How to send your customer an overdue invoice reminder in QuickBooks Online (QBO)

There are not that many people who enjoy collections. It can be uncomfortable. Here is a painless method to remind your customer that they have an overdue invoice.

  1. Go to the SALES > CUSTOMERS/CLIENT Tab
  2. Click on OVERDUE to see the list of customers with overdue invoices.
QuickBooks Online customer dashboard

3. Click on “Send Reminder” link for the customer. Here you have the opportunity to review and customize the message that is sent to your customer.

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Often there are many ways in life to accomplish the same result. Excel is no different. Here are 3 methods to find out the number of days between dates. Useful to calculate how many days you’ve been on this earth or more practically — how many days until a deadline date.

  1. DAYS Function = DAYS (First date, Second date)
Excel DAYS function showing days between 2 dates

2. SUBTRACTION = First date — Second date

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Use FORMAT PAINTER to quickly copy the format/style of existing data and paste

Format Painter — Copy a format/style (font, size,etc.)

1. Single Click the Format Painter and copy the format from the cell you are sitting on. Click on the destination cell and your format has been copied.

2. Double Click the Format painter and use it as many times as you like. When you’re done press ESC.

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AutoFill

1. Enter the beginning of the series in two cells: such as Jan and Feb; or 2014 and 2015

2. Select the two cells containing the series, and then drag the fill handle (click on + symbol) across or down the cells.

3. Or if you want to AutoFill a Series — Double click on the fill handle (+ symbol) adjacent to the range you want to fill.

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Transpose Columns & Rows for new Data Layout

  1. From your Excel sheet, select the desired cells you want changed.

2. Right-Click and select ‘copy’ option.

3. In empty cell, Right-Click and choose Paste Option — Transpose

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Opening Duplicate Tabs on a Current QBO Session:

1. You might want to do this if you need to search for information but don’t want to leave the page you are currently editing.

2. It can be more efficient than logging into QuickBooks all over again on a new tab.

3. First, right click on the open tab and select duplicate.

4. This will open another tab in your browser allowing you to navigate through the same company using both tabs to avoid jumping around from expenses to sales to reports...

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One Click — Bookmarks Bar

Quickly move from one browser to another without going through multiple clicks and search engines by adding shortcuts to your Chrome Profile.

Add shortcuts to Bookmarks Bar:

Can’t see Bookmarks? Click on the 3 dots or bars upper right corner > Bookmarks > Show Bookmarks bar

Add shortcuts for frequent tasks by clicking on the star and saving to the bookmarks bar.

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Set up Chrome Profiles

Chrome profiles are a great way to keep separate sets of bookmarks, themes, and settings. They’re very useful if multiple people all use Chrome on the same device, or if you have multiple personas you want to keep separate (like a “work” and “home” persona)

To create a new profile on Chrome:

1. Open Google Chrome.

2. Click the Profile button on the top-right corner.

3. Under Other People or Manage people option.

4. Click the Add person button.

5. Type a name for the new profile. We used QB.

6. Select an image to identify the profile.

7. Click the Add button.

In Browser > select the new profile. (To change from one profile to another — Click on Profile Icon and click on the user desired.)

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Excel Tips & Tricks

Tab Between Worksheets — Jumping from worksheet to worksheet does not mean you have to move your hand off the keyboard with this cool shortcut.

To change to the next worksheet to the right enter click CTRL + PGDN key. And conversely change to the worksheet to the left by clicking CTRL + PGUP key.

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Beanstalk CFO Group

Our firm, Beanstalk CFO Group, delivers financial management & advice to small business owners.