Kelly C 1 Posted August 9, 2014 Share Posted August 9, 2014 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? Link to comment
C6REW 416 Posted August 9, 2014 Share Posted August 9, 2014 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. Regards Chris Link to comment
Level 5* gazumped 11,667 Posted August 9, 2014 Level 5* Share Posted August 9, 2014 Maybe IFTTT ? Link to comment
Paula G. 0 Posted August 25, 2014 Share Posted August 25, 2014 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. Regards,Paula Link to comment
Jonathan Godney 1 Posted June 14, 2017 Share Posted June 14, 2017 Hi Kelly I am looking to do the same thing, I have evaluated both IQBoxy and xpenditure, both integrate into Evernote but both don't quite get the job done. Keep me posted if you find a solution. Thanks Jonathan Link to comment
rupinderkaur 0 Posted March 19, 2021 Share Posted March 19, 2021 Add notes for customers Go to Sales, then select Customers. Select your customer from the list, then select Edit. Select the Notes tab, then add the information in the field. Select Save. For more information click here: https://quickbooks.intuit.com/learn-support/en-us/list-reports/add-and-use-notes/00/186020 Regards Rupinder Kaur | Sagenext Link to comment
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