QuickBooks Online: Customizing Invoices to Accept Electronic Payments

If you do not have a Payments accounts enabled in your QBO File, e-mail me [e-mail] with your QBO Company ID, and I can have my contacts at Intuit enable the functionality for you.

[@marvinsafi]

very helpful. thank you, Hector!

[@HectorGarciaCPA]

:)

[@ernielansford8710]

Very helpful. Thank you. Do you have a video in your archives (I have not learned how to search within a subscribers channel yet) on setting up sales KPI graphic. Our CEO wants to see daily order entry by account representative in a quick overview graphic format. Thanks

[@HectorGarciaCPA]

Cant do that in QBO yet.

[@axeamberlegaspi2504]

Thank you for all the videos Hector. Really very helpful with all the on-going changes in QB. Just wanted to ask if you know, does QB also perform customizations for a fee based clients request?

[@HectorGarciaCPA]

They dont

[@axeamberlegaspi2504]

Thanks again

[@jfred1840]

How do I add/pass a processing fee on to the customer?

[@HectorGarciaCPA]

You would need to itemize it in the Invoice

[@jeremym9560]

Hello Hector Garcia. My boss uses Quickbooks and would like me to set it up so he can print checks from Bank of America through Quickbooks. Can you help me with this or point me in the right direction?

[@HectorGarciaCPA]

You need to order pre-printed checks

[@jeremym9560]

@@HectorGarciaCPA Thank you for the response, We already have the pre-printed Checks, the booklet with 3 checks on each sheet. I cant seem to be able to get everything to line up properly. Is there any tips or programs you recommend?

[@HectorGarciaCPA]

@@jeremym9560 3 to a page is not compatible I think.. its just the voucher version