickBooks Online, you can enter notes in your customers, vendors, and employees' profiles, and the Contact List report.

Add notes to invoices in quickbooks online for mac