- October 10, 2017
- Posted by: wp
- Category: QuickBooks Online
Let see what is the importance of setting the message to Set Up Messages in QuickBooks Online.
When we Send sales or invoice report to our customer then it takes little time to create a personalized message.& that Message will appear on the sales and invoice receipt that we have to send to customers. Follow the steps in order to complete the process. However, you can also take advantage of our QuickBooks tech support Number services. Dial 1-844-313-5022 to directly call a certified advisor who will help you with QB or any other accounting stuff.
Main Intention of creating personalized message is:
To show your customers how much you appreciate them & also give them additional information about payments.
Now see step by step procedure to set up the message in QuickBooks:
Step 1: sign in your QuickBooks account Then visit Icon–>Account and Setting—>Company Setting.
Step 2: On the left side of the menu select sales option.
Step 3: Click on the edit option to the right of the message.
Step 4: In QuickBooks, you have the option to select the salutation and to select to whom you want to address.
Step 5: Select the sales form from the drop-down menu.
Step 6: After that, you can type the email message you would like your customer to receive.
Step 7: Select the check-box if you want to copy all the emails to sent to customers.
Step 8: After that click saves and then done.