QuickBooks Q&A
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Hi I haven't been able to find the answer by searching so hoping someone here can help.For the past couple of years i have been using QBO to invoice for my freelance work. Every invoice has a job description which i have so far been entering as the first line item leaving product/service field blank.I have used the message to customer field (under content tab) to display my bank details for EFT. I have now switched this detail to the footer.I'm hoping there is a way to automatically enter the job description into the subject line of the emails sent. Is it possible for me to put the job description into message to customer and then use something like [message] within the email subject line to automatically insert it?Is there a list of what info can be [inserted] ?Many thanks.
The dashboard bank accounts get bank balance and transactions that are past. The QB balance is the balance from all transactions past and future. It should have a 'where clause' to only consider transactions up to today and disregard future transactions. QB Support do not believe it is an issue. I am not sure how you do accrual accounting and rely on this dashboard tile to reconcile your cash balance quickly. What do others think??
Clicked on pencil icon on list of bank accounts on dashboard - nothing, blank screen. In Banking I can click on the arrow to the right of the account cards and I get the accounts list and click 'reorder accounts', but then cannot drag and drop. What am I doing wrong?
nothing happens when the report tab is selected. The report menu does not appear.
