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Quick Tips for All Users of QuickBooks
How can I print my company's phone number, fax number, e-mail address, and Web site on my invoices and other sales forms? QuickBooks '99, 2000, and 2001 Users or QuickBooks 2002 and 2003 Users
How can I personalize my check register and check form so I know which bank account I am using?
Q: |
How can I print my company's phone number, fax number, e-mail address, and Web site on my invoices and other sales forms? |
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A: |
Enter your contact information and customize your sales form template.
Enter your contact information in QuickBooks '99, 2000, and 2001:
To add or modify your actual phone numbers, E-mail, or Web addresses, choose Company > Company Info. (In QuickBooks '99, choose File > Company Info)
In the Address field, move to the line below your city and state.
On the first blank line, add:
- 'Phone: 555-555-5555' (replace with your phone number) and
- 'Fax: 555-555-5555' (replace with your fax number)
If you have a second blank line available, add:
- 'E-mail: yourname@yourcompany.com' (replace with your E-mail address) or
- 'Web Site: www.yourcompany.com' (replace with your Web site address)
Choose OK to Close Company Information.
Customize your sales form template in QuickBooks '99, 2000, and 2001:
Choose Lists > Templates.
Select the sales form you want to customize (for instance, Intuit Product Invoice).
Choose Templates > Duplicate to create a new invoice template.
Choose Invoice > OK.
Choose Open Form to see the new invoice template.
Switch back to the Template list.
Click the down arrow on the Templates button.
Choose Edit to open Customize Invoice.
In Template Name, change the name from 'DUP : Intuit Product Invoice' to 'My Intuit Product Invoice.'
Click the Options tab.
In Company Information, make sure there is a checkmark next to:
- Print Company Name
- Print Company Address
Choose Layout Designer to see the location of the numbers and address on the template.
Important: Because the phone numbers and e-mail or Web site addresses are part of the 'Data field for Company Address' you cannot move the number or addresses without moving your mailing address.
If you need to move the 'Data field for Company Address', click on your address.
Hold the mouse and drag the 'Data field for Company Address' to the desired location. Release the mouse to drop the field.
Choose OK to close Layout Designer.
Choose OK to close Customize Invoice.
In the Templates List, select 'My Intuit Product Invoice.'
Choose Open Form to open Create Invoices.
Choose File > Print Invoice > Preview.
Choose Close > Cancel.
Enter your contact information in QuickBooks 2002 and 2003:
To add or modify your actual phone numbers, E-mail, or Web addresses, choose Company > Company Information. (In QuickBooks '99, choose File > Company Info).
Add or modify:
- Phone #
- Fax #
- E-mail
- Web site
Choose OK to Close Company Information.
Customize your sales form template in QuickBooks 2002 and 2003:
Choose Lists > Templates.
Select the sales form you want to customize (for instance, Intuit Product Invoice).
Choose Templates > Duplicate to create a new invoice template.
Choose Invoice > OK.
Choose Open Form to see the new invoice template.
Switch back to the Template list.
Click the down arrow on the Templates button.
Choose Edit to open Customize Invoice.
In Template Name, change the name from 'DUP : Intuit Product Invoice' to 'My Intuit Product Invoice.'
Click the Company tab.
In Contact Information, place a checkmark next to each item you want to print on the invoice:
- Print Phone Number
- Print Fax Number
- Print E-mail Address
- Print Web Site Address
Click the Layout Designer button to see the location of the numbers and address on the template.
Overlapping Fields will display a Problem/Solutions message.
Choose Relayout to have QuickBooks automatically redesign the form with the Contact Information fields.
In Layout Designer, scroll to the bottom on the invoice.
Important: steps 20-38 are optional customization steps. If you like the default position and appearance of the phone numbers and addresses, skip to step 39.
Click on 'Phone #' to select the Label field for Phone #.
Hold the mouse and drag 'Phone #' to the top of the invoice. Release the mouse to drop 'Phone #' to the right of your company name.
Scroll to the bottom of the Layout Designer.
Click on '555-555-5555' to select the Data field for Phone #.
Hold the mouse and drag '555-555-5555' to the top of the invoice. Release the mouse to drop '555-555-5555' to the right of the 'Phone #' field.
Repeat steps 20-24 to move the 'Fax #' fields. Place the 'Fax #' fields below the 'Phone #' fields.
Repeat steps 20-24 to move the 'E-mail' fields. Place the 'Fax #' fields below the 'Fax #' fields.
Select the lower-right of the box around 'Label field for E-mail.' Drag the box left to make the 'Email' box the same size as the 'Fax #' box.
Select and drag 'someone@samplecompany.com' next to 'E-mail.'
Scroll to the bottom of the Layout Designer.
Select 'Web Site' and select the Center/Horz button.
Select 'www.quickbooks.com' and select the Center/Horz button.
To remove the box around 'Web Site', select 'Web Site' and press the right mouse button.
Select Properties > Border.
Remove the checkmarks in Top, Left, Right, Bottom.
Choose OK to close Properties.
Repeat steps 32-35 to remove the box around 'www.quickbooks.com.'
Scroll to the top of Layout Designer.
Repeat steps 32-35 to remove the boxes around Phone #, Fax #, and E-mail fields (six fields).
Choose OK to close Layout Designer.
Choose OK to close Customize Invoice.
In the Templates List, select 'My Intuit Product Invoice.'
Choose Open Form to open Create Invoices.
Choose File > Print Invoice > Preview.
Choose Close > Cancel.
Tips:
- To undo a mistake in Layout Designer, press Ctrl+Z.
- You can customize sales form templates for Invoice, Credit Memo, Sales Receipt, Statement, Estimate, and Sales Order. You can also customize the Purchase Order template.
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Q: |
How can I personalize my check register and check form so I know which bank account I am using? |
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A: |
Change the color of the bank account's check register and check form.
Change the color of your check register and check form in QuickBooks '99, 2000, 2001, 2002 and 2003:
Choose Window > Close All to close any open windows.
Choose Edit > Use Register (In QuickBooks '99 choose Lists > Chart of Accounts, then skip to step 4).
Click the triangle to display the drop-down list of accounts.
Select the Bank account you want to change (for instance, a checking or savings account).
Choose OK to display the register (In QuickBooks '99 choose Activities > Use Register).
Choose Edit > Change Account Color.
Select the desired color (for example, green).
Choose OK to see the selected color on the register.
Click the Edit Transaction button to see the selected color on the form (for example, the check form). (In QuickBooks '99 choose Edit).
Tips:
You can use these steps to change the color of other Balance Sheet accounts. For instance, you can choose Bank, Accounts Receivable, Fixed Asset, Accounts Payable, and so on.
You can changes the color of registers and forms for accounts such as Banking and Accounts Payable. Some accounts, such as Accounts Receivable, allow you to change the color of the register, but you cannot change the color of the related forms (for instance, Invoice, Credit Memo, Sales Receipt, Statement, Estimate, and Sales Order).
The colors do not print on the register or the form.
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