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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!