Sales Form Customization Why doesn’t QBO have a Layout designer?
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Sales Form Customization Why doesn’t QBO have a Layout designer?
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About this listen
Your invoices are your brand. They are one of the first things that your customers see. Making them professional and aligned with your brand in QB Online is.....Limiting. Yousif will join us to show how Method CRM can turn QBO into the Layout Designer we know and love from desktop.
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Announcements
01:31 AI and Accounting Cohort
04:41 Sales Form Customizations Overview
07:31 QuickBooks Desktop Customizations
17:11 QuickBooks Online Customizations
22:58 Method CRM and Advanced Customizations
24:08 Introduction to Customizing Sales Forms
26:27 Dynamic PDF Printouts in Method
28:34 Bidirectional Sync with QuickBooks
31:44 Nonprofit and Industry-Specific Versions of Method
36:31 Advanced Customization and App Templates
42:10 Empowering Users with Method
47:48 Upcoming Workshops and Conclusion