QB Tips: Auto Email, Attachments, Bookmark

Setup an Automated Emailing System

In the older editions of QuickBooks, there were far fewer automation features, meaning that a greater number of tasks needed to be done by hand.

However, the newest edition of QuickBooks Online (2018) is highly automated and can save users a considerable amount of time. There are many different communications that can be set up to be sent out automatically including invoices, sales reports, various financial statements, and others.

You will also have the option to choose whether these are sent on a daily, weekly, monthly, or even yearly basis. This feature is especially valuable for business with larger communications needs.

Use Attachments Directly on a Vendor’s Detail Page

By using attachments directly at the bottom of your “Vendor Information” page, it becomes significantly easier for you to have all of the information you need in a single location.

This will save a considerable amount of time whenever you need to issue monthly, quarterly, or annual reports.

Quickbooks attachments

Source

These attachments may include anything ranging from credit card statements, bank statements, or any other statements that may be connected to a specific vendor. Giving your accountant access to this information can also expedite their bookkeeping process as well.

Keep Track of Your Work Using Duplicate Tabs and Bookmarks

If you are working on building a balance sheet, income statement, or any other valuable piece of financial information, then you likely may want to view multiple copies of this information at once.

By simply right-clicking on whatever tab you have QuickBooks open in, you will have the option to duplicate the information and then make adjustments as necessary.

Additionally, QuickBooks Online has a special bookmarking feature that makes it much easier to return to a specific area of your books.

For example, if you were working on the accounts receivable portion of your books and want to return to it later, creating a bookmark will return you directly to that location, rather than broadly returning you to your books in general.