Manage customers and income

Learn how to upload, edit, or delete logos from your invoices, quotes, or sales receipts in QuickBooks Online. A well-designed and properly-presented logo helps establish the company's brand and personality. And… we just made using logos more exciting! You can now upload up to 10 logos for different sales forms so you can better and more easily represent your brand. Follow the steps below to know how to add logos and customise them to your liking. Remember, the logo should be: a .gif, .bmp, .png, .jpg, .jpe, or .jpeg file smaller than 10 MB24-bits or less in bit depth (or colour depth)square-shaped, since rectangles don’t work using the standard RGB colour spaceNote: If your logo is CMKY-formatted, convert it into an RGB image using tools (such as Adobe Photoshop) before you upload it to QuickBooks Online. Add logos Select the Gear icon on the toolbar. Under Your Company, select Custom Form Styles. At the upper right, from the New style

Learn how to get a list of all your recurring transactions and the accounts they're linked to in QuickBooks Online. Have you created recurring transactions to automatically record frequent sales and expenses, like monthly rent? To see all your recurring transactions in one place, open a Recurring Template List report. This tells you which accounts they're linked to on your chart of accounts. Get a Recurring Transactions Template list Go to Business overview and select Reports (Take me there). Find and open the Recurring Template List. Select Customise to customise the report. Select to expand the Filter section. Select the Distribution Account checkbox. You can also select specific accounts from the dropdown. Select Run report. You now have a list of your recurring transaction templates, the amounts for each, and which accounts they're linked to. How to delete an account linked to a recurring transaction If you need to delete an account from your chart of

Learn how to make a recurring sales receipt in QuickBooks Online. Do you need to collect payments from your customers every month? Don't worry. QuickBooks lets you schedule recurring sales receipts so you don't have to create one every time. Here’s how. Create a recurring sales receipt A recurring sales receipt automatically charges a customer at a given interval.  Note: If you enter a number in the days in advance field, the charge will process on the date you created the transaction. For example, if you created a sales receipt on the 5th that recurs on the 15th of each month, the charge will process on the 5th. Go to Settings ⚙ and select Recurring transactions. Select New. Select the Transaction Type▼ drop-down menu, select Sales Receipt, then OK. Enter a template name. This won’t appear on the transaction. From the Type▼ drop-down menu, select Scheduled. Choose the customer’s name from the Customer ▼drop-down menu. Then, verify the email. Note: You ca

Learn how to schedule recurring transactions created with a template using QuickBooks Online Essentials and Plus. You can set the timing for your recurring transaction templates. In this article, we'll explain the feature and show you how to set it up. Set your schedule for "Days in advance" You can take advantage of the Days in advance to create option on scheduled recurring templates. This gives you visibility into future cash flow as well as the ability to send reminders to clients before the transaction date. You can enter the value for this field when editing the schedule of a recurring template. You can create transactions (from scheduled recurring templates) for a specified number of days before the actual transaction date. The values for Previous Date and Next Date that appear on the Recurring Transaction List and on reports are based on the transaction date, not the date when the transactions were created. We also have a Reminder type of recurring template that yo

Learn how to import and design custom form styles for your invoices or estimates in QuickBooks Online. Note: As of 29-06-2021, new QuickBooks Online accounts will no longer have access to the Import Styles feature inside of QuickBooks Labs. Existing accounts can still save and upload DOCX templates. Custom form styles are available for you in QuickBooks Online. With different sample designs, you can import and then add your company info (such as company logo) to highlight your brand. This feature helps reflect your brand identity into your sales forms with less effort and time. Design your custom form style Learn the basics of designing your .docx template to perfect your custom form. Here's how. Make template mapping hassle-free with EZ Map Fields EZ Map fields are sets of known keywords or fields in QuickBooks Online. As you upload, QuickBooks looks for text enclosed in angle brackets in your .docx template. QuickBooks identify which parts of the template are dynamic then match

Learn how to assign classes to transactions in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. You must turn on class tracking before you can begin to use classes. Once you’ve set up your classes, you can start to organise your customer and supplier transactions by class. We’ll show you how, so you can get a clear picture of your profitability by business segment. Tag a class to a transaction Here’s how to tag a class to each row or item in any transaction. Tip: You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in "Change how you tag a class in customer transactions" section. Sel

Learn how to write off bad debt in QuickBooks Online. Bad debt means a customer owes you money but you can't collect it. They have a debt with you, but you know you aren't going to get paid. If your business uses accrual method accounting, you can sometimes write off bad debt as a deduction. When invoices you send in QuickBooks become uncollectible, you need to record them as a bad debt and write them off. This ensures your accounts receivable and net income stay up-to-date.  Step 1: Check your ageing accounts receivable Review other invoices or receivables that should be considered as bad debt using the Accounts Receivable Ageing Detail report. Go to Business overview and select Reports (Take me there). Find and open an Accounts Receivable Ageing Detail report. Check which outstanding accounts receivable should be written off. Step 2: Create a bad debts expense account If you haven't already, create a "bad debts" expense account. Go to Settings ⚙ and&nbsp

Learn how to automatically or manually send reminders to customers when their invoices are or soon to be overdue. There's an easy way to gently remind customers about invoice due dates. In QuickBooks Online, you can set up automatic reminders that go out a few days before or after the due date. No need to track the dates yourself or worry about sending too many reminders. And you can personalise the email message so it matches your business. Or, if you want to send an invoice reminder to a customer manually, we'll show you how to do that too. Set up automatic invoice reminders See who got a reminder Go to Settings ⚙ and select Account and settings. Select the Sales tab. In the Reminders section, select Edit ✏️. Turn on Automatic invoice reminders. Select the dropdown for Reminder 1, and turn on the toggle switch. From the dropdown fields, select days, and before or after to tell QuickBooks when to send the reminder. Note: You can schedule and send email

Learn how to personalise and add specific info to your sales forms. QuickBooks Online gives you the tools to create attractive, professional-looking invoices, quotes, and sales receipts. Customising the appearance and layout of sales forms is a simple yet effective way to enhance your business' communications. You don’t need to be a designer to make eye-catching forms. And you get to decide what info your customers see and only add the info that matters most to your business. You can create and customise invoice, quote and sales receipt templates. Here’s how to customise your sales forms. Step 1: Create a new template Go to Settings ⚙ and then select Custom form styles. Select New style. Select a sales form type you’d like to create a template for. Step 2: Customise the appearance Let's start with the layout and the design. As you make changes, you'll see a preview of the changes in the template. Select the Design tab. Give your template a name. Select Change u