Custom Form Styles

Tips for Working in QuickBooks Online Bank Feed: Managing Bank Rules

Valerie Heckman, Intuit, reviews her favorite tips for working with bank and credit card feeds in QuickBooks® Online. This article is part two in the series… 

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Tips for Working in QuickBooks Online Bank Feed: Connections

To start, here are five tips for forming connections and keeping your bank feeds organized and populated with the latest transactions to review. In future articles, I’ll share my advice for creating bank rules and making the most out of adding or matching transactions…

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QuickBooks Online | Connect Bank Accounts & Credit Cards by Certified ProAdvisor

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Video: FIRST LOOK at NEW Reconciliation Screen | QuickBooks Online 2017

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Quickbooks Online – How to ADD BANK TRANSACTIONS | 2017

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Where Do I Find the Custom Form Styles in QBO?

You can customize the style of invoices, sales receipts, and estimates, plus you can control which data entry fields are available on sales forms.

To change the style of sales forms:
Click the Gear icon > Custom Form Styles.
To change the Standard style for all types of forms, click Edit. Or, click New style and then select Invoice, Estimate, or Sales Receipt from the list in the dropdown menu to start a new style.

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Where Do I Find the Custom Form Styles in QBO?

You can customize the style of invoices, sales receipts, and estimates, plus you can control which data entry fields are available on sales forms.

To change the style of sales forms:
Click the Gear icon > Custom Form Styles.
To change the Standard style for all types of forms, click Edit. Or, click New style and then select Invoice, Estimate, or Sales Receipt from the list in the dropdown menu to start a new style.

You can do WHAT in QuickBooks? Invoicing

Invoicing is an area of QBO that doesn’t always get direct attention from accountant users. Knowing the options in QBO, however, can turn you into your client’s hero, as you help them capture the right information, streamline workflow, save time and get paid faster. Here are a few functions you may not know are available.

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