Posts on Oct 2016

Customized Accounting Reports Emailed Automatically – QuickBooks Online Tutorial

This is a new video I published demonstrating one of my favorite features in QuickBooks Online, the automated sending of accounting reports. This feature is such a powerful tool when combined with accurate and up to date accounting records. I hope you find this video helpful.

Using the new Bundle Feature in QuickBooks Online – Video Tutorial QuickBooks Online

This is a new video I published today demonstrating how to use the new Bundle feature to create Group items for creating a list of commonly used items on Invoices, Sales Receipts, Estimates and Bills. This feature is very useful in a variety of business processes. How would you use this in your business? We  would love to know, please leave a comment below. Thank you and have a nice day!

Using Window Envelopes with QuickBooks Online

The following is a quick guide on how to set up the use of window envelopes in QuickBooks Online.

  1. Go to the Custom Form Styles List. Do this by clicking the Gear Icon and under the Your Company Column you will find the Custom Form Styles Link.



  1. In the list window, you can choose to edit an existing form template or create a new one using the New Style button on the top right hand side.
  2. Currently there are five layout templates that Intuit allows you to choose from. Three of them are window envelop compatible (Airy, Modern, Friendly) and two are not (Fresh, Bold). Choose a compatible template you would like to use.
  3. Finally, in the Appearance tab, make sure the Window Envelope Compatible Box is checked.customformstylesscreenshot2