QuickBooksGal

You can change the format of many different forms in QuickBooks to fit your needs. Some examples include invoices, credit memos, sales receipts, purchase orders, statements and more! YOU decide which fields and columns are included, what they are named and where they are located on the form. You can also add images and other data fields! How to Customize a New Form: Select Lists:Templates from the menu. Click the Templates button. Select New from the menu. Click the new form type in the Select Template Type window. Click OK . Click the Manage Templates button. Enter the Template Name in the Manage Templates window. Click OK. Make appropriate selections in the Basic Customization window. Click the Additional Customization button. Select whether to include fields on screen by clicking the box below Screen . Select whether the print fields by clicking the box below Print . Repeat step 11 for each tab in the Additional Customization window. Click the Layout De...

Welcome to another QuickBooks Gal Minute. I'm Jayne Miller, The QuickBooks Gal. Do you need to produce a report by Employee that lists only Employee Name and Wage Rate? In QuickBooks that's easy! Here's how to modify a standard report to include the data you want to report. In the top tool bar, select Reports Select Employees & Payroll Select Employee Contact List from the drop-down list Once inside the report, select Modify Report in the report tool bar In the "column" section, remove the check marks from the information choices you don't need. In the "column" section, place a check mark next to "Employee" In the "column" section, place a check mark next to "Earnings/1 Rate" This will customize the report to include only employee names & salary/wage amounts. As you explore the Modify window, you will find that there are many useful information options you can use to create really great custom reports...by the...