QBOA 'New and Noteworthy'

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How very “punny” of Intuit to have named its new note feature, “New and Noteworthy.” Honestly, it really sums things up perfectly.

As part of its mission to create a space in QBOA for workflow and customer relationship management (CRM), Intuit has created an area to park noteworthy customer information. And let's face it – storing client details keeps us organized and optimizes customer relations.

This section is an internal place to park information that can be shared with other staff, or as a reminder to us about current or important issues.

If you're not using a CRM or other workflow manager, it's paramount to park client details somewhere that is accessible.

One great example was made clear to me recently when a client asked, “How to create a vehicle allowance for an employee”

We exchanged details about the number of employees in his company, as well as payroll rules. He eventually made the best decision for his company. Since this conversation is critical to his operations, capturing notes, including a date stamp as to the conversation's participants, insures consistency. Should additional questions arise regarding the same topic, the notes are on-hand.      

No matter which type of client information you're noting – personal, company, asset management or payroll details – you can't deny QBOA notes are a convenience.

Getting Started Using Notes

When you open your QBOA, you may have noticed the link to view this feature:

If you click the link, a display of options become visible so that you can see how this new note feature stores your details.  

From the QBOA dashboard, select a client’s name and the new Notes feature is visible. This is the same location as the client’s shared docs, bookkeeping and tax details:

Notes are tagged with a date, along with who created the note. They are only visible to firm members:

So, if you're using your QBOA as your CRM, Notes just made it easier to park, share and store important client details without leaving QBOA to find them.