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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
paul1971
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About paul1971
  • Good morningLet me clarify my statement. We are importing in via transaction pro and when we send invoices out via email they are sent using the PDF attachment ...
    paul1971
    Updated Aug 05, 2025
  • I wanted to share an update. This week when I imported my invoices in via Transaction Pro to QB Online, the template was back defaulting to my custom template a...
    paul1971
    6
    Updated Aug 05, 2025
  • Please don't forget about the invoice templates that this post was originally about. There are at least 20 to 30 replies all asking QB the same thing. Please ei...
    paul1971
    Updated Aug 05, 2025
  • Thanks for all the feedback. If you agree please click the Kudos button. They may not listen to one of us but they have to listen to all of us!
    paul1971
    Updated Aug 05, 2025
  • That's right John. You have to do print/preview to see it on the old template. They shut you out of your old template on the new screen with the 4 tabs at the t...
    paul1971
    3
    Updated Aug 05, 2025
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