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Accounting And Finance
Quickbooks: Custom Templates and Mailings
Move your business beyond the basic QuickBooks Invoice, Sales Receipt, Statements, and Estimates. You will create custom form templates by using the Basic Customization, Additional Customization, and Layout Designer screens. Create a user-defined field and add that field into your form. Discover how to generate customer mailing labels, modify letter templates, and use mail merge to create personalized business letters for your advertising and communications needs. Prerequisite: QuickBooks Pro Fundamentals or equivalent experience. (Handout included).
- I am able to insert a company logo onto an invoice.
- I am able to reposition label and data fields using the Layout Designer.
- I am able to change the formatting of borders and text on an invoice template.
- I am able to generate customer mailing labels from within QuickBooks.
- I am able to modify letter templates and use them to create personalized correspondence.
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