Using QBO in Chrome gives you two great features: DUPLICATE TAB – which will open another tab with the same information you currently have open BOOKMARKS BAR – which will always take you to a specific area of QBO, even if you are in another ...
Using the Scheduling Assistant in Office 365
To use the Scheduling Assistant in order to see a person’s free/busy information, do the following: Create a meeting invitation in Outlook. Add the people you want to invite to the meeting. From the Ribbon, click Scheduling ...
Intuit’s Open Platform Helps Professionals Service All Their Clients (Including Non-QuickBooks Clients) More Efficiently
QBOA users can add their non-QuickBooks clients in two ways. The first is to simply click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no subscription right now.” The second option is ...
QBO – Disabling an Account Summary on your Sales Invoice
Click on the Cog on the top right of your screen and select Account and Settings Select Sales from the tabs on the left Click on the green button Customize Look and Feel A list of sales invoice templates you created will appear Click ...
QBO Tip – Fixing Sales Invoice Issue
The issue is on the invoice template. The “account summary” section was checked off, so the invoice was showing a section of the customer account summary, that included payments that were taken around the date of the invoice. Uncheck the ...