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January 12, 2022
Question

Im looking to send receipts, mileage and reports to my account. How do I do that with quick books?

  • January 12, 2022
  • 1 reply
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1 reply

Jen_D
January 14, 2022

Good day, Justin.

 

Thanks for your interest with the features in QuickBooks Online. I can definitely guide you how to use the feature's you want.

 

To send sales receipts to customers:

 

  1. Press + New, then Sales receipt
  2. Select the customer from the Customer dropdown.
  3. Add the sales info, such as the payment method.
  4. Enter line items for the products and services you sold.
  5. When you're done, select Save and send to email the receipt.

 

To start mileage tracking in QuickBooks:

 

  1. Go to the Mileage or Trips menu.
  2. Select the Vehicle icon.
  3. Use the QR code if you're using the mobile app or click on Add a trip manually.

 

To open and email a report:

 

  1. Go to the Reports menu.
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.
  4. Select the Email icon.
  5. Check report preview, then select Email.
  6. Enter or update recipient email address, subject and report title.
  7. Select Send.

 

To try out these features, you may use our test drive. There you can navigate around without messing up with your original company file. Click this link to visit our QBO Canada test drive: https://qbo.intuit.com/redir/testdrive_ca/

 

For your reference, see the following links:

 

 

Visit us anytime if you have other questions or concerns in QuickBooks. I'll be right here to help you. All the best!