Catherine_B
QuickBooks Team

Other questions

Thanks for bringing that into our attention, petelake. 

 

Yes, the system will recognize that the note will be for another type that's why it disappears whenever you select the transaction type after. You'll want to categorize the transaction type first and then add the notes after.

 

I'll be attaching articles here that will help manage your transactions: 

 

Feel free to post here anytime if you have other questions.