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If you want to tweak the content of your QuickBooks-generated emails, it’s easy to do. You can then change the default email template for a number of forms, and for reports in general. This is also the place where you can change verbiage in the body of your emailed invoice or add a bcc email address (nice if you want a copy of the invoice to come back to you). Posted in quickbooks.Tagged emailed invoice, quickbooks, quickbooks email, quickbooks invoice, quickbooks template.
Hello, I wonder if it is possible to have more than one invoice template, I have different type of customers. Is there any way to email the Invoices so it shows right in the customers email instead of a PDF file? But when I actually go to the invoice and attempt to email it, it has gone back to the original template not displaying the changes that I thought I had saved? When we email invoices, can we have 3 different outlook messages so each user can send invoices via Outlook with their own personal template message?
You can get the job into the header of the invoice itself, but I don’t know of a way to put it in the subject line, sorry. In 2014 it is changing font for template to times new roman when it was working perfectly before.
Shannon: Along the lines of what Shirley mentioned, we print out our invoices and they also generate nicely in Broadgun for e-mailing, however, when they are converted to be e-mailed from within QB, the font of our company name is changed. In 2014 QB why is the emailed statement different from the email I see when I preview the statement?
So if you go into Create Statements and click the Customize button for statements in the right pane, and then click on Basic Customization, you’ll see a checkbox for Company Name.
In the Create Invoices screen, if you click on Customize Design in the top ribbon, it will take you to something that allows that. Amazon Shop buttons are programmatically attached to all reviews, regardless of products' final review scores.
QuickBooks remains a solid business accounting application that will help you keep an eye on your business, though it's still doesn't have cross-compatibility with the Windows version. If this is your first look at the new QuickBooks for Mac 2014 youa€™re likely to think it represents little more than a change of paint on an app that is substantially the same as its predecessor.

QuickBooks for Mac's new income tracker provides an excellent overview of your business' financial health.
Earlier versions of the app required that you use QuickBooksa€™ Roundtrip feature to create a backup of your Mac data file that could be restored in the Windows version of QuickBooks. While this new feature makes having your accountant update your company data far less onerous than the roundtrip method, finding information on how to perform the task was challenging and, in the end, requires that your accountant own a copy of QuickBooks for Accounts. QuickBooks for Maca€™s Home Page is a flowchart interface that has been around for some time now. The Snapshot aggregates all your company information in a single view, giving you a clear overview of your businessa€™ current financial health. One other new feature I found useful in QuickBooks for Mac is a tool called Set Up and Go, which provides helpful video overviews of how to get started with QuickBooksa€™ most-used features.
As has been the case for the last several years, therea€™s not too much thata€™s too different about the latest version of QuickBooks for Mac, which isna€™t necessarily a bad thing.
Jeffery Battersby is an Apple Certified Trainer, (very) smalltime actor, and regular contributor to Macworld.
We want to send invoices using Outlook but QB seems to be modifying the formatting of the email.
For example, my company name shows when I view the statement but when you view the pdf of the statement that is emailed to my customer my company name in not included. I would like to add our company logo and change the defauly blue border to a different color? If the approach I describe for Doug above is available to you, that’s the way to do it. Our parent company, IDG, receives advertisement revenue for shopping activity generated by the links.
Unfortunately, while your accountant worked on your file you couldna€™t make any changes to the data on your Mac.
While it has a new, lighter color, the tools it offers are exactly the same as what youa€™ll find in the last few versions of the app. A small, colored header at the top of the Snapshot displays a list of your current open estimates, un-billed time, open invoices, overdue invoices, and info on invoices that have been paid in the last 90 days. For example, because of small text size and a mottled background, text used in the graphs appears to be blurred.

QuickBooks remains a solid business accounting application that will help you keep an eye on your business.
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You can pick from the drop down list to display the customer’s first and last name.
So, before I send the collection emails, I’m having to go to each one individually and change the Template to our custom form so our company name, etc will show on the invoice when emailed. But the Australian version may not have that, and if not, I unfortunately don’t have an answer for you.
Because the buttons are attached programmatically, they should not be interpreted as editorial endorsements. Now QuickBooks for Mac allows you to import journal entries, which is essentially the debit and credit information for every transaction you create.
But there is now a new Snapshot feature that is part of the Home Page that I found to be quite useful. Below this bar appear graphs and other detail information about your account balances, income and expense breakdowns, accounts payable and year-over-year income and expenses comparisons. Nope, therea€™s still no cross platform compatibility with the Windows version of the app, so if thata€™s something you need youa€™ll need to look elsewhere for your accounting needs. QuickBooks for Mac offers a number of small new improvements that should help enhance the applicationa€™s value and give you a better clue as to how your business is doing. Double-click any Snapshot item and you drill down into the data driving the information you see.
Otherwise, QuickBooks for Mac 2014 should help your business stay on solid financial ground.

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