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2019-01-25
ease of use could be a little better
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It seems like each time I try to do something new, it costs extra. Example is signatures. Only holds 3 signatures.
2017-11-15
Sam was absolutely awesome
Sam was absolutely awesome! i explained my issue and needless to say i had been trying to figure this out all day and within 5 mins Sam had me on the right path. His excellent customer service and knowledge was a winning combination. Sam is definitely an asset to this companyRhonda W
2021-05-16
Relatively easy to use and work with…
Relatively easy to use and work with files. Although, it takes a bit of effort for age challenged individuals.
2020-07-15
Turn On Required Field Invoice Feature
The Turn On Required Field Invoice feature enhances your invoicing process by ensuring that essential information is always included. With this feature, you streamline invoicing, reduce errors, and improve overall workflow efficiency.
Key Features
Mandatory fields for crucial data input
Customizable field requirements based on your needs
User-friendly interface for easy navigation
Automatic notifications for incomplete invoices
Integration with existing accounting software
Potential Use Cases and Benefits
Small businesses can maintain compliance by ensuring that all invoicing fields are filled out correctly
Freelancers can avoid payment delays by having all required information upfront
Companies can enhance client relations with accurate and complete invoices
Accountants can simplify record keeping and auditing processes
This feature solves common invoicing problems, such as missing information and payment disputes. By making key fields mandatory, you ensure that all invoices are complete before they are sent out. This leads to quicker payments and satisfied customers. With the Turn On Required Field Invoice feature, you can manage your invoicing with confidence and ease.
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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?
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How do I add a custom field to an invoice in QuickBooks online?
Select the Gear icon from any page. ...
Select the Creation custom field. ...
Choose Customer info or Transaction info. ...
Give your custom field a name.
Select Text, Number, Date, or Drop-down list from the Type drop-down.
Choose where you want your custom field to appear.
How many custom fields can you set up for items in QuickBooks?
The new fields appear on the Additional Info tab. In Pro/Premier, there is a total of 15 custom fields. However, you cannot have more than 7 per category. You can add up to 7 custom fields to your Customer & Job list, Vendors list, or Employee list.
How do I customize a customer list in QuickBooks?
Go to the Reports menu.
Select Customers and Receivables and then Customer Phone List.
Select Customize Report.
On the Display tab, uncheck Main Phone.
Scroll down the column list and check Sales Tax Code.
Go to the Filters tab.
(for QuickBooks for Mac, choose the Filters icon).
Can you add more than 3 custom fields in QuickBooks online?
To add a custom field to a QuickBooks Online invoice is easy, but keep in mind that QuickBooks Online only allows you three custom fields. Also keep in mind that once you add a custom field, it will also appear as a field on all of your sales forms too.
How do I customize a bill in QuickBooks?
Click the Lists tab at the top menu bar.
Click Templates.
Double-click the template you're using.
Click Additional Customization.
Go to the Header tab.
On the Print column, put a check mark beside Bill To.
Click OK.
How do I customize columns in QuickBooks?
Go to Reports.
Find and select the report you want to customize.
Select Customize.
Select Rows/Columns, then Change Columns. ...
Mark the columns you want to appear on your report.
Select the square of dots (order) beside each column, then drag and drop it to your desired order.
How do I create a custom column in QuickBooks?
Step 1: Create custom fields Select the Gear icon from any page. In the Lists column, select Custom fields. Select the Creation custom field. If you've already created a field, you'll see the Add field option instead.
Can you customize reports in QuickBooks?
QuickBooks Desktop allows you to customize any report that you generate. You can customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report.
How do I add more columns in QuickBooks invoice?
Click the Gear icon in the upper right corner and choose Custom Form Styles.
Choose the invoice template and click Edit.
Go to the Content tab and click the upper part of the template.
Click the Custom field and Enter the Field Names.
Hit Done.
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