Custom Form Styles

How to link PayPal to QuickBooks Online [Part 2]

When you’re using PayPal to receive customer payments, PayPal works like a separate bank account. When a customer pays you, money is transferred from the customer to your PayPal account. These funds will then remain in your PayPal account until you initiate a transfer. The transfer will then move the funds from your PayPal account into your Checking account…..

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Video: Client Retainers, Deposits, and Pre-Payments

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Adding Transactions from Quickbooks Online Bank Feeds

In this Quickbooks training tutorial, you will learn how to add transactions from the Quickbooks Online bank feeds center. You will see the results of the transactions you added as well as find them in the review center in the “in Quickbooks” section…

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Video: Importing Files to Quickbooks Online Bank Feeds

In this video, you will learn how to import qbo files in to the bank feeds review center in Quickbooks online. QBO files are an example of webconnect files. These are files that you can import and review and edit as bank transactions. With qbo files, the result is the same as connecting to the bank and downloading them through bank feeds. The transactions go in to the review center just the same…

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Using PayPal with QuickBooks Online (Part 1)

If you’re using PayPal and QuickBooks Online then this blog post is for you. It will show you how to link PayPal to QuickBooks Online. And then, show you how to how to enter payments made with PayPal into QuickBooks Online correctly.

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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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How to customize invoices in QuickBooks Online

Change is difficult – I understand.  If you’ve struggled, like Jasmine, and are ready to give it a try, then I will show you exactly how to customize invoices in QuickBooks Online. It may be easier than you think, and you just may love the result!…

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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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