Hello friends! Welcome back to another Top 5. If you’ve been wondering how to go about changing the look of your invoices, or knowing how to close your books, then you’re in the right place. This time around I’m going to be focusing on the top Reporting and Accounting questions directly from our community.
Let’s go through these together. 😊
That’s a great question and I’ll guide you in the right direction. The neat part is that customizing invoices can be done using any of the QuickBooks Online subscriptions.
Here's how:
1. Click the Gear icon.
2. Under Your Company, click Custom Form Styles.
3. To create a new template, click the New Style button in the upper right-hand corner.
4. Select Invoice.
5. Go to the Design tab to edit the template name, logo, color, font, and margins.
6. Go to the Content tab to customize the header, body, and footer of the invoice template.
7. Click Done when finished.
It’s as simple as that. Try it out and have some fun customizing your invoices!
Yes! You can enter multiple email addresses in the Customer Information section.
Here's how:
1. Click Sales, then choose Customers.
2. Choose a customer.
3. Select the Customer Details tab, then click Edit.
4. You can enter the email addresses in the Email field.
5. Click Save.
Note: Make sure you separate the email addresses using a comma. Ex: (xxx@yahoo.com,yyy@yahoo.com)
I got you covered. When the check hasn’t been cashed and wasn’t included in your previous reconciliation, you can void it by following these steps:
1. Select Accounting from the left menu.
2. Select Chart of Accounts at the top.
3. Select the bank account the check you need to void was recorded under and choose View Register.
4. Locate the desired check and click to highlight.
5. Click Edit.
6. On the bottom center click More and select Void.
7. Confirm Are you sure you want to void this check? by selecting Yes.
However, as mentioned in the question, if the check was included in your previous reconciliations, you’ll need to undo the reconciliation and then delete the transaction. Once done, you can then redo the reconciliation process.
Important Note: I suggest working with an accountant to ensure no inaccuracies arise in undoing a reconciliation. You can refer to the Undo a reconciliation in QBOA article for detailed steps with a video.
I’ll help you out! To run a report that shows your expense transactions on an annual basis, you can customize a Transaction Detail by Account report.
Let me show you how:
1. Go to the Reports tab.
2. On the Find report by name field, look for Transaction Detail by Account.
3. On the report, click the Customize button.
4. Click on Filter to expand the options.
5. On the Transaction Type drop-down, select Expense.
6. In the Account drop-down, mark the accounts you'd like to view in the report.
7. Click Run report.
8. Once done, click the Report period drop-down and select This Calendar Year or This Fiscal Year.
9. Click Run report.
Next, you’ll want to click the Save customization button to save the changes applied to the report. This way, you no longer need to repeat the customizations the next time you get the report.
If you need to access the customized report at any point, go ahead and follow the steps below:
1. Go to the Reports menu.
2. Click the Custom Reports tab.
3. Select the modified report.
Nice work.
Great question. You can close your books by following these steps:
1. Go to the Gear icon.
2. Under Your Company, click Account and Setting.
3. From the left panel, select Advanced.
4. Choose the pencil icon, from the Accounting section.
5. Select the Close the books checkbox, and enter the Closing Date.
6. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date:
- Choose Allow changes after viewing a warning to make a warning message appear.
- Choose Allow changes after viewing a warning and entering a password to require the user to enter a password as well. Then enter the password in the fields below.
7. Enter your closing date Password, then Confirm Password fields.
8. Click Save, once done.
You can check out this article for more detailed steps about changing the closing date or forgetting the password: Edit your Closed Books.
That’s all for today. I hope you found these Top 5 Q & A’s helpful and got some valuable resources out of it. Like always, if you have any other questions or concerns, please feel free to ask us here in the Community. Until next time! 👋
