Since QuickBooks is the most widely used accounting program for small business in this country, many business owners can instantly recognize the forms printed by the software package. While it's not an extremely important matter, some business owners prefer that their invoices, sales receipts and other forms look uniquely their own. Customizing an invoice in QuickBooks is easy to do.
Things You'll Need
- QuickBooks software
- Your company's logo saved to computer.
Customizing a QuickBooks Invoice
Choose the correct template for your business. Open a blank invoice in QuickBooks and look in the upper right hand corner for the word, "template." The program comes with a limited number of invoice templates for product related and service related businesses. Choose the template that fits your type of business, these templates can then be customized to create the columns and rows you wish to use. If none of the templates is to your liking, follow the directions for "Manage Templates" button.
Find and click the "Customize" button in the upper right corner. A menu window will pop up titled "Basic Customization." The "Manage Templates" button will allow you to connect to the site at Intuit to download a more suitable template for your business' forms.
Find the "Use Logo" box and click it. This will allow you to upload the logo to the forms. The logo will appear in the box with the address and contact information of your business. Below the "Use Logo" box is the "Color Scheme" if you like to print your forms in color and the "Change Font" form. You have the option of choosing a different font for each section of the form. Highlight the section of the form for which you wish to change the font and click the "Change Font" button.
Remove or add company information in the form. The bottom section of this window allows the user to either add or remove company information for display on the form. As a default, the name, address, phone, fax, email address and website are all printed on each invoice. Uncheck the boxes for the information you do not wish to be printed on the Invoices.
Use the "Additional Customization" button.
The Header - Click on this button which will open a secondary window. It is here that you will be able to change the words used on the invoice, including the header. It allows you to show information on screen and choose not to print by simply unchecking the box under the "Screen" and "Print" columns.
Columns - It allows you to change the order in which the columns appear on the invoice by changing the order number. This also allows you to change the title on each of the columns.
Program Columns - These allow the company to create columns for items that are ordered, previously invoiced, backordered and for the sales order number.
Footer - This is for the section at the bottom of the invoice that includes the message to the customer, total, payments and credits, balance due, customer total balance and job total balance with the option of the long text to be printed for legal disclaimers, warranties, etc.
Print - Here you'll find options for the printing of the invoices which can be used to change printer settings and more.
Click on the layout designer. The layout designer allows one to change the sizes and widths of each of the rows and columns using a click-and-drag method. Use this option once all other customization has been completed
- QuickBooks Curriculum, Section 2: Customizing Forms, 2007 edition
- Photo Credit Blue pen in front of invoice image by millann from Fotolia.com fattura 3 image by Rido from Fotolia.com fattura 5 image by Rido from Fotolia.com
How to Add Your Logo to Invoices in QuickBooks
Adding your logo to your business's customer invoices can give those invoices a professional look as well as provide additional exposure for...
How to Customize the QuickBooks Report Template
Customizing the QuickBooks report template begins with accessing a built-in report. In addition to financial reports, QuickBooks supplies reports relating to areas...
How to Create Invoices in QuickBooks
Businesses create invoices to bill customers who purchase goods or services on credit. In general, invoices contain information about the sale such...
How to Create a Two-Page Quickbooks Invoice Template
A QuickBooks invoice automatically prints two pages when the customer invoice contains more data than can fit on one page. The second...
How Do I Create an Invoice in QuickBooks?
QuickBooks is an accounting software package designed for businesses and sold by Intuit. One of the many benefits of this program is...
How to View a List of Invoices in QuickBooks
The small business bookkeeping software QuickBooks allows you to view both general and custom invoice lists.
How to Remove Invoices From QuickBooks
Removing an invoice in QuickBooks means voiding or deleting the statement. Voiding leaves a record of the transaction.