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所在平台: Udemy |
课程主页: https://www.udemy.com/course/custom-form-styles-in-qbo/
课程评论:没有评论
**课程名称:** QuickBooks Online 自定义表单样式 **课程概述:** 本课程将指导您如何自定义 QuickBooks Online (QBO) 中的发票、销售收据和估价单,以反映您公司的品牌和风格。您还可以编辑电子邮件内容,以匹配您独特的品牌信息。 **学习内容:** * 编辑标准表单 * 选择表单样式 * 开启或关闭特定字段 * 自定义您的徽标和品牌颜色 * 针对内部和外部显示不同字段 * 在表单中包含消息 * 创建适用于不同情况的多种样式 * 为不同部门和地点设计多个表单 * 定制能反映您公司沟通风格的默认电子邮件消息 **教学水平:** 基础 **课程时长:** 1 小时 **学科领域:** 计算机软件与应用 **授课方式:** QAS 自学 **先修课程:** QuickBooks Online Bootcamp, Setting Up QuickBooks Online **适合人群:** * 记账员和会计师 * 使用 QBO 的企业主 **提前准备:** 无 **课程描述:** 您公司的品牌形象延伸至您发送给客户的表单。本课程教您如何在 QuickBooks Online 中自定义表单,确保它们准确展示客户所需信息。您可以选择显示或隐藏字段,甚至根据不同需求创建不同的样式。您的表单应反映您公司的风格和品牌信息,包括默认电子邮件内容。如果您有多个地点或部门,还可以为每个部门创建独立的表单。学习如何控制表单的内容和格式,让您公司的外部沟通真正展现独特的品牌魅力!
Customize your QuickBooks Online Invoices, Sales Receipts and Estimates so that they reflect your company's branding and style. You can even edit the email content to reflect your unique messaging.You'll Learn AboutEditing the Standard formChoosing form stylesTurning fields on and offCustomizing your logo and branding colorsDisplaying different fields internally and externallyIncluding messages on the formsCreating a variety of styles for different situationsDesigning multiple forms for different departments and locationsCrafting default email messages that reflect your company's tone and communication styleInstructional LevelBasicCourse Length1 hourField of StudyComputer Software and ApplicationsDelivery MethodQAS Self-studyPrerequisitesQuickBooks Online BootcampSetting Up QuickBooks OnlineWho should take this class?Bookkeepers and AccountantsBusiness Owners that use QBOAdvance PreparationNoneCourse DescriptionYour business's branding includes the forms you send to customers. Learn how to customize the forms in QuickBooks Online so that they show exactly the information your clients need. Show or omit fields, and even create different styles for different needs.Your forms should reflect your company's style and messaging, right down to the default email content.If you have multiple locations or departments, you can even create individual forms for each one.Learn how to control the content and format so that your company's external communications reflect your unique branding!