Customizing in QuickBooks

Customizing your invoicing is a great way to use your creativity. It is one of the favorite ways I can impress a client, especially one that is changing over to QuickBooks from another program (is there really any other program for your bookkeeping????)

To customize an invoice, you go to open invoices. In the right hand corner, select customize (looks like a ruler and you may have to select the "carrot" > to find this). I will touch on basic customization in this post:

Under basic customization, you can select "use company logo" and then just find it on your hard drive. You can add company name, address, phone numbers, email address, website, etc. You can also apply a color scheme, which is a great feature that gives you a really professional appearance. You can also change the color of your font. So, the sky is the limit with QuickBooks. You can make your invoice look just like "the old one" and maybe impress your client because now they can save on not having to buy preprinted forms.

QuickBooks does it all for you. So have fun and play around with your invoicing. You only have to save the template and you will be set to use it in all future invoicing. I usually name my template after the company I made it for for easy use in remembering the name of the template. Once you use it once for your first template, QuickBooks will default to that template so you do not have to remember to select it each time.

So, get creative and design and invoice!

Check out my website www.rhodeislandbookkeeping.com