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It's easy to use, eliminating the need to printout, fill in and scan forms. It makes my life easier.
Customer service is helpful and quickly resolved my problem.
2015-10-14
An easy to use program, great features, that allows you to complete and edit PDF forms. I'm no computer expert, but found this program straight forward to follow. Makes completing forms online so much easier than printing onto paper and filling out the long way. Would highly recommend it.
2018-08-19
Time is Money
The document import feature, text alignment tools, and being able to directly type into the document has saved me a lot of time hand-writing statements. This is a good product. Thanks!
2019-10-03
I'm still learning about it but its helping alot understand how things are stored and how I can open them faster and saved my documents I thought I lost it was here so yes I want to learn everything I can about it I'm new at this thanks so much
2023-01-16
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I can upload any document. I can fill out forms sent to me by others and resend them on the quickness.
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I have not found anything that I dislike about it.
What problems are you solving with the product? What benefits have you realized?
I save time by not having to print and scan forms and also saves paper.
2022-02-14
Excellent Service
I did the 30 day trial period and was very satisfied with the process.I used the product for about 10 different documents within a 2 day period. I forgot about the trial period and was charged for an annual subscription and was emailed the confirmation. I went online and requested to cancel the subscription due to not needing the product and received the cancellation with 5 minutes, very satisfied.
2021-05-27
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2020-07-23
This review is primarily for the customer service. This company had extremely quality customer service. FAST responses. I would definitely recommend trying it out for that alone, they will work through and address any issues you have. You won’t be disappointed. Great job.
2020-05-09
Good for Most
All the forms I needed were not available but the forms that were are very useful and the insides on how to fill them out was a blessing.
2025-04-01
Combine Date Invoice Feature
The Combine Date Invoice feature simplifies the invoicing process by allowing users to group multiple invoices into one. This helps you save time and reduce clutter, leading to a more organized financial management system.
Key Features
Group multiple invoices by date or client
Streamlined invoicing process
Improved organization for financial records
Customizable invoice templates
Quick access to past consolidated invoices
Potential Use Cases and Benefits
Ideal for freelancers managing multiple clients
Helpful for businesses handling recurring payments
Facilitates easier record-keeping for tax purposes
Saves time during billing cycles
Enhances cash flow management
By using the Combine Date Invoice feature, you can solve the problem of disorganized invoices. It brings together your invoices into one easy-to-read document. This not only ensures you keep track of your finances but also makes it easier for your clients to process payments. Ultimately, it enhances your productivity and leads to stronger financial control.
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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.
What if I have more questions?
Contact Support
How do I merge line items in QuickBooks?
Click Lists > Item List.
Review the list for duplicate items; note the name of the item you want to remain.
Double-click the item you want to merge into another item. ...
Type in the Item Name/Number field the name exactly as you noted it in step 2.
Click OK to save your change.
How do I merge two expenses in QuickBooks online?
Suggested clip
How to Merge your Chart of Accounts in QuickBooks Online | AUS ... YouTubeStart of suggested client of suggested clip
How to Merge your Chart of Accounts in QuickBooks Online | AUS ...
How do I merge employees in QuickBooks?
On the left menu, Choose Employees.
Select the employee whose name you want to remove by merging.
Click Edit.
Change the First name and Last name field to exactly match the employee you wish to keep.
Change the Display Name to match the name you just entered.
Click Save.
Can I invoice multiple jobs on one invoice in QuickBooks?
Since QuickBooks is designed to invoice customers at a project level, this presented a problem. ... Select Invoice for Time and Expenses from the Customers menu. Select Harrison Norwood from a list by Customer and Jobs and then select Create Invoice and Selected Items.
How do I set up multiple jobs in QuickBooks?
From the Customers menu, select Customer Center.
Locate the customer you want to add jobs into.
Right-click on the customer's name and click Add Job.
In the New Job window, enter the job's information and then click OK.
What is customer job in QuickBooks?
In QuickBooks, a customer is a record of information about your real-life customer. The program takes the data you enter about customers and uses it to fill in invoices and other sales forms with your customers' names, addresses, payment terms, and other info.
How do I do job cost in QuickBooks?
Step 1: Set up a Customer:Job for each of your job. ...
Step 2: Set up your items to optimize for job costing. ...
Step 3: Assign all your expenses to jobs. ...
Step 4: Enter your estimates in QuickBooks Desktop. ...
Step 5: Create appropriate invoices. ...
Step 6: Run job costing reports to see how your business is doing on a job-by-job basis.
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