Скачать или смотреть How to Use Custom Fields on Estimates in QuickBooks Online

Learn how to use custom fields on estimates in QuickBooks Online to include important details like customer purchase order numbers. 🎯 This video provides a step-by-step guide to setting up and using custom fields effectively on your estimates.

What You’ll Learn:
✅ How to access and manage custom fields in QuickBooks Online
✅ Adding a custom field to estimates (e.g., Customer PO Number)
✅ Viewing custom fields on estimates and how they appear to customers
✅ Printing and downloading estimates with custom fields

Custom fields are a powerful tool to personalize your estimates and ensure your customers have all the information they need. Watch this guide to learn how to make your estimates more professional and organized!

Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/custom-fie...

Need additional support? I offer paid QuickBooks training and consultations to help you optimize your setup.

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Timestamps
00:00 - Intro
00:25 - Navigate to custom fields
00:37 - Custom fields screen
00:48 - Custom field on an estimate
01:24 - Printed estimate
01:41 - Outro

#quickbooksonline #qbo #customfields

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