Tag: Forms

QuickBooks 2011: Other Changes I’ve Noticed

| October 18, 2010 | 28 Comments

There are many improved and new features in QuickBooks 2011. Intuit has not provided anyone with a comprehensive list of all of the changes. I’ve been covering the major ones, but there are many smaller changes that are scattered about. Although they may be small, they could have a large impact on how you use […]

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Improved List Selection When Creating Invoices in QuickBooks

| May 14, 2010 | 6 Comments

When you are creating an invoice in QuickBooks (or any order type, such as a purchase order, estimate, etc.) you will be selecting information from a dropdown list. This could be something like the customer list or item list. A common complaint is that this dropdown list has very limited information. Did you know that […]

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Custom Fields in QuickBooks Enterprise 10

| October 21, 2009 | 57 Comments

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 […]

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QuickBooks 2010 Form Customization

| October 2, 2009 | 21 Comments

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 […]

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QuickBooks 2010 Overview

| September 18, 2009 | 8 Comments

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 […]

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QuickBooks Keyboard Shortcuts

| July 16, 2009 | 9 Comments

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 […]

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Helpful QuickBooks Tips

| April 29, 2009 | 15 Comments

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.

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Copying QuickBooks Form Templates

| February 26, 2009 | 15 Comments

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.

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Saving your Customized Forms

| April 14, 2008 | 2 Comments

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…

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