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Peter H

2019-09-04

PDF filler is incredibly easy to use. The instructions are clear and concise. It is a powerful tool. If you need to create fillable PDF forms, I can't think of a better application than this one.

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Dena Hussey

2019-05-28

What do you like best?
The site is intuitive and everything is organized in a no fuss manner. Scanning in documents and making changes is easy.
What do you dislike?
The printing of documents can be tricky sometimes. Most of the time I save as a PDF and open with Adobe.
Recommendations to others considering the product:
Have the basic Adobe software as well. It makes printing documents, in the proper size, much easier.
What problems are you solving with the product? What benefits have you realized?
We have many documents that have to be changed constantly. Tax Exemption Forms, Charts and Invoices. This makes it very easy.

5

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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I change invoice message in QuickBooks?

Changing Invoice Message to Customer From QuickBooks Online, click the Gear icon () > select Custom Form Styles. On the form you're using to send the Invoice > click Edit.

How do I delete a customer message in QuickBooks?

Click the Lists menu, then navigate to Customer and Vendor Profile Lists > Customer Message List. 2. There are 5 default messages already listed in QuickBooks. If you need to delete any of these messages, right-click on a message, then click Delete Customer Message.

How do I add a note in QuickBooks?

Go to Expenses, then select Vendors. Select your vendor from the list, then select Edit. Enter the information in the Notes field, then select Save.

How do I view notes in QuickBooks?

Open your company file in QuickBooks. At the top menu bar, click Customers. Choose Customer Center. Beside the search bar on top of the customer list, double-click the magnifying glass icon. The Custom Filter will pop up. On the Search option, choose All Customers. On the in drop-down menu, choose Notes.

How do I print employee notes in QuickBooks?

Click Customer at the top, then Customer Center. Look for the name of the customer, then click the Notes tab below the Customer Information. Double-click the Notes to open them. Click Print.

Are notes automatically pinned in QBO?

Your notes will be now automatically stamped with time and author. They can be viewed and edited by all team members who have access to that client. You can also pin a note that is important or permanent, so it is easy to get that information at a glance. Links with the URL can be captured and recognized in the notes.

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