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Blog Archives

Sending an Invoice by Email & Customizing the Greeting

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You may know that sending an invoice by email is one of the many features that can save you time and money with QuickBooks Online. Let’s look at the settings you should customize and and how you can use it.     In the Gear icon in the top right corner, select the left column Settings, […]

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Attachments in QuickBooks Online

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Are you paying for Expensify or Shoeboxed just to handle all of your receipts digitally? While these can be great apps for the right situation, if you already have QuickBooks Online, you may be paying for more than you need. Do you know that QuickBooks can capture receipts, documents and images digitally and store them […]

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How Do I Inactivate a Customer in QuickBooks Online?

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You go to the Customer Center by clicking the word Customer in the blue bar on the left of the screen, select the customer name from the list that you want to inactivate (clicking on the name itself), click the edit button next to the name to get to the customer information screen.     […]

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10 Reasons you should use Quickbooks

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QuickBooks… Handles many bookkeeping tasks automatically, saving you time. Generates helpful reports that keep you informed about the health of your business. Costs very little money, but it’s powerful enough to serve the needs of multi-million-dollar businesses. Can help you plan for the future by creating business plans and projected balance sheets. Can be thoroughly […]

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