Customizing Forms in QuickBooks


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 how the form will look when you print it, preview the form.


That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.



I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.




Got a QuickBooks Mess? Call The QuickBooks Gal!



QuickBooks, Enterprise Solutions, Point of Sale, Peachtree
Microsoft Office Accounting & Microsoft Point Of Sale


Reno 775-348-9225
Tahoe 775-348-9200
Sacramento 916-216-4949

Comments

Post a Comment

Popular posts from this blog

How to "Un" Apply Credits In QuickBooks

Image
Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Recently, one of our Reno QuickBooks customers asked about "unapplying" credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills). So here is how it is done: For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the "Apply Credits" button. In the lower half of the new window that pops up is a list of Previously Applied Credits. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice. For Vendors, i.e. bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then
Read more

QuickBooks Password Protection

QuickBooks now requires your employees to enter a password to view their pay stubs when you e-mail them. QuickBooks generates the passwords automatically; each password consists of the first four letters of the employee's last name followed by the last four digits of their Social Security number. Examples Name:                            SSN:                         Pay Stub Password: Ben Narramore              855-56-4545             narr4545 Deb D'Spain                  782-34-3419             dspa3419 Jimmy Wu                     903-88-7465             wu7465 Note that all characters must be entered in lowercase and punctuation characters are not included in the password. When a last name has fewer than four characters, the whole last name is used (like in wu above) but no additional characters are added. You will need to inform each employee of this new password requirement
Read more

Changes to Quickbooks Online: April 2019

Image
Coming April, subscibers of Quickbooks Online will be experiencing some changes.  Here's what to expect: According to an email sent out by Quickbooks last week: " Beginning  April 10  and over the coming year, usage limits will go into effect for all QuickBooks Online Simple Start, Essentials, Plus, and Advanced customer". Quickbooks want to make sure they are giving their customers the ultimate experience for their buck. Therefore, they are implementing a variety of plans with usage limits to best fit your business. With this, Intuit has developed a Quickbooks Online Advanced edition for the most avid Quickbooks users who need the most capacity and functionality.  This being said, Quickbooks wants to make sure you are informed about adding additional users before the deadline, " You can stay in your current plan and keep all your data. But you won't be able to manually add an account, user, class or location if it will put you over the lim
Read more