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1. #Making custom template quickbooks desktop 2016 pro install#
2. #Making custom template quickbooks desktop 2016 pro full#
3. #Making custom template quickbooks desktop 2016 pro pro#
4. #Making custom template quickbooks desktop 2016 pro software#
5. #Making custom template quickbooks desktop 2016 pro Offline#

The Additional Customization window will open as seen in the image below. Click on Additional Customization at the bottom of the window. In the Preview pane on the right, click in the field next to Template Name and replace the existing name with a new, more descriptive one if you’d like. “Copy of Custom Sales Receipt” appears in the list of templates. You’ll want to make a copy of the original sales receipt so that the original will always be available. To customize a sales receipt, open the Sales Receipt window and click on the Formatting tab at the top of the window. But you can alter them in numerous ways to meet your company’s needs. QuickBooks’ forms contain the fields most often used by small businesses. Anything you enter in the Memo field will be for your internal use only it will not appear on the printed or emailed sales receipt.

When you’ve entered all of the items that the customer is paying you for, you can choose which Customer Message will appear on the sales receipt (use the drop-down list found next to the Customer Message field to see your options). The Rate, Amount, and Tax fields should fill in automatically, based on the information you entered when you create the item’s record. Now you’re ready to select the products or services you sold by clicking on the arrow in the field under Item to open the available list (if you have not created a record for what you’re selling, select and complete the fields in the New Item window that opens). Note: If you are working with a type of payment that does not appear in the four icons, click on the arrow below More to add it. Click on the type of payment you’re receiving, and enter the check or credit card number where necessary (a small window will open for the latter). Verify that the appropriate Date and Sale No. If you have created more than one sales receipt template (more on that later), make sure that the correct one appears in the Template field.

#Making custom template quickbooks desktop 2016 pro full#

It might not appeal to everyone, especially if you have a small business and do not need that many complex features.If you receive full payment for a product or service at the same time the customer receives it, you should use a sales receipt.Ĭhoose a Customer from the drop-down list and a Class (if applicable). However, it is a bit on the expensive side and looks to be over-engineered. It comes bristling with features and functions that you will need to streamline your company's financial management.

#Making custom template quickbooks desktop 2016 pro pro#

Overall, QuickBooks Desktop Pro is an enormously powerful accounting solution. There are lots of features to master, some of which are daunting for the less confident user. However, usability-wise, the app is perhaps not the first port you will call if you are not confident in using accounting software.

#Making custom template quickbooks desktop 2016 pro Offline#

There are cloud-based services available, and you can switch to that from your offline tasks seamlessly.

Installing the program to your computer means there is no need for internet connectivity to do the basic tasks. Moreover, it lets you combine multiple invoices into one email. It also gives you automatic payment reminders, and ability to add a PO number to emails. You can link, sync, and import data from integrated apps, such as Paypal, Square, and American Express, and categorize all transactions to monthly expenses and earnings. The app also helps automate the billing and invoice process and work order management. With this, users can link to their bank account, make automated payments and deposits, and also manage employee payrolls. The biggest of which is the Bank Account Reconciliation. However, there are new additions that you don't often find in other similar apps. As noted, it comes with all the tools you may expect from an accounting tool. It is one of the more expensive packages, but it comes armed with an impressive array of features.

#Making custom template quickbooks desktop 2016 pro software#

QuickBooks Desktop Pro is one of the accounting software products from Intuit. However, the trade-off is that there are many facets to master.

#Making custom template quickbooks desktop 2016 pro install#

Best of all, since you install it on your desktop, you can make use of its features offline. It also allows you to link into your bank accounts and define workflows for your accounting activities. The app offers robust functionalities, including account payable and receivable, expense management, payroll, and project accounting, in one integrated suite. QuickBooks Desktop Pro is a comprehensive accounting program from Intuit. Softonic review Robust accounting software