Included with: QuickBooks Desktop Pro, Premier, Accountant 2020 and Enterprise 20.0 Accessible: From the menu bar, select Edit > Preferences > Send Forms > Company Preferences. Select the appropriate template and click Edit, from the Insert Field button, select Customer-PO (subject) Features: Modify the email template for customer invoices to include the Customer’s purchase order number in the subject line. …

Included with: QuickBooks Desktop Pro, Premier, Accountant 2020 and Enterprise 20.0 Accessible: From the menu bar, select Customers > Payment Reminders Features: Schedule the task of reminding customers of open accounts receivable balances. Getting paid on time is critical for the small business. Manually following up on delinquent payers can be time consuming. With this new feature, users can: Compose a …