A reader asked how to find notes after a recent QuickBooks upgrade.
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Thanks for dropping by and submitting a question 🙂
I have to admit that the first time that I opened a QuickBooks 2013 or 2014 file (after having used QuickBooks for years) that at first I thought all of my notes were lost as well.
Any employee notes that you kept in QuickBooks 2012 or earlier – that used to appear in the employee record as soon as you clicked on their name as shown below:
Now appear in QuickBooks 2013 and 2014 in the Notes tab.
Yes, it’s an extra click to display the notes – but they still should be there. While the new layout allows you to see and track more information, things aren’t so easily displayed without extra mouse clicks.
NOTE: I have only heard of a very few instances when notes did not come over into the new version of QuickBooks. If you experience this, you should contact Intuit support.
I’ve always loved the notes feature! I use it to track things like the name and extension of really good sales reps with vendors, makes notes of how long it typically takes customers to pay, or the architect name and phone number on a specific job. Anything that I might need to have ready access to without having to go look for somewhere else.
I hope you found this tip to be helpful – if so, please take a moment to leave a comment or to share it on your favorite social media platform.
Do you use the QuickBooks Notes feature? If so, what kind of information to you keep there?
Emma
First let me apologize for the delay – your comment ended up in the Spam section (and I’ve been quite behind in reviewing that). I hope you found a solution to your problem by now. If you haven’t, play around with the “view” options and customize your columns to include the Ship To Address – this will of course mean that you have to have shipping information in the Address tab of the Customer Record.
Is there a way to make them visible like before??
we cannot click through the noted everytime…
We need to have important shipping information right their in the customer center, front and center!!!
We will have a big fall out of mistakes if there is not a way to fix this…
Please help!
I agree with you Karen, I absolutely hate searching through Outlook for small, but important things that I can keep in QuickBooks!
I love the notes feature as well. I use notes primarily on customers to keep track of important milestones and correspondence as I hate searching through Outlook for this sort of info.