Add a Note to a Report

To add a note to a report:

1. Open the Notes tab in the account record.
   How?

   1. In the Home window, on the Tools menu, select For My Accountant and then Account Information.
   2. Select the account you want to add a note to.
   3. Click the Notes tab.
2. Type the text you want to add to the account.
3. (Optional) Select Display as notes to the financial statements to include the note in your financial statements.
4. Click Save and Close.

Published: June 19, 2017
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