Finance So heres a bit of a funny story. I bought my first house a few weeks ago and theres a huge list of to-dos 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 .pany that will do the work at a decent price. I have them .e and give them a credit card over the phone. Fast forward a few days, my husband .es home with the paid invoice after the work has been .pleted. 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 cant tell you how many .panies I have done business with that I can immediately tell they use QuickBooks business accounting software. As much as its .ical, its a bit scary how many .panies dont realize that they dont have to use the ugly, out of the box, invoices that QuickBooks bookkeeping software offers. If you are using QuickBooks for your invoicing, please take the time to customize your templates to make them look professional. Itll make a world of difference. Having a visually distinct style to your invoices can keep your .pany in mind with your clients, and make them more likely to utilize your services in the future. 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 .pany 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 .pany 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 and choose color schemes. If you dont want to stop here and continue customizing your invoice, you can play around with borders. Every field on a template can have a border around it, and there are some neat visual options you can select for those borders. You can even choose to hide them if you want. Be careful with hiding borders if you have a lot of information on your document. Borders can help organize each section to make it clear to the customer what they are seeing. To customize the borders, you will need select the Layout Designer button at the bottom of the customize template window. This will give you a sample view of what the invoice will look like. From here, simple double click on the field that you want to change borders on. You can also right click on the field and choose properties. On the field property window, click the border tab. This is where you select which sides of the field has a border, along with the size, corner style and pattern. You can choose to only have a border at the bottom, left, right and top, or any .bination of the four. Keep in mind this only applies to the field you are working with, so you may need to change an adjacent fields borders as well to achieve the look. The rounded corners will make ovals instead of squares. If you choose Medium or Large corners, your field has to be big enough to support them, or they will revert back to square corners. The pattern option will give let you have dashes or dots instead of a solid line, while the thickness will make the border larger or smaller. These options affect all the borders that you have checked for this field. Using these options you cannot, for example, have a top thin dashed and a solid thick bottom. There is a way to get around this, though. You will need to set the settings for your top border and uncheck the bottom border option. Then, click the OK button to leave the properties of the field. Click the Add button at the top and choose to add a new Text Box. This text box is not going to have any text in it. We are simply going to use the border feature to make a bottom thick border. You then position it so it overlaps the actual field that you want the thick bottom border on. This trick is very useful when you are trying to match an existing template to QuickBooks bookkeeping programs. If you find this task a bit tedious and also confusing. Our QuickBooks ProAdvisors from Presti & Naegele customize invoices for clients all the time. If you need help, feel free to give us a call! About the Author: 相关的主题文章: