Avoid Latin abbreviations. Replace with “that is.” Or write in a conversational way that avoids this altogether.
Don’t use; use user ID instead.
To start using QuickBooks, use your user ID to sign in.
Don’t use. Write “your info” instead.
Don’t use this acronym, which stands for Intuit Data Platform. Use plain language instead. We usually only use the term platform on the developer site.
A file that contains graphics data, like a GIF, JPEG, or PNG. Write as shown.
It’s OK to say “import transactions,” but if you can find a more conversational way to write it, even better. “Download transactions” also works.
in ascending order
Don’t write phrases like these in interface copy. What does that phrase even mean? Figure it out and write that instead.
in order to
This phrase pads a sentence with extra words. Just use “to.”
“Into” is usually just one word, except when it’s in copy about signing in. Use “sign in to” (“in” and “to” are separate words here), not “sign into.”
Example: Sign in to your account to view your balances.
in vs. on
When to use “in”:
In a center, in a field, in a list, in the system tray
When to use “on”:
On the homepage, on the Icon Bar, on the Navigation Bar, on a page, on a tab, on a toolbar
Note the hyphen and the capital H in “Help.”
Avoid writing inactive unless referring to a menu command or user interface element that uses the actual term.
Wondering when to use self-employed vs. independent contractor vs. freelancer? You’re not alone. An independent contractor is different from a freelancer, but they both fall under the umbrella of self-employed. While most uber drivers won’t ncessarily refer to themselves as “independent contractors” (or any of the above, for that matter) we lean into “self-employed” as much as we can.
When you’re talking about the product, write it as: QuickBooks Self-Employed. Otherwise, lowercase (unless you’re starting a sentence, in which case it’s “Self-employed”).
Don’t use. Write “bank-level security” instead. Both phrases sound like jargon. Figure out a conversational way to say what you mean.
An info link is something you can select on a screen to display some content that you can read and then dismiss. Use info links for brief definitions or further explanations. In QuickBooks, info links appear with a blue underline.
It’s OK to use info instead of information. In most instances, we prefer info over data. However, there are times when using data is better.
For example, when responding to privacy or security concerns, it’s reassuring for customers to know that “We securely store your data.” Or, when dealing with support issues, discussing a customer’s actual “company file data” helps customers understand the importance of the message.
Spell as shown. When describing an accounting term, define it first, then provide the term.
Internal Revenue Service, IRS
This one is common enough that it’s OK to use the abbreviation. It’s the U.S. government agency responsible for tax collection and tax law enforcement. Don’t write I.R.S.
Capitalize as shown.
Lowercase as shown.
Intuit 1099 E-File Service
Capitalize and hyphenate as shown.
A set of credentials (user ID, password, and security answer) that allows access to Intuit offerings. Don’t use account interchangeably with company.
Intuit Company Profile
Info about the customer that spans all their Intuit offerings. Includes the general company name, address, and phone (each of which can be different from their counterparts within payroll, TurboTax, or other products), a list of users, and a list of offerings.
Use this only when you need to help the customer understand data that is shared across their Intuit Account. (Internally, an Intuit company profile is called a realm.)
Intuit GoPayment, GoPayment
Write as shown.
A mobile device app created by Intuit for businesses wanting to accept payments face-to-face on a mobile device. Capitalize as shown.
Intuit PaymentNetwork, IPN
A payment and money transfer service created by Intuit. Note that PaymentNetwork is one word.
Try to avoid using invalid because it sounds like technical jargon. It’s better to use clearer wording, even if it means more words. If used, be sure it specifically modifies a noun.
Use invoice as a noun. For the verb form, say “send an invoice,” “give an invoice,” or “create an invoice.” In cases where it isn’t possible to avoid gerunds, the gerund form can be used as a noun (for example, “invoicing,” along with “reporting” and “billing”).
What the dictionary says: A commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller provided the buyer. From the point of view of a seller, an invoice is a sales invoice. From the point of view of a buyer, an invoice is a purchase invoice. The document indicates the buyer and seller, but the term invoice indicates money is owed or owing.
Do: Create an invoice for your customer.
Don’t: Invoice your customers.
iPhone, iPad, iOS
Capitalize as shown. Don’t write “IPhone,” “IPad,” or “IOS.”
Hyphenate as shown.
Don’t write “Itemized Deductions” or “Itemized deductions.”
Individual Taxpayer Identification Number (ITIN)
Don’t write “I.T.I.N.”