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Sync notes with Quickbooks

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Hi Kelly,


Unless you find someone who can do a bit of programming, I somehow doubt this will be possible. 


What we need is one of our software technical bods to confirm.





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  • 3 weeks later...

I use both Evernote and Quickbooks daily and would like to have the notes for my customers synced so I don't have to reenter them. Is there a way?


Hi Kelly,


Is this for Evernote or Evernote for Business? I've found a way to synch data between many business apps, but it would depend on what you needed to copy over. If there's a way to private message me, I'd be happy to tell you more.




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  • 2 years later...
  • 3 years later...
Add notes for customers
  1. Go to Sales, then select Customers.
  2. Select your customer from the list, then select Edit.
  3. Select the Notes tab, then add the information in the field.
  4. Select Save.

For more information click here: https://quickbooks.intuit.com/learn-support/en-us/list-reports/add-and-use-notes/00/186020


Rupinder Kaur | Sagenext

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