This post is part of an ongoing series we will be running in the upcoming weeks and months on tips and tricks to make it easier for small business owners to understand and use QuickBooks as efficiently as possible.
Reports to your customers can be sent right from QuickBooks with a friendly pre-set message from you. In the Edit Menu, under Preferences, go to the Send Forms options and see all of the forms for which you can customize a pre-set message.
Have more questions about using QuickBooks? Want to get hands-on training to and really start to learn your way around it? Take a look at our QuickBooks training program and see if we can help you!
QuickBooks Tips & Tricks: Custom Messages with Reports
Juliet Aurora is the CEO of AIS Solutions and Co-Founder of Kninja Knetwork. Through both of these businesses she fulfills her mission to Educate and Empower those around her. In 2017, her firm was named Intuit's Global Firm of the Future, the first time the title has ever been awarded to any firm outside of the US. She has also has been named as one of the Top 50 Women in Accounting, one of the Top 50 Cloud Accountants and one of the Top 10 Canadian Influencers in the Bookkeeping Industry. Her passion for education is channeled through the Intuit Trainer Writer Network, hosting Kninja Knowledge Webinars and most recently, developing a Cloud Accounting Course for the next generation of accounting professionals.
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