How can you add a note to a shared file in QuickBooks Online?

The correct method to add a note to a shared file in QuickBooks Online is by using the notes icon on the shared document. This icon provides a direct and user-friendly way to attach notes, ensuring that they are easily accessible to all users who have access to the document.

Utilizing the notes icon allows for streamlined communication regarding specific files, enabling users to leave comments, reminders, or instructions directly related to that document. This approach fosters collaboration amongst team members by centralizing conversations and notes linked to the shared content, making it simpler to reference the information within the context of the file.

In contrast, navigating to the notes section in the main menu is not the correct choice because it pertains to general notes rather than notes specific to shared documents. Accessing file management settings under the client typically relates to setting up permissions or managing the overall files but does not specifically focus on adding notes. Lastly, going to the client's project management tools might involve broader project coordination features but does not directly pertain to the process of adding notes to a shared file.