5 Tips for Customizing Forms & Reports in @QuickBooksCA Online by @nerdenterprises
5 Tips for Customizing Forms and Reports in...
Seth David, "Dean of Beans"June 17, 2015Forms, Quickbooks Online, ReportsLeave a Comment Go into settings and turn on custom fields.Define those custom fields.Use the custom fields on an invoice.Customize a report to include those custom fields.Show the summary on the invoice form. Go into settings and turn on custom fields. The first tip for customizing forms and reports in QuickBooks Online is to go into the company settings area and turn on custom fields. While you’re there, check out ALL of your options and see which settings suit you best. The second tip for customizing forms and reports in QuickBooks Online is to define those custom fields. In this video I am using the example of property management. We’re limited to 3, so I am...Read Moreaccountantvip
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