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CUSTOM templates

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by

Gaby Taylor

on 6 March 2014

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Transcript of CUSTOM templates

Under the surface: So many customizing possibilities!
CUSTOM templates
by Danielle & Gaby
Why create a custom layout?
Create a unique brand for your company with: customized headings for name, address, and logo on the treatment form.
Customize fields to hold more information
Position return addresses and billing addresses to fit the address window of the envelope you are using.

What templates can be customized?
invoices
credit memos
sales receipts
sales orders
purchase orders
statements
& estimates
Customizing your template:
Tutorial by Quickbooks expert: Teresa Toddman
Full transcript