How to Set Up Messages in QuickBooks Online?

How long it’s been since you have switched to the magnificent accounting software QuickBooks and still struggling with message setups? […]

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How long it’s been since you have switched to the magnificent accounting software QuickBooks and still struggling with message setups? It is a definite struggle to send the invoice report to your customer and fail to add the right message that defines the email better. What happens as a consequence? Know How to Set Up Messages in QuickBooks Online.

Your customer finds it unattractive or confusing. However, QuickBooks is content enough with all the right features to help you get past this issue too. All you need to do is follow the right procedure. Hence, this article will guide you through the right path that you can use next time to set up your messages successfully. Have a read.

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How to Set up Messages in QuickBooks Online?

In the first place, why would you even think of setting up messages on your QuickBooks online? You should do it for a good reason for sure. While using the software you mostly need to send invoices and sales reports to your customers.

However, such an email looks incomplete without the right message attached to it. At the same time, setting a personalized message helps in attracting the customer and retaining them. Moreover, a personalized message works quite helpful in delivering your customer additional information about your invoice. Thus, setting up messages helps in the long run.

Here are the necessary steps you need to follow to attain the message set-up tricks on QuickBooks.

Step 1: Start by opening the QuickBooks accounting software.

Step 2: From the Online version of QuickBooks, first, go to the dashboard of the software.

Step 3: On the right-hand side of the page, in the top right corner, there is the gear icon.

Step 4: Click on that symbol. A pop-up screen will open. Now, on that screen choose the option of “Account and settings” from the pop-up window.

Step 5: After that, look for the “sales” option on the left menu bar area. Click the option.

Step 6: After you have chosen the option of “Sales” you would be seeing that a lot of several options are available on the dashboard. From all those options find out the “Messages” option. Feel free to click anywhere in the grey area of “Messages“.

Step 7: In that dialogue box, you would be see several options. You have to fill up the necessary ones. The options that would be available to you are:

Sales from

At this place, you have to select one option from the drop-down box given. The section lets you change your suggested message for customer forms such as Estimate, Invoice, Sales Receipt, Refund Receipt, Statement, and Credit Memo.

Greetings

In this option, you have to tick in the small box that has been already provided. After that, for the salutation purpose, you have to choose either ‘Dear‘ or ‘To‘. Also, you have to select how the name of your customer would be appearing – such as “[Full Name]”.

Subject Line

QuickBooks usually provides its default subject line. However, you can change it at this place. The best practice is to keep the form numbers for easy track keeping.

Email Message

This is the section where you are going to provide the messages for your customers. In this part, you can customize your main mail messages as per your business. However, you can always go back to the standard message by clicking the button dedicated to it.

Copies (CC) New Invoice to Address

After you have put a tick mark use can add up your email address.

Blind Copy (BCC) New Invoice to Address

In this space, the same process would be followed. But still, you have an option whether you want to put any address or just leave it out.

Sales from

You can leave this area blank. This field might seem irrelevant as users can now create different messages for each variety of forms.

Cancel or Save

If you think that all the above statements and details and messages that you made are correct as per your choice, then, left-click on the Save button. It would be green in color and you would be finding it at the end of the page.

How Do You Customize Your Messages?

If you want to customize the messages for every sale, then please continue reading as you would be guided on how to do it with Template format.

Step 1: Well, the initial steps like selecting the ‘Account and settings‘ option, and next clicking on the option of ‘Sales‘.

Step 2: Then left-click on the option – ‘Customize look and feel‘.

Step 3: Now it is time for your edit. Once a new window opens, select any form under the ‘custom from styles‘ that you desire. There would be several options provided from which you have to select one single option that suits your purpose.

Step 4: After you have an option you have to click Edit.

Step 5: Another window would be opened. At the top of the window, You would be finding 3 options – Design, Content, and Emails. You have to select the third option which is Emails to customize further.

Step 6: The next thing you have to do is to select from these options – further details, summarized details, and PDF attached.

Step 7: There would be other options available also, therefore, You have to scroll down more and fill up the other spaces.

You would be checking that in the earlier section whatever you have marked as estimates, you would be seeing these as defaults in the edit portion. And it must be matching. All the required changes that you are going to make in this specific section, would be applied to the estimate template. It is only for this template and not for any other templates. This step is essential only when you want to send customized messages for your specified list of customers.

Accounting Professionals, CPA, Enterprises, Owners
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+1-347-428-6831 or chat with experts.


How Do I Chat with Someone in QuickBooks?

Follow the steps below to chat with someone in QuickBooks.

Step 1: On the right-hand side top corner click ‘Help‘.

Step 2: On the search options select the icon ‘Contact us‘.

Step 3: Type the item concern and press ‘Continue‘.

Step 4: You have to select from 2 options – ‘Chat‘ or else ‘Get a Callback‘.

How Do I Change Messages in QuickBooks?

Here are the necessary steps to follow.

Step 1: Go to ‘Settings‘ option.

Step 2: Click on ‘Account and settings‘, after that hit the Sales option.

Step 3: Choose the edit option from the Messages.

Step 4: Tick the small box that is beside ‘use greetings‘.

Step 5: Select your desired greeting from the dropdown box.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

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Accountant Pro

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$899/- Per Year

Pricing includes coverage for users
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Accountant Premium

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Pricing includes coverage for users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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