In newer version:
Click the Company Gear (upper-right corner)
Select Sales
Click “Messages” (it’s inside; not visible from outside)
Check box that reads “Email me a copy”
Save
Category: Company Settings
My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices?
On Invoices my company name is on the left with my logo but my personal name is written in huge letters across the top of the page and I need to know how to remove my name.
You will need to change company name setting
To do to this task:
From the Home page screen
- Select the Company Gear (top upper corner)
- Select Company Settings under Settings header
- Select Company
- Double click on company name, info and change it as needed
- Save
From the Homepage screen
-
Click “+” sign (top middle)
-
Select “Statement” under Other header
How to email statement to a customer?
-
Select “Edit” under Delivery Method column
-
Default could be “None”
-
Select “Email” from the pop up screen and follow the instructions
-
Select “Create/Send Selected Statements” button
-
It will send email and will end with “Statements Created” message report.
From the Home page screen
- Click Company “Gear” (located at upper right hand corner)
- Select “Company Settings” under Settings header
- Select “Time Tracking” under Advanced header
- Save
Where do i go to enter time?
From home page screen,
- click “+” sign (top middle)
- Select “Single Time Activity” under Employees header
- Or Select “Weekly Timesheet under Employees header
From the Home page screen
- Click the Company gear in the upper right of your Home screen
- Choose Company Settings from the dropdown
- Click Advanced on the left
- Click in the Accounting section (it’s at the top of the page)
- Check the box for Close the books
- Enter a Closing date
- They offer 2 selections from the dropdown selector
a) Allow changes after viewing a warning
b) Allow changes after viewing a warning and entering password
- Select One based on your accounting security need. Selection with password will protect more since password is assigned here by the admin.
- Click Save
- Click Done
New QuickBooks Online Plus – How to enter various expenses in new QBO?
QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
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From the Home page screen
- Click Company Gear (top upper corner)
- Select “Company Settings” under Settings heading
- Select “Advanced”
- Select “Miscellaneous”
- Select “Date format”
- Save
New QuickBooks Online Plus – How to enter various expenses in new QBO?
QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
To do this job, you can run “Sales by Customer Summary” report.
You will need to customize the report to show daily sales and change to cash basis.
If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well.
See attached screenshot photo1, photo2 and photo3 for reference.
