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 the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal. Did you know that you can change the default title of a form when you view it onscreen and when you print it? You can also change the way the title looks when the form is printed. For example, you can change the font, add a line or border around the title, and move the title to a different location. Here’s how: 1. Open the Customize window. 2. To change the default title, click the Header field and enter the new title in the Title field. 3. To change the way the title appears on the printed form: a. Click the Layout Designer button. b. In the Layout Designer, do any or all of the following: - Move the title to a different position on the form - Change the font for the form title - Add borders or lines around the title - Add a background color to the title (if you will print the form on a color printer) 4. When done, click OK to close the Layout Designer window. 5. Click OK to close the Customize window. 6. To see ...

“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Call The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics. Did you know that you can change the default title of a form when you view it onscreen and when you print it? You can also change the way the title looks when the form is printed. For example, you can change the font, add a line or border around the title, and move the title to a different location. Today, I’m going to address changing the default title on forms, however once you get to the step where you open the Layout Designer, you’ll find that there are a lot of customizations you can make to the forms you use in QuickBooks. Here’s how: 1. Ope...