May, 2011

How to Edit a QuickBooks Letter

Having created a letter in QuickBooks, you should now be able to understand that you can make changes to this letter in Microsoft Word, or in the QuickBooks Letter Template. If you recall, I created a letter in the previous exercise (Bounced cheque) and now I will work with the QuickBooks Letter Template to edit it. From the Home page I will choose Company from the Menu bar and than Prepare...

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QuickBooks Letters and Their Use

Not many QuickBooks users that I have come across in my twelve years, know about or have incorporated into their daily work, the use of  letters. Maybe that’s because we tend to use email and text messages in this day and age, and letters are a thing of the past. In saying that, you may still find the need to send a letter to a customer, vendor, employee or to a list of people. With...

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Converge Magazine Testimonial

“We have been very pleased to have Larry work with our organization. You can tell he knows his stuff and cares about his work. He has helped train our bookkeeper, get more organized in QuickBooks, and even put in some volunteer hours.” Thumbs up! Jeremy Mills, Director of Sales & Operations Converge...

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Customizing Form Borders, Fonts and Colours in QuickBooks

 In the last article I changed the width of the phone number and Quantity field. What was left to do was to line-up the phone number field with the left border of the address field. In this QuickBooks exercise, I will change the font, border, show you how you can change the colour of the Background and in the text fields. By now you should know how to open up the Layout Designer window with...

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Customizing Forms in QuickBooks – Changing Field Widths

Following up on the previous QuickBooks exercise, where I moved the phone number beneath the address field, I will now start the process of changing the field width and lining up the phone number, with the border of the address. Once again using the My New Invoice template, I will Edit Template and then click on the Layout Designer tab to start this function. I will select the phone number...

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