Level 1

Other Questions

Any update on when we'll be able to use custom email templates with QuickBooks online? This feature would save some time and money too : )

 

Here's my current workflow to get around this limitation:

  1. Create an Invoice
  2. Send the Invoice to my business email address (not my client)
  3. Copy the Invoice Review Link
  4. Open MailChimp and setup a new email to send to my client's email address.
    1. I've already created custom email templates for my brand look and feel
  5. Paste the Invoice Review Link
  6. Send Invoice Email with MailChimp instead of QuickBooks Online