HOW TO SET UP

MESSAGES AND
REMINDERS

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Sign in to your QuickBooks
Online account

esmacus@gmail.com

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Account Homepage

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Click the Gear Icon

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Click the Account
and Settings

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Select the Sales tab

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Sales tab has 5 key areas

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
We are done with the
first 3 areas

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Lets go to the and 5th 4th

areas; The Messages &

Reminders
1
2

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 1
Default email message
sent with sales forms

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Click the Pencil
Icon to edit

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Tick to select Use
Greetings

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Choose your
Salutation

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Choose whom you want
to address your Email

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Select a Sales Form
you want to use

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Edit the Subject line

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Type the message you
want your customer to
receive

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Tick the box if you want to
be copied on all emails sent

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
2 Default message shown on
sales form

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Select a Sales Form

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Type the message
you wan to show on
the Sales Form

Thank you for your business!

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Click Save when
youre done

Thank you for your business!

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 3 Reminders

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Click the pencil icon
to edit

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Tick to select Use
Greetings

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Choose your Salutation

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Choose whom you want
to address your Email

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Edit the Subject line

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Type the message you want
your customer to receive

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Tick the box if you want to be
copied on all emails sent

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
 Click Save when
youre done

Thank you for your business!

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
We are done with
our tutorial on
setting up messages
and reminders.

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Check out my next
tutorial on How to
Set Up Statement in
Quickbooks Online.
How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
In this lesson, you
are going to learn
how to create
How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
custom messages for
your customers on
invoices and sales.

How to set up messages and reminders in QuickBooks Online by: Sheren Mabulay
Thank You!