You first need to click on the “Use Logo” button on the Basic Customization page. It is the first step of customization in this process. This page should have popped up once you backed out of the Print Preview. To do this, we follow a few simple steps. The first part of customization that we will do to our invoice template is to customize the logo. Closing this screen will bring us back to the page we can use to customize the Invoice Template. This is the base from which we will begin customizing. We will start by opening QuickBooks and clicking the “Lists” menu heading and then the “Templates” item.įrom there, we will open up the Rock Castle Invoice and then click “Print Preview.” We are only opening this print preview so that I can better illustrate how generic the default invoice template is. I want first to show you how the invoice looks before customization. Have you ever had a generic Invoice Template that needed customization? In this blog post, I’m going to show you how to customize an invoice template in QuickBooks. If you enter sales directly into the Make Deposits window, Check Register or with Journal Entries, then QuickBooks Sales Reports will not be accurate.How to Edit an Invoice Template in QuickBooks That means the sale must be entered via an Invoice, Sales Receipt or Statement Charge (or a Credit Memo if the item is being returned). Sales don't appear on reports unless they're entered using Items. In other words, Income is "account" driven reporting, while Sales is "item" driven reporting. To get the most out of QuickBooks, all sales should be recorded using sales-type transaction forms that make use of items. Income Report are driven from data captured within the various "income accounts" set up in your QuickBooks file. Sales reports are based upon the "sale of items." For example, let's look at just a couple of reports related to income and sales. QuickBooks Enterprise makes use of both accounts and items when it comes to reporting.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |