Customizing Forms & Letters

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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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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Designing Custom Form Layouts in QuickBooks

This is the second part of the series on Customizing Forms and it has to do with the QuickBooks Layout Designer. Previously I showed you how I could change the font, columns, footers, add fields, etc., well now it’s time to change the design or the layoutas QuickBooks calls it. You will see that in the Layout Designer, I can move, re-size, add, remove, centre the columns, use borders or not...

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Customizing Invoice Templates In QuickBooks

Create a New Template Manage Template Customizing Forms Change Field Order Customize Footer Print setup   This article now starts a series about Customizing forms in QuickBooks. Are you aware that each of the forms that you use in QuickBooks has its own layout? Do you know that you can...

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