Tag: Templates

Turning Off the Online Payment Link in QuickBooks Invoices

| August 2, 2011 | 14 Comments

Although I love the Intuit PaymentNetwork for collecting customer payments, it doesn’t fit everyone’s needs. Unfortunately, QuickBooks has a tendency to try to force this on us, and I see a lot of complaints about that “pay online” tag that QuickBooks inserts into invoices. It seems like a good time to review how to turn […]

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QuickBooks 2010 R11

| January 20, 2011 | 2 Comments

Intuit has released the QuickBooks 2010 R11 update to manual update. I’ll list the changes that I’m aware of. There often are other changes that aren’t officially announced. Please note that I haven’t tested every one of these updates myself at this time.

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FAQ: Stopping RECEIVED IN FULL From Printing on my QuickBooks Purchase Order

| May 21, 2010 | 2 Comments

When you fully receive a purchase order QuickBooks may stamp it Received In Full. Sometimes you don’t want that to appear.

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FAQ:How Do You Remove the “T” Column from a QuickBooks Invoice?

| May 21, 2010 | 1 Comment

If you are using sales tax in QuickBooks, the program will usually mark the “taxable” items with a “T” right after the amount for the line. Some people would prefer to not have this.

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FAQ:How Can I Use the “Item” and “Quantity” fields in a QuickBooks Statement?

| May 21, 2010 | 0 Comments

If you edit your statement template in QuickBooks you are given the option to add a column for item, quantity  and rate. However, when your print the statements, nothing shows? How can you get information to show here?

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FAQ:Adding Overdue Stamps to QuickBooks Invoices

| May 21, 2010 | 5 Comments

QuickBooks has several “stamps” that it will put on an invoice, such as “Paid”. Sometimes, though, you would like to add your own stamp. The simplest way is to create a customized form template.

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FAQ:Why Can’t I Enter A Value in the QuickBooks “Project” Field?

| May 21, 2010 | 4 Comments

When editing an invoice (etc.) template in QuickBooks you will see a project field, but you cannot add it to the screen. A common question is “why not?” – as people would like to use that field.

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FAQ:Can I Move QuickBooks Form Templates to Another Company File?

| May 21, 2010 | 0 Comments

You can transfer form templates between company files. In the source company file, select Lists and then templates. Select the form you want to move and right click on it (or click the “templates” button at the bottom of the list) and select Export. This will let you save the template as a “DES” file.

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FAQ:Why Won’t OTHER 1 or OTHER 2 Show In QuickBooks Reports?

| May 21, 2010 | 3 Comments

When you customize an invoice template you can add a variety of columns to the detail section. Two columns that are available are the “other 1” and “other 2” columns. You can add these easily, and then enter data in them when you create an invoice. However, if you do, you cannot see the data […]

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