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Why keep notes about customers or jobs

Each customer or job you set up has its own notepad where you can keep miscellaneous notes to yourself about the customer or job. For example, you can jot down factors that might affect the cost you quoted on an estimate, or enter notes about client requests for changes.

Once you've entered a note, you can add to it at any time. For example, you can use the notepad to keep a running record of conversations you've had with your customer. If you want, you can have QuickBooks date each new entry you make.

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