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Entering your first note

Follow these steps to enter your first note for a customer, job, vendor, employee, or other name.

  1. Display the list containing the person or job.

    Display the list
  2. For a QuickBooks Center list, select the customer, job, vendor, or employee for which you want to add a note. Then go to the Information area and click Edit Notes.

    What if I want to add a note for a job that doesn't exist yet?

    You must first set up the job before you can enter notes about it. The Notes button appears only in the Customer Center and the Edit Customer/Edit Job windows. It does not appear in the New Customer or New Job windows.

    For the Other Names list, go to the Notes column and double-click the Notes icon for the appropriate other name.

  3. (Optional) Click Date Stamp to add the current date to the note.

  4. In the notepad, enter the text of the note.

    • Enter the text in the notepad area of the window. When you reach the end of a line, you do not need to press Enter. Text wraps automatically to the next line.

    • To start a new paragraph, press Enter twice.

  5. (Optional) Add a reminder note to your To Do list. Click New To Do and enter the text of the reminder note.

    How do I use the Clipboard to enter text?

    If you want the reminder note to contain part or all of the text you entered in the Notepad window, you can use the Clipboard to copy the text to the reminder note.

    1. Select the text you want to copy.

    2. Press Ctrl+C to copy the text to the clipboard.

    3. Click New To Do.

    4. Press Ctrl+V to paste in the text.

    In the Remind me on field, enter the date you want the note to appear on your Reminders list and click OK.

  6. (Optional) Click Print to print your notes.

  7. Click OK.

See also

KB ID# H_NOTEPAD_CUSTJOB_FIRST_NOTE_CREATE
9/27/2016 8:27:31 PM
PPRDQSSWS403 9138 Pro 2017 868e17