add notes to recurring check or invoice that only quickbooks users can see - not customer or vendors

I would like to add internal notes to a recurring check or invoice that only the quickbooks users can see.  Example - I’d like to add an internal note to a recurring monthly check that says “land lease payment equals 10% revenue of property XYZ” or “add 5% to this payment starting November 2022”

I know there is the memo line, but I don’t want the customer to see these notes on the check if I forget to delete them. 

Answer

Hello there, Deanna.

You're right about using the Memo line in the transactions.

Entering notes, memos, or descriptions in your recurring transactions will be seen by everyone. If you'd like to add a restriction to hide them from your customers and vendors, you can send feedback to our developers. This lets them know how you'd like the program to work.

I'm always around if you have questions.

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IntuitSophia , Community Support Specialist
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