Spend a little time to become a Quick Book Pro.   The possibilities are endless.   In fact, Dashboard Accounting has put together a five part series to give you some “bookkeeping help”

 In Quick Book Pro Tips, Series 3 of 5,  learn how to customize your invoice.

Inside Quick Book accounting software, click the create invoices from the home page.  
 Select the Customize icon above the invoice. 

 Here you can:

• Add your company logo to the printed or e-mailed invoice and move it to a different spot on the invoice
• Add or change how your company name and contact information appear on the invoice
• Change the font that’s used for different fields
• Add or remove the status stamp (Paid, Pending, Received, etc.)

 To make additional changes, select the Layout designer at the bottom of the screen:

• Change the invoice title, including the font that’s used, and then move it to a different place on the form
• Rename the date, invoice number, bill to, and ship to fields
• Prevent $0.00 from printing on progress invoices
• Move your company logo to a different spot on the invoice
• Add or remove fields and columns on the invoice
• Print the customer balance on invoices
• Rename a field or column
• Change the order of the columns on the invoice
• Add special sections to the invoice, such as warranty information, legal disclaimers, notes to customers, or contractual details
• Add a remittance tear-off section or special instructions
• Add lines and borders around different fields on the invoice
• Align quantities on the printed invoice
• Add page numbers to the printed invoice
• Change the printer settings that are used when you print the invoice

Preview the form: The final step in customizing your form is seeing how the form looks onscreen and in print preview.

We have QuickBooks ProAdvisors on staff.  Contact Dashboard Accounting today, as your small business accountant, we can prepare customized forms for you and assist you with all other QuickBooks tasks.