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
- Disabling Headers and Footers in Chrome
- Browser Setup: Firefox
- Customize Your Invoices
- Customize Your Estimates
- Setting your Appt. Time Defaults
- Creating an Estimate and Invoice Email Template
- Create & Manage Users/Subusers
- Set Starting Invoice Number
- How to Reconnect Your Gmail Sync
- How to Redirect Twilio SMS Replies to Your Phone or Email