August 7, 2019

Polish Your Image: Customize QuickBooks' Forms

QuickBooks Desktop
Ronald B. Allen

Polish Your Image: Customize QuickBooks' Forms

The invoices and other forms you send out should reflect your company’s attention to detail, accuracy, and consistency.

Every opportunity you have to interact with your customers and vendors is critical. Whether it’s a phone call,

in-person connection, or an email, how you present yourself reveals a lot about your business. Are you efficient? Friendly? Do you handle orders, problems and payment issues quickly and carefully?

 Your accounting forms can also contribute to your image. They should always be:

·         Neat and attractive.

·         Easy to read, with the most important information displayed prominently.

·         Consistent with any graphics you use on other company materials.

·         Accurate

You might be able to use at least some of QuickBooks’ form templates as is, without any modifications. But couldn’t they be better? More visually appealing? Formatted to include only the fields that your business most often needs? QuickBooks contains the customization tools you need to make them so.

Improving What Exists

You can personalize your QuickBooks forms and make them consistent with any design themes your brand may use.

We’ll look at the modification options for an invoice, though, depending on what version of QuickBooks you’re using, you can also work with sales receipts, purchase orders, statements, estimates, sales orders, and credit memos. Start by opening the Lists menu and selecting Templates. Highlight Intuit Product Invoice in the list. Click the down arrow next to Templates in the lower left corner and choose Edit Template.

The above image displays part of the window that opens. Here, you can add a logo, change the color scheme, and change fonts for your company’s contact information and the labels that identify each field (like Bill To, Terms, and Quantity). The right pane of this window shows you what the form will look like as you make changes.

Nothing you’ve done so far will prevent you from using Intuit’s pre-printed forms. But when you click Additional Customization at the bottom of the screen, you’ll be warned that if you make modifications beyond this point, the forms may not print correctly. To be safe, click Make a Copy. You’ll be able to print this new version on plain paper.

 Deeper Customization

The image below shows you part of the window that opens when you click on Additional Customization. The first two columns here are the most important; they let you specify the labeled fields that will appear on your invoices. When Header is the active column, you’ll be able to choose the content that will go at the top of your form, like Date, Invoice Number, and Terms.

Next to each default label, you’ll see boxes for Screen and Print. Click in these boxes to create or delete checkmarks; this will indicate whether each label will appear in the software itself and which will be printed for your customers to see. If you’d like to change the language QuickBooks uses to describe each, enter your preferred word or phrase in the Title column.

With the Header column highlighted, you can shape the appearance of the top section of your invoices.

Warning: As you’re checking and unchecking boxes, a dialog box may open telling you that your changes will cause some fields to overlap on your form. If you click the Default Layout button, QuickBooks will make automatic adjustments to fix this. Clicking Continue means you’ll have to use the software’s Layout Designer to make your own adjustments. This tool is not particularly intuitive, and it requires some design skills. If you must work with the Layout Designer, let us help.

When you click the Columns tab, you’ll see a list of the fields available for the main body of your invoices, like Description, Quantity, and Rate. This works similarly to how you just modified the Header, with one exception: You’ll be able to enter numbers in the Order columnto specify the placement of each field. Here again, you’ll be able to watch a preview of your form change in the right pane.

If you want to start over, click the Default button to revert the form to its original state. When you’re done, click OK.

Neatness Counts

Whether you print and mail your forms or simply dispatch them electronically, we strongly encourage you to make them as professional and polished as you possibly can. Their appearance will enhance or detract from the image your customers and vendors have of your business. Let us know if we can help here. We’d be happy to help you learn about and implement the customization options that QuickBooks offers.

Moving forward into the mobile first world, accepted truths have now become questionable. The days of desktops are dwindling. In their demise, they’ve left most of us energized about the future, yet preparing to mourn the loss of human connection.

As human beings, we need contact.

As business owners, we need automation.

Where do we find the balance?

We understand this struggle because we too are a Kansas City Metro small business with a mission to help other small businesses become more profitable. That’s why we became Profit First Professionals, an elite group of accountants, bookkeepers, and business coaches who have helped drive profit in over 40,000 companies worldwide.

The principles behind the Profit First theory resonated with us and our vision. We became so passionate about the process that we want to share it with you. Join us in our pursuit to eradicate entrepreneurial poverty once and for all.

Keeping Track of Job Costs in QuickBooks

QuickBooks Desktop

Track Your Sales by Job with QuickBooks Desktop

QuickBooks Desktop

Get Your Books in Shape and Maximize Your Profits

QuickBooks Desktop