where you change the statement to include the detail line info where is the at data being pulled in from? Is that coming from the description in the invoice?
Yes, the detail shown is pulled from the invoice. Turning on or off the detailed line descriptions is Step 4.2 in our written tutorial. See it here: fitsmallbusiness.com/set-up-statements-quickbooks-online/
Thank you, by the way are we able to include bank details on a statement?
Is there a way to setup automated statements? So, I don't have to remember to send them every month?
Hi! You may check out this link on how to set up recurring transactions: shorturl.at/hWOG4
where you change the statement to include the detail line info where is the at data being pulled in from? Is that coming from the description in the invoice?
Yes, the detail shown is pulled from the invoice. Turning on or off the detailed line descriptions is Step 4.2 in our written tutorial. See it here: fitsmallbusiness.com/set-up-statements-quickbooks-online/