Sales customization

Thanks for bringing this up to the Community space, dclbuildersqb. Let me share some information about managing your products and invoices in QuickBooks Online (QBO).

QuickBooks automatically calculates the amount of the product you entered in the invoice. To perform the task, you'll have to add your product and enter the quantity on hand and its selling price so that the program will calculate the total amount when you add them to the sales forms. However, please note that the program doesn't support the Unit of Measure (U/M) feature, and you can only use QTY for your products. 

On the other hand, if you want to use the U/M feature to manage them in your account, I recommend using a third-party inventory management app to integrate with QBO. You can follow the steps below:

1. Sign in to your QuickBooks Online account.
2. Select the Apps tab on the left navigation menu.
3. Search for the app you wish to connect to in the magnifying glass field or select Browse category ▼ to search for an app by category.

Moreover, you can customise the appearance and layout of your invoices and other sales forms. 

Also, once your customer pays the invoice, you can record the invoice payment in the program to match it with the invoice you created and mark it as paid. 

Let me know if you have other questions about managing your products and invoices in QuickBooks Online. I'm always here to answer your queries and concerns. Have a great day!

Can I create trucks as customers?

For example, when I select truck customer # ABC123, a default quantity in cubic meters will display in the sales input window? How can I do this?

In my Excel file, I copy and paste the line with columns ABC123 and corresponding cubic meter value of the truck's dump box. Then when I type G1 on the product column, Excel selects the corresponding price from a lookup table. And it arrives at the sale price on another column.

Let me share some information about customizing our sales transactions, morris.  

In QuickBooks Online (QBO), we can create trucking companies as customers. However, displaying a default quantity in cubic meters when selecting a truck customer in the sales input window isn't available.  

We may need to consider using third-party applications to achieve this functionality. You can check out some apps that work well with the program. 

Here's how: 

1. Go to the Apps menu. 
2. Choose the Find apps tab. 
3. Select the application that suits your preferences. 
4. Click Get app now. 
   
   
   

You can also visit this website for more info: https://quickbooks.intuit.com/app/apps/home/  

Furthermore, you can check out this article to learn how to personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Feel free to hit the Reply button if you have more questions about managing your invoices in QBO. Take care!

Ok, Thanks.

I created my QBO acct. Can you please refer me to a good step-by-step tutorial how to set up my acct?

I appreciate you getting back on this thread, @dclbuildersqb-gm.

Allow me to chime in and walk you through the step-by-step process of setting up your QuickBooks Online account.

Once you get started, your dashboard won't have any data if you're a new user. However, as soon as you enter transactions, the dashboard refreshes and shows you a real-time financial summary of your business.

There are two ways to start your setup. First, you can go to the list of company settings and set them at once by navigating to the Gear icon, then select Accounts and Settings. From there, navigate to each tab and modify them if necessary. The second option is to configure the settings as you work.
 

You can learn more about it by reading through this helpful resource. It also contains handy videos for your visual reference when setting up your company: Get started and adjust settings after you sign up for QuickBooks Online.

If you want to get your transactions in QBO manually in the future, this article can give you more guidance: Manually upload transactions into QuickBooks Online.

Loop me in if you have other concerns with managing your accounts and files. I'd be glad to assist you. Take care always.

I tried to follow  Get started and adjust settings after you sign up for QuickBooks Online.

but my Dashboard does not have Get Things Done menu.

Is there something wrong with my QB set up?

Please see attached screen shot.

Hello there, Dclbuilders. I appreciate the screenshot you've attached. Rest assured that there's nothing wrong with your setup. Allow me to share some information about the Get things done menu.

Get things done is being renamed to Home on the left menu and within the tabs on the Dashboard.

The new homepage now has more customizations including:

• Add/remove widgets from the homepage- customize the widgets.
• Rearrange placement of widgets- move the Sales widget as their first widget to display on the top left of the page. 
• Add/remove features/links on individual widgets- edit the Shortcuts widget to add/remove shortcuts. 
• Resize widget sizes - can resize widgets to make them smaller.

Simply click the Customize layout to make the necessary changes.

Additionally, please refer to this article that includes the steps in personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you need further assistance with setting up your QuickBooks. I'll be here to lend a hand. Have a great day!

22jan2024 two accts screens different

I have 2 quickbooks accts: dclbuildersqb for my friend’s DCLBUILDER’s company & abaryedwin my acct EBAWORKS so that my set up would not mix up with his.

When I logged on to DCLBUILDERS, I noticed that it was showing “Get things done” which was missing in my EBAWORKS acct.

I tried to log on using DCLBUILDERS link https://accounts.intuit.com/app/sign-in?app_group=QBO&asset_alias=Intuit.accounting.core.qbowebapp&a... so that I could follow the tutorial but the EBAWORKS screen was different.

When I clicked Resubscribed, it was asking for payment.

Please use this link to get the Word doc containing the screen shots: https://mega.nz/file/99QxhbzS#6JQIK9xSL7QyI0PTe4lH3yCYMvSwD0IGdj18UZXt5fg

Good day, dclbuildersqb. I'd be happy to join you and help explain the different interfaces you're seeing in QBO.

The left menu and dashboard tab previously labeled "Get Things Done" have been renamed to "Home." 

However, QuickBooks Online releases design updates gradually over time. So some accounts receive the "Home" update sooner than others. This staggered rollout is why you see different interfaces or designs between accounts. The "Home" rebranding is slowly rolling out to all users.

To continue setting up your account, you can go to the Home tab under the Dashboard menu.

Looking at the latest screenshot you sent, it seems the EBAWORKS account is currently deactivated or canceled.

If you want to reactivate this account for your second business, you can follow the steps in this article to make it active again: Resubscribe To Or Reactivate QuickBooks Online.

Additionally, here are a couple of helpful articles in case you need to modify your company settings:

• Edit Company Settings In QuickBooks Online
• Set Up Advanced Account Settings In QuickBooks Online

The QuickBooks Community is always here if you require further assistance getting your business set up in QBO, dclbuildersqb. We're happy to offer our ongoing support. 

ok fine, thanks for the info.

But the tutorial is still showing "Get things done" on the Dashboard: https://quickbooks.intuit.com/learn-support/en-us/help-article/product-setup/get-started-adjust-sett...

Can you send me the tutorial where it shows Home on the Dashboard?

I appreciate you for keeping us updated about your concern, dclbuildersqb-gm.

We strive to provide our customers with a great financial management experience. Let me clarify why you're seeing Get things done instead of Home.

At the moment, you can continue using your account since both options are the same. The QuickBooks Online (QBO) team is working to release a feature that will allow you to switch to the Home page option instead. They're slowly rolling out this feature and we appreciate your patience as we work towards a release date.

Furthermore, you can check out this article to learn how to add or delete user profiles with company operations and bookkeeping in QBO: Add and manage users in QuickBooks Online.

Feel free to go back to this thread if you have other QuickBooks-related concerns. I'll be right here to lend a hand. Stay safe.