how to edit invoice template in quickbooks

QuickBooks provides an able and absolute software band-aid to clue your aggregation finances, customers, taxes and prospects. However, back you charge to actualize invoices, accelerate a letter or book envelopes application chump data, sometimes it’s easier to consign your abstracts to Microsoft Word to use the added automatic interface for drafting belletrist and creating argument documents. Whether you appetite to actualize accumulating letters, belletrist to customers, vendors, advisers or contacts on your Other Names list, QuickBooks and Microsoft Word assignment calm to accomplish the action seamless and integrated.



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Invoices

Click the “Create Invoices” figure on the QuickBooks software homepage.

Click the “Templates” drop-down card and baddest a arrangement that provides the advice you appetite to track. You can bang on anniversary arrangement to examination the advice provided and baddest the actual one for your needs.



Select the “Customer:Job” drop-down card to accept a chump to actualize an balance with her information.

Check to accomplish abiding the date is actual and again bang the aboriginal bare band in the Account column. Add an account from the account for the artefact you are billing, again access the quantity.

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Change the description and amount fields, if necessary. Your items should automatically ample these fields in for you. Also, access a chump message, if you appetite to personalize the invoice.

Click the “Letters” drop-down arrow and “Prepare an Balance Letter.”

Complete the instructions in the Belletrist and Envelopes wizard. If you don’t see a letter arrangement you appetite to use, bang “Create or Edit a Letter Template.” Chase the prompts to actualize a custom letter. After selecting or alteration a template, a Word certificate with the letter opens in Microsoft Word.

Click “File” and “Save” in Microsoft Word. Save the certificate about you will remember.

Press “Control-F” and blazon “MISSING*INFORMATION” into the chase box. For anniversary result, alter the tag with the accordant advice for that section. Again acknowledgment to QuickBooks, bang on the acreage with the missing advice and add the aforementioned information.

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Select “File” and “Save” in Microsoft Word. Again baddest “File” and “Print.”

Click “Save & Close” in QuickBooks to save the invoice.

Prepare Belletrist With Envelopes

Click the “Company” card and “Prepare Belletrist With Envelopes.” Baddest “Prepare Chump Letters,” “Prepare Vendor Letters” or “Prepare Employee Letters”

If you are aggravating to book a accumulating letter, bang the “Customers” card and “Customer Center.” Again bang the “Word” drop-down arrow and “Prepare Accumulating Letters.”

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Select a arrangement from the accessible list. The letter opens in Microsoft Word.

Click “Control-F” and blazon “MISSING*INFORMATION” into the chase box. If any after-effects appear, abolish this advice and alter it with the actual information. Acknowledgment to QuickBooks and amend the advice for anniversary acreage with missing information.

Click “File” and “Save” to save your letter. Bang “File” and “Print” to book your letter.

Return to the QuickBooks astrologer and chase the prompts to book envelope letters.

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