Capturing and Tracking Notes in QBOA Just Got Better

Capturing and Tracking Notes in QBOA Just Got Better

With the new "Notes" tab in QuickBooks® Online Accountant’s (QBOA) client details, you can easily capture notes, see who and when a note has been created, and whether it has been edited.

Here are the new features in the “Notes” tab within QBOA:

  • Your notes will be now automatically stamped with time and author.
  • They can be viewed and edited by all team members who have access to that client.
  • You can also pin a note that is important or permanent, so it is easy to get that information at a glance.
  • Links with the URL can be captured and recognized in the notes.
  • Each note is capped at 4,000 characters, so you can include details and add more later.