Comments on: Copying QuickBooks Form Templates

By: Charlie

Charlie — Wed, 01 Jun 2011 01:12:53 +0000

Go to “Lists” then “Templates”, and select either “import” or “export” as needed. You export a template to create the “DES” file. Copy the DES file to the other computer, then you import it.

The DES file is created by the “export” function.

By: Jim W

Jim W — Wed, 01 Jun 2011 00:55:53 +0000

I have offered to redo one of my vendor’s tempplate becasue it looks so trashy. They are in another state and I want them to forward to me the actual template file. I found somewhere it was a “des” extension, but not able to find that even on my over version of QBPro.

Any help would be appreciated.

By: POS inventory

POS inventory — Thu, 10 Mar 2011 13:04:29 +0000

Really very well explained using screen-shots. Thanks for sharing useful information.

By: Charlie

Charlie — Fri, 16 Apr 2010 16:55:04 +0000

Barbara, QuickBooks itself does not have this feature. However, my company produces an addon product, CCRQInvoice, that provides this feature. You can see information on this at http://www.ccrsoftware.com/CCRQInvoice/InvoiceQ.htm

By: Barbara

Barbara — Fri, 16 Apr 2010 04:10:09 +0000

Is there some way to custumize a summary of the quantities, prefferably at the bottom of the QTY collumn?

By: Charlie

Charlie — Thu, 18 Feb 2010 16:23:47 +0000

Diana, that is a bit off topic for this article. And writing a tutorial for you in comments here isn’t really practical. In addition, there are many variables that we don’t know about your business. The simplest answer is to just send them an invoice or sales receipt, depending on payment issues.

I would recommend that you go to the Intuit Community Forums at http://community.intuit.com/forums where you can ask questions and get answers. Note that short specific questions will get better answers than vague general questions…

By: Diana

Diana — Thu, 18 Feb 2010 13:06:03 +0000

I have QB 2009 Premier Mfg edition. I am starting to sell my products on line(ladies handbags)I produced with subcontract labor. Can you please advise on the sequence of processing sales in QB? If it is possible, with all details, including what forms I should send to a customer with their purchase. I would like to learn the right way of doing it from the beginning. Thank you.

By: Ganry80

Ganry80 — Thu, 22 Oct 2009 12:42:27 +0000

They have no bearing on processing. ,

By: cc

cc — Wed, 17 Jun 2009 21:32:28 +0000

This was so helpful!!

By: Charlie

Charlie — Mon, 06 Apr 2009 21:16:05 +0000

Only the total payment/credit applied – checking the “payments/credits” box in the Footer tab of Additional Customization. If you want a list of the applied credit memos, you can either print a statement, or include a copy of the customer balance detail report for that customer.