Email ID: contact@freelancingwithumesh.com
HOW TO USE CUSTOMER NOTES TO TRACK IMPORTANT INFORMATION IN QBO
From the left navigation bar click Customers. Click on the customer’s name to open the customer information. In my example, I’m going to choose Amy’s Bird Sanctuary.
There are a couple of ways to add notes.
First is to click “Add Notes”
And just start adding notes that are relevant for that customer. I recommend that you enter your initials and the date so that you can track when you actually entered that note and then who entered the note.
ADD A COLLECTIONS NOTE
Here’s a typical collections note that we might enter for a customer.
The note is automatically saved in QBO.
Another way to add notes is to click on Customer Details
TIPS FOR WORKING WITH NOTES IN QUICKBOOKS ONLINE
Right now in QBO you can’t tag a conversation, or tag a note for the type of conversation that you’re entering.
Let’s say its a collection note that I’m tracking here:
Enter your initials, date and in parentheses enter “collections”. This way, you know that this is a note about collections.
Let’s say that I want to make another note and its about a contract.
Enter the new note above the old note and indicate in parenthesis that it is a “contract” note. See the example below:
TYPES OF NOTES TO TRACK IN QUICKBOOKS ONLINE
You can use customer notes to track important information. Here is a list of suggested uses:
-
Collection Notes
-
Contracts
-
Pricing – specific pricing or hourly rates
-
Internal invoicing notes
-
Conversations with customers
-
Shipping instructions
Here’s an example of a note you might enter to track pricing or rates for a customer:
This is helpful when you need to invoice the customer. Just look at the notes to remember which rates to use.
CLOSING
You have learned how to use customer notes to track important information in QBO. Try it out and let me know how you are using notes or if you have found other uses for notes in QBO.
For more tutorials please subscribe to this blog below and be sure to share this content with others. Have a great week!
"Bookkeeping service", "Quick book service","Quick Book Tutorial","Bookkeeping service","Low cost bookkeeping service",How to pay bill through Quickbook online