Good day, @kbsmith5012. Thank you for coming back and acknowledging the help provided by my colleague ShangY.
 

We're pleased to hear that our suggestion to use the Notes feature in the Customer profile has worked perfectly for your needs. Your feedback is valuable, and we're glad we could provide a solution that meets your requirements for tracking collection efforts.
 

Your satisfaction is our priority, and we're always here to help you make the most of QuickBooks Online. Should you have any other questions or require assistance in the future, please don't hesitate to post them here again. We look forward to continuing to support your business needs.