Start from the Beginning with Custom Fields You can start working with custom fields and classes at any time. They’re most effective, though, when you build them in as you’re just starting to use QBO. Let’s look at custom fields first. When we refer to “fields,” we simply mean the rectangular boxes in records and […]
Save time and ensure that repeat transactions are processed as scheduled–use recurring transactions. Here’s how it works. Step 1: Create a template, a type of model, for each recurring transaction. To do this, simply create the transaction you want to repeat. Say it’s an invoice for a service you provide monthly to a company or […]
Is your annual QuickBooks wrap-up on your end of year “todo” list? Here are some of the things we suggest you fit into your busy schedule sometime this month. Create and send year-end statements. As your customers wrap up 2016, too, it’s good to send statements for past-due accounts. In an ideal […]
QBO employs a two-step process for bill payment. Once you’ve completed the first (setup), the hard part is done, and you can move on to fulfilling your financial obligations. Create a bill template and enter its details. You can even set up recurring bills. To review quickly from our previous post, we created a bill by […]
Make a good impression on your customers by sending them well-designed sales forms–customizing QBO forms QBO comes with its own default sales form style; this is the layout and content that will automatically display when you start a new transaction. You can easily change this and have it apply to all transactions. Your logo is […]