QuickBooks Online QBO Tutorial for Beginners – August 2016

How would you like to learn QuickBooks in 90 minutes? This FREE video tutorial is specifically designed for beginners in mind. You will learn QuickBooks Online the right way from the start. It covers all the basics you need to learn and offers some helpful tips. If you are looking for step-by-step educational guidance and […]

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) […]

Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?

Yes. To see which invoices were sent and viewed by clients: From the home page screen Left blue navigation bar Click Transactions Select Sales Click Filter Under Type select Invoices Click Apply Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent. –  (Open Sent) labeled for recent […]