All Entries Tagged With: "Forms"

Custom Fields in QuickBooks Enterprise 10

I discussed custom fields in QuickBooks in an article last year, and it is one of the most popular articles in my blog. Many users depend on custom fields to add features to invoices, sales orders and estimates (and more). The two most common complaints about custom fields have been there need to be more and I need to define the “type” of the field. If you are a user of QuickBooks Enterprise – good news! Intuit has listened.

QuickBooks 2010 Form Customization

Up until now, if you wanted a uniform appearance to all of your QuickBooks forms (invoices, sales orders, estimates and so forth) it took a lot of work on your part. You would have to apply your changes in background, fonts and so forth to each individual form. This could be tedious. With QuickBooks 2010 we have a new form design feature that lets you set a basic form design that can be applied to all forms.

QuickBooks 2010 Overview

Hot on the heals of my “preview” article yesterday, here is additional information on QuickBooks 2010. This information has been released to ProAdvisors but it hasn’t yet hit the Intuit end-user oriented web sites. I’ll have more details in the coming weeks, with screen shots and more details, when Intuit releases the product.

QuickBooks 2010 contains a number of new features, as well as some improvements of existing features. The following is a quick list of SOME of the new and improved features (please note that this is not a list of bug fixes).

QuickBooks Keyboard Shortcuts

If you are entering a lot of information into an accounting program like QuickBooks, you want to be able to keep your hands on the keyboard. Moving back and forth from the keyboard to the mouse just slows you down. That is why we have “keyboard shortcuts” in good Windows based programs – to minimize the time you waste with the mouse.

Information about the keyboard shortcuts in QuickBooks is available in many places, but I’m always surprised by how many people who just don’t know about them. So today I’ll review what we have available. Please note that this is a Windows-centric view of the QuickBooks world.

Helpful QuickBooks Tips

Today I’m going to throw out a few miscellaneous small tips that may help you when you are working with QuickBooks. No particular theme, just a random collection.

If any of you have some helpful tips to add, pass them on in a comment here! I’ll add them to the article.

Copying QuickBooks Form Templates

A very common question I see in the Intuit Community forums is “I’ve created a custom template for my invoices, can I copy that over to my sales orders and other forms?” Today’s quick tip describes how you can easily accomplish this.

Saving your Customized Forms

Most people customize the forms that they use in QuickBooks. If you put in a lot of time setting them up, do you want to take a chance on losing them? They might not be as safe as you think…