With an invoice form open, it is possible to choose the Format tab on the ribbon. The template the arrow points to in the graphic is the custom template we will work on.įirst, you should be aware of the other way to access the customize procedures in QuickBooks. It ensures that you can always go back to the original template if you need to. Duplicating a template is a simple process that QuickBooks usually handles itself. Most of the templates that come with QuickBooks will require you to make a copy if you try to customize them. You can see the right-hand column tells us what kind of transaction a particular template creates. Most of the entries on this list are standard forms and come with QuickBooks. It will make our customer invoices less generic and give us the customized look we want to present to our customers or clients. This allows you to present the image you want to your customers.įor today’s post, let’s add a logo to our invoice. You can customize the look on screen, but you can do even more customizing of the printed form. Templates are the forms that display things like invoices and statements. QuickBooks will let you quickly and easily customize the templates you use in your business.
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