If it’s your first time making any changes, you should see the following descriptions: The Design tab deals purely with the aesthetics of your invoice, and there are five areas to design your invoice. The Content tab is included in How to Set Up Sales Form Content in QuickBooks Online while the Email tab is in How to Set Up Messages in QuickBooks Online. This tutorial will work through the Design tab. There are three tabs in the upper left corner: Design, Content, and Emails. Later tutorials will walk you through all nine areas as this tutorial focuses only on the look and feel of your invoices. There are nine areas to customize the options and defaults on your sales forms, which consist of invoices, receipts, and estimates. If this is a new company, the only form style available is the default template named “Standard.” If you want to make only a slight adjustment, you can edit the default template by clicking Edit on the far right side of the line. How to Manage Credit Card Sales With a Third-party Credit Card Processor How to Manage Credit Card Sales With QuickBooks Payments How to Reconcile Business Credit Card Accounts How to Manage Downloaded Business Credit Card Transactions How to Enter Business Credit Card Transactions Manually Part 5: Managing Business Credit Card Transactions How to Handle Bounced Checks From Customers How to Transfer Funds Between Bank Accounts How to Manage Downloaded Banking Transactions How to Enter Banking Transactions Manually How to Set Up the Products and Services List How to Set Up Invoices, Sales Receipts & Estimates How to Customize Invoices, Sales Receipts & Estimates
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