1. Combine Pdf

Choose E-mail, Mail, or None to identify the method that your customer prefers for receiving information. If you choose E-mail, QuickBooks automatically turns on the E-mail checkbox when you create forms (such as invoices) for this customer. The Mail method represents snail-mailing your customers’ info.

You can also add notes in the Memo field for additional information. If you need to add more details regarding the expense. Expert Tip: You can attach a picture of a receipt or a PDF file by clicking on Attachments. It will allow you to upload and attach file to the Expense. Enter the amount of the expense in the Amount field. In QuickBooks Mac 2015 there are many more 'attachment points' - places where you can add an attachment to specific forms. However there are quite a few in 2013 as well. This allows you to associate the attachments with a particular Sales receipt say, or vendor.

Best graphics card for 2013 mac powerbook. You can set up and add new sales tax for your business. As your business expands to new places, you can collect the right sales tax so you're ready for tax time.

• Make your changes. • Click Save. Settings help you customize QuickBooks Online on your iPad, saving you time and effort.

Products If you have a business where you sell physical things, then you have a product-based business. Whether you sew wedding dresses and sell them on Etsy and eBay or resell plumbing supplies, you'll create product items for each product you sell. Then when you create an invoice, you'll add each product you've sold your customer on the invoice and how many you sold for the quantity. Services If you have a business where you charge for work you perform for others, you probably have what we call a service-based business.

Even if you don’t print checks, keeping your account number in QuickBooks is handy if a question arises about one of your payments. • Payment Terms.

Internet Explorer 11 and Apple Safari For instructions on how to display PDF files using Adobe Acrobat Reader in Internet Explorer 11.0 and Safari, visit. Google Chrome Google Chrome no longer supports Adobe Acrobat Reader plug-in.

Learn more about using card readers with the QuickBooks app and GoPayment at. When you pay for a business expense, you can enter the amount you paid, the vendor (payee) you paid, and the account you paid from. You can split an expense between different categories and/or customers, and attach a receipt photo. To view expenses In the menu, tap Expenses to see your expense list.

Combine Pdf

• Tap the exclude button. If you need to include a transaction you excluded: • Go to QuickBooks Online on the web (Banking) and click Excluded. • Locate the transaction and click Undo. Refresh transactions You can refresh bank transactions for all your bank accounts or for a specific account. • To refresh all your accounts, tap the menu > Banking, and tap the refresh button. • To refresh a specific account, tap the menu > Banking, and pull down on the list. Note: In our FAQs we refer to all taxes as 'tax.'

If it has the yellow strike icon, edit the account first and activate online link. IMPORTANT: If the account has yellow strike icon, select Account, Edit Account, then click on the Bank Feeds (Online Services in older versions) tab, select 'Deactivate All Online Services' and Save the changes. Under the main menu, click Banking, then Online Banking, then Import Web Connect File (or click File, then Utilities, then Import, then Web Connect Files). On the file dialog, navigate to the folder where you saved a QBO file, select it and click Open. On the import screen, select an account from the account drop down list or select to create new account. IMPORTANT: If existing account list does not have the account you need to import into, please return to Step 1 above and ready carefully.

Use transaction attachments to: • Organize copies of your checks and receipts for tax or warranty purposes. • Store trade confirmations with their related investment transactions. • Keep copies of bills or invoices for future reference. If you use it's possible to take a photo of a restaurant bill, for example, and then attach the photo to a Quicken transaction entered on your mobile device. The transaction and the photo are then automatically uploaded to your Quicken Cloud data.