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Customizing Invoice Templates in QuickBooks

So here’s a bit of a funny story.  I bought my first house a few weeks ago and there’s a huge list of to-do’s of course. One of the items on that list was to remove the ugly, in-the-way tree in my front yard.   So, I call around and find a tree removal company that will do the work at a decent price.  I have them come and give them a credit card over the phone.  Fast forward a few days, my husband comes home with the paid invoice after the work has been completed. I take one look at it and we both say at the same time “haha, they use QuickBooks.”  Now you may not believe me when I say this, but this happens ALL THE TIME.  I can’t tell you how many companies I have done business with that I can immediately tell they use QuickBooks. (In your spare time, ask me about my wedding dress story J.) 

As much as it’s comical, it’s a bit scary how many companies don’t realize that they don’t have to use the ugly, out of the box, invoices that QuickBooks offers.  If you are using QuickBooks for your invoicing, please take the time to customize your templates to make them look professional.  It’ll make a world of difference.  Here are some tips on how to do this:

Go to create invoices and click on the Formatting tab. From there, click on Customize Data Layout.  This will bring you to the “Additional Customization” screen.  Here you can pick and choose which header fields and columns you want to use.  Then, you can click on the “Layout Designer” to click and drag the fields to wherever you want them to be on the invoice. If you want to add your logo and company information, from the “Additional Customization” screen, click the “Basic Customization” button and check the box that says “use Logo” and put a checkmark next to each company information portion that you want to use. Then go back into the layout designer and move stuff around.  Keep in mind that on the basic screen, you can also change fonts & choose color schemes.

I know this task can be a bit tedious and also confusing.  We customize invoices for clients all the time.  If you need help, feel free to give us a call!

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