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Troubleshooting

Keeping Track of Customer Payments

I need to keep track of long-term information regarding some customers. If a customer is perpetually late on making payments, how can I record this information to remind myself the next time I do business with him?

You can use the QuickBooks Notes feature to keep track of important information about your customers. Open the Customer:Job List and click in the Notes column next to any customer name. A Notepad window appears in which you can enter any pertinent information about this customer. Each time you open the Customer:Job list in the future, you will see a little Notepad icon next to the customers for whom you have entered notes. Double-click on the icon to view the notes for any customers. Also, from any transaction window, you can press Ctrl+L in the Customer:Job field to quickly view the Customer:Job list and see if there are notes about this customer.


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