![]() In a register, select and right-click a specific transaction in a list, right-click an item in a form, display a transaction and right-click a blank area of the form. For example, customizing the design of your invoice makes it look more professional and attractive-which may encourage your customers to pay faster and consider doing more transactions with you in the future. To perform a common QuickBooks 2022 task related to a window, right-click to display a shortcut menu. You can build brand awareness and enhance brand recognition with a well-designed logo on a unique invoice.Īdditionally, customizing your sales forms can help you increase sales in different ways. However, the default forms aren’t very impressive, so we highly recommend customizing your invoices, receipts, and estimates to enhance your brand and improve business communication. Choose from different topics that cover account management, banking, expenses and vendors, e-commerce, reports, sales and customers, and a get started tutorial. The Importance of Customizing Sales FormsĪs our best small business accounting software and best invoicing software, QuickBooks Online stands out with its professional-looking invoices, estimates, and sales receipts. This QuickBooks online tutorial is a comprehensive reference ideal for small business owners and accounting professionals. It’s important that customers don’t mistake invoices for estimates. We suggest that you make the custom format similar to your invoices but different enough that it’s easy to tell each of the forms apart to avoid confusion. You have the same design options for estimates and sales receipts as invoices. From the custom form styles screen, click New style, then select either Estimate or Sales receipt. The steps are identical to the process we used to create your customized invoice. Now that you know how to craft a custom template, you can produce custom templates for estimates and sales receipts. How To Create Custom Estimates and Sales Receipts in QuickBooks Online How to Manage Credit Card Sales With a Third-party Credit Card ProcessorĬheck out our tutorial on how to set up messages in QuickBooks Online for more comprehensive instructions. How to Manage Credit Card Sales With QuickBooks Payments How to Reconcile Business Credit Card Accounts How to Manage Downloaded Business Credit Card Transactions How to Enter Business Credit Card Transactions Manually Part 5: Managing Business Credit Card Transactions How to Handle Bounced Checks From Customers ![]() How to Transfer Funds Between Bank Accounts How to Manage Downloaded Banking Transactions Free online QuickBooks training provided by the experts at Fourlane QuickBooks Customers QuickBooks Chart of Accounts QuickBooks Banking & Credit Cards. How to Enter Banking Transactions Manually How to Set Up the Products and Services List How to Set Up Invoices, Sales Receipts & Estimates How to Customize Invoices, Sales Receipts & Estimates
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