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There's an easy way of adding notes to invoices or statements. You can add this as a footer in where there are two places where you can put in a customer message, as default. Let me show you how: Click on the Gear icon at the top, then Custom Form Styles. Choose New style or choose the type of transaction you want to customize. Click on Content. Open QuickBooks. Select Lists Template. Right-click on all non-used invoices and select Make Template Inactive (you should have only one active invoice template). Go to Invoices and verify the desired template is the only one that is active. Note: When you make a template inactive, you can no longer use that template when creating an invoice. NOTE: In order to access and use the Inventory feature in QuickBooks, you will first need to turn on Inventory tracking.) Step 3. Complete the fields in the Item type you selected, then click Save and Close. Download the QuickBooks Desktop Mac 2021 User's Guide Post your question to our QuickBooks Desktop Mac community. Our users and the QuickBooks Desktop Mac team monitor this forum daily. You can also search our Support Site for an article that may help you. Call our Customer Care team to talk to a specialist.

QuickBooks Online is an accounting software package for small to medium businesses that operates in the cloud and is accessed through a secure login in a web browser. This channel does not work with QuickBooks Desktop or QuickBooks for Mac.

Please note that terms used in the QuickBooks Online channel categories are QuickBooks Online specific terminology.

How to connect

1. On the My pipelines page, click Create a pipeline.
2. On the right side of the page, choose All to list all available channels.
3. Expand QuickBooks Online in the list of channels on the right side of the page and click Connect to QuickBooks Online.
   
4. You now have the option to connect to a sandbox company in order to run pipelines against these test environments. In the pop-up window, you now have the optionto connect using sandbox companies allowing you to run your pipeline(s) against a test environment. Select the checkbox and select a company to connect click on Connect to QuickBooks Online.
   
5. Enter your credentials and click Sign In.
6. Follow the QuickBooks Online screens and fill out the required information, then click Connect. You will be brought back to Pipelines with categories expanded for the Quickbooks Online channel.
   

How to reconnect the QuickBooks Online channel

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

How To Add Notes To Invoices In Quickbooks Online For Mac Os

• If you need to connect a different account.

• Authorization updates, such as a changed password.

• Editing the access rights that Pipelines has to the channel.

To reconnect:

1. Select a pipeline that already has QuickBooks Online in it.
2. Open a step containing QuickBooks Online.
3. Under account, select Connect (or reconnect) and follow the process above, How to connect.
   

Steps

The steps you can use with QuickBooks fall into a seven categories:

• Customers

• Vendors

• Time Activities

• Bills

• Items

• Invoices

• Expenses

Type	Name	Description
Customers
Trigger	Customer Created	Triggers when a new customer is created in the selected account.
Trigger	Customer Updated	Triggers when a customer is updated in the selected account.
Action	Create a Customer	Creates a new customer.
Action	Update a Customer	Updates the selected customer.
Query	Search Customers	Searches for customers.
Action	Fetch a Linked Customer	Fetches a linked customer.
Action	Look Up a Customer	Looks for a customer and returns a single item.
Vendors
Trigger	Vendor Created	Triggers when a new vendor is created in the selected account.
Trigger	Vendor Updated	Triggers when a vendor is updated in the selected account.
Action	Create a Vendor	Creates a new vendor.
Action	Update a Vendor	Updates the selected vendor.
Query	Search Vendors	Searches for vendors.
Action	Fetch a Linked Vendor	Fetches a linked vendor.
Action	Look Up a Vendor	Looks for a vendor and returns a single item.
Time Activities
Trigger	Time Activity Created	Triggers when a new time activity is created in the selected account.
Trigger	Time Activity Updated	Triggers when a time activity is updated in the selected account.
Action	Create a Time Activity	Creates a new time activity.
Action	Update a Time Activity	Updates the selected time activity.
Query	Search Time Activities	Searches for time activities in the selected account and returns a list.
Action	Fetch a Linked Time Activity	Fetches a linked time activity.
Action	Look Up a Time Activity	Looks for a time activity and returns a single item.
Bills
Trigger	Bill Created	Triggers when a new bill is created in the selected account.
Trigger	Bill Updated	Triggers when a bill is updated in the selected account.
Action	Create a Bill	Creates a new bill.
Action	Update a Bill	Updates the selected bill.
Query	Search Bills	Searches for bills.
Action	Fetch a Linked Bill	Fetches a linked bill.
Action	Look Up a Bill	Looks for a bill and returns a single item.
Items
Trigger	Item Created	Triggers when an item is created in the selected account.
Trigger	Item Updated	Triggers when an item is updated in the selected account.
Action	Create an Item	Creates a new item.
Action	Update an Item	Updates the selected item.
Query	Search Items	Searches for items.
Action	Fetch a Linked Item	Fetches a linked item.
Action	Look Up an Item	Looks for an item and returns a single item.
Invoices
Trigger	Invoice Created	Triggers when an invoice is created in the selected account.
Trigger	Invoice Updated	Triggers when an invoice is updated in the selected account.
Action	Create an Invoice	Creates a new invoice.
Action	Update an Invoice	Updates the selected invoice.
Query	Search Invoices	Searches for invoices.
Action	Fetch a Linked Invoice	Fetches a linked invoice.
Action	Look Up an Invoice	Looks for an invoice and returns a single item.
Expenses
Trigger	Expense Created	Triggers when an expense is created in the selected account.
Trigger	Expense Updated	Triggers when an expense is updated in the selected account.
Action	Create an Expense	Creates a new expense.
Action	Update an Expense	Updates the selected expense.
Query	Search Expenses	Searches for expense.
Action	Fetch a Linked Expense	Fetches a linked expense.
Action	Look Up an Expense	Looks for an expense and returns a single item.

How to use QuickBooks Online Projects in a pipeline

Turn on the Projects feature in QuickBooks Online system:

1. Select Settings, then select Account and Settings
2. Go to the Advanced tab.
3. Find the Projects section and select Edit to expand it.
4. Switch on the Projects toggle.
5. Select Save and close your settings.

Create a project:

6. Select the Projects menu then select Project.
7. Give your project a memorable name, i.e: Application Development.
8. Select the customer you are working for from the drop-down menu and add any notes or details about the project.
9. Click Save.

Track income and expenses example:

10. In Pipelines, go to QuickBooks Online channel and from the Expenses category drag the Create Expense action onto the pipeline builder.
11. Populate the required fields and in the Category details section. In the Customer or Project dropdown, select the project you created in the previous steps.
    
12. Run the pipeline.

Go into your project dashboard in QuickBooks Online and you should notice that COSTS are increased with the Amount value. You can also track invoices, bills, time activities for projects in a similar way by selecting your project from the customer or project dropdown.

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How To Add Notes To Invoices In Quickbooks Online For Macs

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