Is there a way to create a sales receipt from an estimate

QBO is not set up to go from Estimate to Sales Receipt at this time. Currently, you create Estimate and then “copy estimate to invoice” to create an Invoice. There is no partial copy so it’s done just one-time. You receive payment against that invoice. Workaround steps from Estimate to Invoice may also work as […]

How to setup recurring Sales Receipt to automatically send email

Assuming you already have a recurring Sales Receipt template setup (*) for a customer and that recurring template shows an email address for the customer, you will need to do the following. From the home page screen: left navigation bar Customers From the customer center page, select a customer Select “Edit” button (upper right corner) […]

QuickBooks – How do I edit the footer message which appears in all my Invoices

To edit the invoice footer message: From the home page screen Click in the company gear at the upper right Go the settings Click custom form styles Find the Standard template under Name and click Edit under Action Select Footer See “Message to customer”. This is where you can edit the message details from the […]

Recording Daily Sales – Restaurants, Retail Stores, POS Cash Register, Sales Template

In QBO Essentials and Plus, you can create a Recurring Sales Transaction to be used at the end of each day to record your daily sales transactions. This YouTube video will show step by step instructions on how to record daily sales in QBO. We highly encourage you to watch the entire video. You do […]

How do I batch print unprinted Sales Receipts now in new QuickBooks Online (QBO)?

From the home page screen Go the blue navigation bar on the left Select Transactions Select Sales Filter these transactions by”Sales Receipts” (Type) and “To be Printed” (Delivery Status) under the status drop down menu Click blue “Apply” button Click Batch Transactions Select Print Transactions Give few seconds to load to be printed pages Click […]