Setup
Let's first do a bit of setup!
- Welcome! Read First
- Importing from QuickBooks Desktop
- Importing from QuickBooks Online
- Adding Company Information
- Changing the Skin Color/Link Color
- Miscellaneous
- Browser Setup: Google Chrome
- Browser Setup: Firefox
- Set Starting Invoice Number
- Customize Your Invoices
- Customize Your Estimates
- Adding job types/items
- Setting your Appt. Time Defaults
- Creating an Estimate and Invoice Email Template
- Create & Manage Users/Subusers