Whether you’re operating a small business or managing a large enterprise, compliance with tax regulations is non-negotiable. A key part of this compliance involves clearly displaying your tax registration numbers, such as VAT, GST, or Sales Tax IDs—on all official documents, including invoices, credit notes, and quotes. Fortunately, Sage Accounting (both Sage Business Cloud Accounting…
Invoices are not just billing tools, they are essential communication documents between you and your clients. Including clear and accurate customer contact details on an invoice enhances professionalism, reduces confusion, and makes it easier for your customers to respond or process payments. In QuickBooks, whether you use the Online or Desktop version, you have the…
Invoicing is more than just listing products and prices, it’s about delivering a professional, branded, and informative document that meets both internal needs and customer expectations. While Sage Accounting offers robust invoicing capabilities out of the box, sometimes your business requires a little extra customization. One way to achieve that is by adding custom labels…
In accounting and business management, flexibility is key. Every company has unique processes and information they need to track. Whether you’re managing client projects, tracking internal department codes, or recording PO (Purchase Order) numbers, adding custom fields to your QuickBooks setup can significantly improve accuracy and efficiency. Fortunately, both QuickBooks Online (QBO) and QuickBooks Desktop…
When it comes to professional accounting and bookkeeping, presentation matters just as much as accuracy. A well-designed invoice or financial report not only communicates key financial data, it also reinforces your brand and professionalism. One important but often overlooked element is the footer. Adding a footer in Sage Accounting (whether you’re using Sage Business Cloud…
QuickBooks is one of the most widely used accounting software platforms for small to mid-sized businesses. It helps users manage their finances, track expenses, generate invoices, run reports, and more. One seemingly minor but important customization many users look for is the ability to change the date format. Whether you’re adjusting the format for regional…
One of the key features in any accounting system is the ability to manage due dates for invoices, bills, and other financial transactions. QuickBooks, whether you’re using QuickBooks Online or QuickBooks Desktop, offers robust tools for setting and displaying due dates. Showing due dates clearly helps you: In this guide, you’ll learn how to set,…
What Are Discounts in QuickBooks? Discounts in QuickBooks are reductions in the total amount due on a sales transaction. These can be: QuickBooks lets you customize discount rates in several ways depending on whether you’re using QuickBooks Online or QuickBooks Desktop. QuickBooks Online (QBO) Step 1: Enable the Discount Field This enables the discount field…
In QuickBooks, the “Terms” field is used to define the payment due date for a transaction. You can assign terms like: These terms can be applied to both sales transactions (invoices) and purchase transactions (bills). QuickBooks lets you manage how and where the “Terms” field appears depending on your version and settings. QuickBooks Online Step…
Customizing the look and feel of your invoices in QuickBooks helps your business project professionalism, strengthens your brand identity, and makes your invoices easier for clients to read and recognize. QuickBooks allows users to adjust fonts, colors, layouts, and logos, but the process differs depending on whether you’re using QuickBooks Desktop or QuickBooks Online. QuickBooks…