QBO Section Headers

Quickbooks Online Soltuions

1. Workflows for onboarding clients to QuickBooks Online

2. Identifying the right QuickBooks Online subscription for a client’s needs

3. Billing Options

4. Adding QuickBooks Time and QuickBooks Online Payroll

Getting Started

1. Customizing the chart of accounts

2. Importing the chart of accoutn, products, services, custiomers, and vendor info

3. Managing the products and setrvicces list

4. Managing Customer and Vendors

5. Adding and Managing Users

6. Adding Apps

Sales and customers

11.Customizing sales forms

qbo.custom.forms.png

Adding a custom field to sales forms

Select the Gear icon, then select Custom fields Select Add field In the Name field, enter the name of the custom field To customize sales forms such as invoices, check the box next to All Sales forms Use the Print on form slider to make the custom field appear on printed or emailed transactions When done, select Save

Back on the Custom fields screen, the new custom field appears. Note that there’s a checkmark in the columns of the transaction forms that the custom field applies to. The Print icon next to them indicates whether the custom field is set to show for customers and vendors on printed or emailed forms.

How many custom fields can be added?

QuickBooks Online Advanced Up to 12 active custom fields for each transaction type in the following form categories:

Purchase orders Sales forms Expense forms

Clients can also add up to 12 custom fields to:

Customer profiles Vendor profiles Projects

Follow this link for a detailed article on how to create and edit custom fields in QuickBooks Online Advanced.

Working with Estimates and Purchase Orders

estimates created by the client are saved in the Sales center. Estimates can also be found in the Customers tab. Select an individual customer then select the Transaction List tab for that customer.

Some of your clients may have access to the Estimates tab in the Sales center.

Clients using QuickBooks Online Plus or Advanced can create a purchase order using an estimate.

To enable this option, follow these steps:

From the Gear icon, select Account and Settings Next, select the Expenses tab

In the Purchase orders section, move the Use purchase orders slider to switch it on

When you’re done, select Save, followed by Done

1. Customer Statements

2. Credit memo and customer refunds

3. Adding Quickbooks Payments

4. Basic Sales Tax setup

Creating a customer statement

1. Select + New, then select Statement
2. Select the checkboxes for the customer(s) you wish to create statements for
3. Select the Statement type from the dropdown. For this example, we’ll create a Balance Forward statement
4. From the Customer Balance Status dropdown, choose whether you want the statement to list All, Open, or Overdue transactions
5. Next, enter a statement date (typically the date when you’ll issue the statement)
6. Specify the date range that you want the statement to cover
7. Check that the statement contains the correct information before you send it to the selected customer(s). To do this, select Print or Preview at the bottom of the screen. This opens a statement preview
8. If the statement looks good, select Close on the preview window, then select Save or Save and send as required

Alternative methods of creating customer statements

1. One way to do this for a specific customer is to select Create statement from the dropdown in the Action column.
2. Another way is to open the customer from list and select New transaction followed by Statement.
3. To create statements for multiple customers at once, check all the relevant customers, then select Create statements from the Batch actions dropdown.

Credit memos and customer refunds

How can you and QuickBooks Online help?

QuickBooks Online allows clients to give their customers credit that they can apply to invoices. These are issued as credit memos. Clients can also send refunds to customers if required. They can do this by creating refund receipts.

Expenses and vendors

Banking

Reports

Managing your work, team and clients

Period and Year End