Enter your Sign on user name and password.

Forgot password?
Sign In | Subscribe
Start learning today, and be successful in your academic & professional career. Start Today!

Use Chrome browser to play professor video
Aaron Woolley

Aaron Woolley

Customizing Forms and Writing QuickBooks Letters

Slide Duration:

Table of Contents

I. Introduction
Bookkeeping Basics

10m 25s

Intro
0:00
The Accounting Equation
0:10
Assets
1:15
Liability
2:19
Equity
3:11
Debit vs. Credit
4:10
T Account
4:40
How Your Bank Treats Your Account
5:02
Your Books
6:08
Chart of Accounts
7:15
Balance Sheet Accounts: Assets
7:25
Balance Sheet Accounts: Liability
7:40
Balance Sheet Accounts: Equity
8:22
Income Statement Accounts
9:03
Income
9:06
Expenses
9:26
Net Income
9:48
Getting Started

16m 34s

Intro
0:00
Using Forms
0:13
How to Edit Customer Form
1:06
How to Edit Vendor Form
1:37
Using Lists
2:34
Customer Lists
2:39
Vendor Lists
2:47
Employees Lists
2:59
Using Registers
3:16
Check Register
3:22
Chart of Accounts
3:40
How to Use Register
6:27
Getting Around QuickBooks
7:54
Navigating Through the Home Screen
8:08
Managing Employees
9:59
Managing Open Windows
11:23
The Menu Bar
12:02
The Icon Bar
12:28
QuickBooks Centers
12:50
Customers, Vendors, Employees Center
12:53
Banking Center
13:06
Report Center
13:38
Lead Center
13:46
Search Information
14:17
How to Search for Information on a Customer
14:28
The Homepage & Workflow
15:12
The Chart of Accounts: Assets, Liabilities, Equity
15:37
How to Access Chart of Accounts
15:45
Setting Up QuickBooks

20m 51s

Intro
0:00
The Express Start
0:23
Create New Company
0:49
Entering Company Information
0:55
Enter Business Contact
2:24
Preferences
4:16
Adding Contacts
4:22
Adding Products and Services
4:28
Adding Bank Accounts
5:26
Review the Chart of Accounts and Customize
6:10
Check Chart of Accounts Set Up
6:48
How to Add To Chart of Accounts
7:20
Entering Bank Accounts and Opening Balances
8:00
Edit New Bank Accounts
8:28
Add New Bank Accounts
8:52
How To Open Balance
9:58
Adding Customers
10:27
How to Add New Customers
11:05
Adding a Job
12:33
Add New Job For Customer
12:50
Adding Vendors
15:01
Access Vendor Center
15:17
Add New Vendor
15:33
Adding Additional Accounts
16:33
Adding New Accounts in Chart of Accounts
16:53
Adding Items (Products & Services)
18:06
Add New Item to Sell
18:45
II. Working With Lists
Working With Lists, Part 1

31m 24s

Intro
0:00
Editing The Chart of Accounts
1:08
Edit Account
5:10
Adding Subaccounts
6:17
New Subaccount
7:50
Working with Customers & Job Lists
11:32
Add new customer
13:25
Providing Additional Customer Information
17:50
Providing Customer Payment Information
22:10
Working with the Vendor Center
24:08
Add new vendor
25:50
Providing Additional Vendor Information
28:28
Working With Lists, Part 2

46m 1s

Intro
0:00
Working with the Employee Center
0:24
Add new employee
2:01
Add contact information
4:02
Additional employee information
5:31
Employment information
6:26
Adding Custom Fields for Customers, Vendors, Employee List
7:28
How Many Lists You Can Add And For Who
8:46
How to Add Customer List
9:35
Define Fields
10:37
Adding Custom Fields for Items
13:26
Open Item List and Edit
14:15
Define Fields/ Setup Custom Fields For Items
15:54
Managing Lists
17:01
Ways to Sort Lists
17:14
Add Items to Chart of Accounts
17:32
Add Owner's Equity, Draw, and Contribution under Equity Account
17:59
Sorting Lists Manually
19:31
Making Sub Accounts
20:35
Sorting Lists
23:26
Sorting Lists in Ascending or Descending Order
23:54
Sort by Name, Balance, etc., Ascending or Descending
24:26
Merging List Items
26:08
Merging Vendor Example
26:53
Renaming List Items
28:55
Renaming Item Example: Checking Account
29:13
Deleting List Items
29:56
Deleting Customer Example
31:19
Viewing Inactive and Active Customers
32:32
Printing a List
33:26
Printing Customer List
33:58
Printing for Just One Customer
34:40
Print Particular Info for One Customer
35:08
Adding or Editing Multiple Items at One Time
37:04
Example: Changing a Zip code
37:39
Working with the Lead Center
41:43
Finding the Lead Center
42:09
Add New Leads
43:05
Add Multiple Contacts to Lead Center
44:34
Convert a Lead to a Customer
45:16
III. Accounts
Working With Bank Accounts

29m 11s

Intro
0:00
Writing a QuickBooks Check
0:30
Amount field
3:59
Other fields
5:27
Print check
7:00
Using Bank Account Register
7:40
Entering a Handwritten Check
9:45
Transferring Money Between Accounts
16:33
Funds Transfer Option
17:24
Transfer with Check Register
19:18
Marking Cleared Transactions
20:57
Bank Statement
23:31
Reconciliation Summary
26:11
Viewing Cleared Checks in the Register
27:05
Searching for Specific Check Amount
27:40
Using Other Accounts in QuickBooks

13m 25s

Intro
0:00
Other Account Types in QuickBooks
0:36
Tracking Credit Card Transactions - Entering Credit Card Charges
0:58
Reconciling Credit Card Statement
3:52
Reconcile Credit Card
5:00
Marking Cleared Transactions
5:57
Paying a Credit Card Bill
8:11
Entering Bills
8:34
Writing a Check
10:15
Using Other Accounts: Assets & Liabilities

30m 16s

Intro
0:00
Working with Asset Accounts: Setting up an Asset Account
1:24
Add New Account
2:30
Enter Opening Balance
4:34
Setup Asset Account to Track Depreciation
7:33
Add Subaccounts: Cost & Depreciation
10:32
Enter in Depreciation of Transactions
13:01
Working with Liability Accounts: Tracking a Loan / Long Term Liability
15:39
Add Long Term Liability / Loan Account
17:09
Tracking Fixed Assets
20:29
Add New Asset
21:36
Recording a Payment on a Loan
24:23
Understanding Equity Accounts
27:03
Add New Equity Account
29:20
IV. Sales Information
Entering Sales Information, Part 1

24m 23s

Intro
0:00
Using Sales Forms - Various Types of Sales Forms
0:07
Invoice Overview
0:56
Sales Receipt Overview
3:09
Generate Statement
4:38
Choosing a Template for Sales Forms
6:00
Filling in Customer Information
7:54
Create an Invoice
8:04
Invoice in Accounts Receivable Ledger
10:28
Repeating a Sale - Memorized Transactions
11:36
Memorize Invoice
12:52
Memorized Transaction List
14:01
Batch Invoices
14:55
Create Batch Invoice
15:21
Entering a New Service Item
20:13
Add new service
21:25
Entering Sales Information, Part 2

12m 33s

Intro
0:00
Using Multiple Price Levels - Create New Price Level
0:07
Create Price Level List
1:49
Associating Price Level with Customers
4:27
Edit Customer
5:53
Using Price Levels on Sales Forms
7:09
Choose Rate
8:56
Assigning Price Levels To Individual Line Items
10:38
Entering Sales Information, Part 3

22m 33s

Intro
0:00
Managing Overdue Customer Payments - Using the Collections Center
0:21
Collections Center
0:39
Create Invoice Letters
2:00
Prepare an Invoice Letter
3:09
Generating Reminder Statements
7:32
Assess Finance Charges
9:14
Preview Statement
9:42
Processing Sales Orders - Invoices Against Sales Orders
10:28
Open Sales Orders by Item
12:04
Create an Invoice
13:24
Tracking Back Orders
14:36
Create Invoice from Sales Order
16:37
Receiving Items
18:21
Check Item List / Inventory
19:22
Create Sales Order
19:58
V. Payments & Deposits
Receiving Payments & Making Deposits, Part 1

12m 40s

Intro
0:00
Recording Customer Payments - Record a Payment in Full for a Single Job
0:20
Receive Payments
0:40
Undeposited Funds Account
2:25
Entering a Partial Payment
3:42
Assign Payment
6:36
Applying One Payment to Multiple Jobs
8:10
Entering Overpayments
9:44
Leave or Refund Amount
10:51
Issue a Refund
11:28
Receiving Payments & Making Deposits, Part 2

15m 8s

Intro
0:00
Handling Down Payments or Pre-payments
0:07
Apply Credits
4:30
Making Deposits - Selecting Payments to Deposit
5:58
Payments to Deposit
6:26
Make Deposit
8:02
How QuickBooks Handles the Deposit
10:16
Entering & Paying Bills

22m 1s

Intro
0:00
Handling Bills in QuickBooks
0:23
Using QuickBooks for Accounts Payable
2:24
How to Bring up the Accounts Payable Register
3:04
Entering Bills
4:03
Enter New Bill
4:30
Add Vendor to List
6:29
See the Balance
8:48
Paying Bills
11:17
Turning on Reminder List
11:49
How to Pay a Bill
13:34
How to Print the Checks
16:21
How QuickBooks Records Your Bill Payment
17:08
How to See Your Checking Account / Bill Payment Check
18:38
VI. Analyzing Financial Data
Analyzing Financial Data, Part 1

11m 42s

Intro
0:00
Understanding Your Business Using Reports
0:11
When to Use a Quick Report
2:41
Creating Quick Reports
3:05
How to Look at Details for Quick Reports
4:05
Zoom In on a Quick Report
5:19
What You See When You Zoom In On An Item
6:06
Customizing Quick Reports
6:53
How to Customize A Report
7:28
How to Add Transaction Number to QuickReport
7:57
How to Move Columns Around
8:14
How to Change Header
9:42
Analyzing Financial Data: Create & Customize Preset Reports

29m 26s

Intro
0:00
Creating and Customizing Preset Reports
0:35
Company & Financial
0:54
Customers & Receivables
1:04
Sales
1:53
Jobs, Time & Mileage
1:55
Vendors & Payables
2:35
Purchases
2:45
Inventory
3:06
Employees & Payroll
3:22
Banking, Accountant & Taxes, Budgets & Forecasts
3:43
Lists
3:49
Industry Specifics
3:54
Using the Report Center
4:37
Categories of Standard Reports Available
5:15
Creating a Balance Sheet Comparison Report
7:29
Filtering Reports
9:50
Customize Report
10:20
Saving Reports in PDF Format
13:58
Creating and Customizing a Sales Report
15:24
How to Change the Date to a Custom Date
16:30
Using Quickzoom in a Preset Report
17:49
What is Quickzoom?
17:55
How to Zoom
18:19
Widening and Narrowing Reports
19:59
Saving Report Settings and Creating Memorized Report Groups
20:50
What are Memorized Reports and What Are They Used For
21:04
Memorized Reports List
21:43
How to Create A New Memorized Report
22:19
Memorizing Preset Reports
22:48
Saving Report
24:14
Adding Reports to Memorized Report Groups
24:42
Adding Reports
26:49
How to Display Reports
28:50
Analyzing Financial Data: Printing, Exporting, and Quickinsight Graphs

30m 12s

Intro
0:00
Printing Reports
0:17
Preview Before Printing
2:34
Processing Reports in Groups
3:38
How to Run Reports in Groups
4:51
How to Display All Reports in a Group
6:09
Exporting Reports to Microsoft Excel
7:15
Purpose of Why People Export To Excel
7:48
Sending the Report to Excel
9:13
Formatting Options
12:08
Changing Filters
14:30
Choosing and Changing Different Filters
16:30
Creating Quickinsight Graphs
17:51
Creating an Income and Expense Graph
18:41
How to Create the Graph
19:46
How to Read the Pie Chart
20:05
Customizing Graph Data
24:16
Choosing by Customer Instead of Account
24:50
Using Quickzoom with Graphs
25:10
How to Zoom on a Particular Customer
26:15
Customizing How Graphs Display
28:31
How to Change Graph Into 2D
29:03
VII. Inventory
Setting Up Inventory

23m 51s

Intro
0:00
Turn On Inventory Feature
0:43
Enter Products Into Inventory
1:44
Entering Product Through Vendor Menu
2:07
Add New Item
2:43
Reordering Item and Reminders
6:00
Ordering Products/ Creating P.O's
7:02
How to Create Purchase Orders
8:05
Look Up Outstanding Orders
10:46
Getting a Report of Purchase Orders
11:34
Choose and Open Quick Reports
12:48
Receiving Inventory
13:47
Receiving Inventory Without an Invoice
14:13
Reviewing the Inventory List
15:38
Entering a Bill for Inventory
15:59
Entering Bill for Received Items
16:45
Manually Adjusting Inventory
18:31
How to Get to the Adjust Quantity On Hand Page
19:16
Add New Account
20:23
Check and Review Inventory List
22:59
Inventory: Tracking Finished Goods

22m 10s

Intro
0:00
Use Group Items or Create Inventory Assets?
1:57
Tracking Items Through Group Items
3:02
Using Inventory Assembly
3:42
What is a Bill Point?
4:58
Setting a Default Markup
6:16
Adding a Basic Mark Up
6:31
Add a Labor Item to Use in Assemblies
7:26
How to Add New Labor Item in Assembly
7:53
Creating Inventory Assembly Items
9:54
Adding New Assembly Item to Inventory
10:40
Adding in Assembly Labor
14:22
Editing the List
14:53
Building Finished Goods
16:05
Changing Sales Price
16:48
How to Build Assemblies
17:51
Understanding the Effects of Building Items
19:24
Run Report to Generate Item List
20:24
Inventory: Units of Measure

13m 14s

Intro
0:00
Setup Single Unit of Measure
2:12
How to Edit Unit of Measure on an Item
3:18
Setup Multiple Units of Measure
5:32
Setting up Preferences to Multiple Units of Measure Per Item
6:13
How to Edit Multiple Units of Measure on an Item
6:49
Assign Units of Measure to Items
8:44
Edit Items to Assign UN Set
9:01
Assign Measure Sets
9:42
Open Purchase Order and Select Unit of Measure
10:41
Use Units of Measure on Sales Forms
12:47
VIII. Tax
Tracking and Paying Sales Tax

21m 41s

Intro
0:00
Setup Tax Rates & Agencies
0:44
Setting Up Sales Tax Code List
0:55
How to Set up Tax Rate for Example City
3:26
Add New Item to Item List
3:46
Checking and Editing Item Through Vendor Center
7:20
Grouping Single Taxes
7:50
Why Taxes are Grouped
8:05
Creating New Sales Tax Group
8:59
Choose Tax Item to Add Into Group
9:51
Indicate Who and What Gets Taxed
10:45
Add New Customer To Assign Tax To
11:06
Invoicing Customer
13:03
Apply Tax to Sales
14:30
Editing Item and Choosing Tax Rate
14:53
Create a Sales Tax Liability Report
15:26
File Sales Tax Return/ Creating Liability Report
15:40
Use the Sales Tax Register
18:14
How to Read the Sales Tax Payable
18:35
Paying Your Tax Agencies
19:34
How to Pay Sales Tax
19:52
Choosing Which Items to Pay For
20:21
Print Checks
21:06
IX. Payroll & Invoice
Payroll Basics

17m 56s

Intro
0:00
Setup Payroll Items
0:54
Add to Subscription
1:07
Add Employee
2:26
Creating and Adding Personal Information
3:41
Adding Payroll/Compensation Information
4:43
Setup Taxes
6:27
Make a Payroll
8:36
Start a Scheduled Payroll
9:49
How to Edit Each Employee's Payroll Summary
10:30
Custom Items on Payroll
12:12
Print Payroll Checks
14:36
Print Later
14:39
Pay Payroll Liabilities
14:49
Forward Taxes to Authorities
15:06
Generate/Sending Check
15:46
IX. Payroll, & Invoice
Estimating & Progress Invoicing

14m 29s

Intro
0:00
Turning On Estimates and Progress Invoicing
0:21
Create a Job
1:30
Adding new job
2:22
Create an Estimate
5:14
Printing Estimate
7:56
Create Progress Billing
8:22
Invoice Estimate
8:32
Run Report: Job Progress Invoice vs. Estimate
10:46
Update Progress on Job Status
12:25
Edit Job Status
12:34
Make an Estimate Inactive
13:20
X. Time Tracking
Time Tracking

17m 16s

Intro
0:00
Turn on Time Tracking
0:23
Entering Time Data
1:27
How to Enter Time for Labor Per Job
2:45
How to Start Time Ticker While On Job
4:22
Recording Employee Time on a Weekly Timesheet
5:40
Use Weekly Timesheet
6:17
Enter Reimbursement Costs
7:59
Write the Check
8:38
Invoice a Customer for Time and Costs
10:19
Create an Invoice
10:33
Invoice for Time for Labor
11:54
Reports: Time by Job Reports
13:13
Paying Non Employees for Time Worked
14:27
Using Time Sheet & Jobs
16:37
XI. Customizing Forms & Writing QuickBooks Letters
Customizing Forms and Writing QuickBooks Letters

13m 43s

Intro
0:00
Customizing Invoices
0:10
Create Invoice
0:34
Customize Invoice
1:10
Downloading New Layouts
2:50
Create New Design
3:10
Designing Custom Layouts for Forms
5:11
Layout Designer
7:08
Using QuickBooks Letters
9:56
Create an Invoice Letter
10:22
Collection Center
11:49
Email From Collection Center
12:31
Loading...
This is a quick preview of the lesson. For full access, please Log In or Sign up.
For more information, please see full course syllabus of QuickBooks
  • Discussion

  • Download Lecture Slides

  • Table of Contents

  • Transcription

  • Related Books

Start Learning Now

Our free lessons will get you started (Adobe Flash® required).
Get immediate access to our entire library.

Sign up for Educator.com

Membership Overview

  • Unlimited access to our entire library of courses.
  • Search and jump to exactly what you want to learn.
  • *Ask questions and get answers from the community and our teachers!
  • Practice questions with step-by-step solutions.
  • Download lesson files for programming and software training practice.
  • Track your course viewing progress.
  • Download lecture slides for taking notes.
  • Learn at your own pace... anytime, anywhere!

Customizing Forms and Writing QuickBooks Letters

Lecture Slides are screen-captured images of important points in the lecture. Students can download and print out these lecture slide images to do practice problems as well as take notes while watching the lecture.

  • Intro 0:00
  • Customizing Invoices 0:10
    • Create Invoice
    • Customize Invoice
    • Downloading New Layouts
    • Create New Design
  • Designing Custom Layouts for Forms 5:11
    • Layout Designer
  • Using QuickBooks Letters 9:56
    • Create an Invoice Letter
    • Collection Center
    • Email From Collection Center

Transcription: Customizing Forms and Writing QuickBooks Letters

Welcome back to Educator.com.0000

This is QuickBooks lesson: customizing forms and writing QuickBooks letters.0003

Now, in QuickBooks, we have a variety of reasons to write letters and create different invoices.0007

Luckily, QuickBooks allows us to customize our invoices and customize our forms to work better with our business and, of course, adding our logo to it.0015

So, in order to customize, now, we are going to go ahead and open up our invoice window.0025

And what I will have you do is go to your Icon bar and click on Invoice, or you can go to your Customer Center.0030

Once you are in your Customer Center, we can go ahead and create a new invoice. OK, I am not going to have a person in there just yet.0038

So, when we have our new invoice up, we will notice up in the very top, we will have our Icon bar in our Create Invoice window.0049

It says Previous and Next and Save and Print and Save and Send and Create and Ship blah, blah, blah.0058

But, until we get over to this little icon that says Custom, and it has a little ruler and a pencil there, and we can actually customize our invoices.0063

We can actually create and customize a new design or a layout or manage the existing templates that we have.0076

First off, we want to see how we can actually customize or design our invoices, so with this particular invoice, let's customize that.0082

I have a couple options there. We can say Manage templates, so under Customize, I am going to say Manage templates.0093

And those will show us the templates that QuickBooks has already created for us.0099

There is a Progress Invoice, Finance Charge, Packing Slips etc. Progress Invoice is there, too.0103

This is a Rockcastle form. This particular entity has a standard invoice, and we will use the standard invoice here.0111

And we will see the display of it on the right side.0119

When we hit OK, it will bring us into some options of this invoice and how we can customize that and do different things.0126

We can actually pull in our logo if we wanted to, and in order to do that, it gives us the option of logo on fonts, and we can use the logo.0133

And we can select logos from our image category that we might have downloaded, and then, we can pull that in there.0141

So, this is how we, kind of, get around to it, and this is what we can do to customize our invoices.0153

The next section that we want to do is how to use these forms and look at some new forms, too, so that is our managing those.0159

But, if we want to download some additional designs and invoices, we can do that by using the Customize button and say Customize design layout.0167

Now, here, we can customize data layout, and that is customizing the data layout on our form, and we can add or remove columns etc.0179

Or we can create a new one, so we can do a new design by saying Create new design.0188

And it is going to go online and look at some Intuit forms that are available for you to download.0192

And it has some colored forms and things that you might find appealing to you.0198

So, here, under this section, here are some different invoices. This is a blue circles invoice.0202

You might have seen people using this. As a customer, you might have received invoices with this type of form, or you can do a blank one.0208

You can look at a blue screen here, and see what that looks like, and so the blue screen looks nice and appealing.0219

You can look up a variety of templates that they have available through online.0231

Here is a clover one. There is a bakery, hays and etc.0238

So, there are lots of different available things that you can actually download and get for free from Intuit.0244

So, once you like it, you can go ahead and download it down for yourself.0251

I am going to get out of that area, but that gives you an idea what you can use.0257

Going back to the design and layout area, we can actually customize the layout, and that goes directly to the invoice that we are in.0260

And this is where we can customize our invoice.0268

There are a couple of ways of getting to this section, and I will show you. You can either go to through the custom bars, the custom design and layout.0272

And by choosing Customize data layout, it brings you right to this.0282

Or if you go into your Manage templates, and you say, OK, by choosing which template you want to use, you say OK.0287

It will bring you to that same area by saying the Additional Customization.0297

And it will pull it right here, as well, so now, you have the same section that we were just in.0304

And this uses some options where you can say "Well, I can change the title", and send the same invoice here.0310

I can say Pay me now bill. I can change and say Pay me now, and it will change that.0315

Say OK, Great. Now, it says Pay me now.0325

Cool. How does that look?0327

I can do whatever I want here. I can say "Well, I do not want to print it" or "I do not want it on my screen", whichever.0329

And that gives you an idea of what you can do with that.0337

Under the other tab, it has columns. This is where you could change the order of where things appear on your invoice.0341

Say "Well, I do not want the item first", or this is on the screen, but maybe I want to print it, so it is going to add item.0350

Or maybe I do not want the description here. Maybe I do not want the description in no. 5, and how is that going to look?0357

You could change things to whichever order you want them in.0366

So, this one has item description quantity, units of measurement, rates and etc.0372

So, you can do as many things you look and add to it, or you do not want it to print, and you can change it to which columns are going to appear out.0378

You really customize existing templates that are there and various other things.0388

You can go to the footer. You can go the progress columns.0396

Here, you have estimate and your progress going here, and here is the progress going on your estimates, which have been used in this template.0400

Or you can go to the footer, and you can change things at the footer, and you could do all sorts of customization.0408

The one that I prefer using is the Layout designer, and this is where we actually can learn how to adjust the width of the columns,0415

Or I do not want all these bars here printing out. I do not want that.0423

So, I can just go to the Layout designer from the Additional Customization and click on Layout designer.0427

And under the Layout designer, I have the ability now to change the fonts, the size. I can remove borders if I want.0433

I can do any of that, so by clicking around at the various sections, I can remove these borders.0447

I can say "Well, gee, I do not want these borders here". So, I can get rid of them.0454

I can move them if I want. I can do whatever I want.0461

So, in order to get rid of, say, a border, I do not want a border around the date in the invoice must it say.0464

So, I can highlight that, and when I highlight it, I can look at the Properties, or if I double-click on it, it will open up Properties.0470

And I can go straight to the border and say "I do not want a border". Uncheck that.0482

Click OK, and the border is gone, and I would have to do that individually to each one of these.0488

But, after a little bit of time and effort, I can get rid of all of those borders.0494

If I wanted to change the font on something here, and say "I want a different font", if I double-click on it or highlight it and say Properties,0499

I can go to the Font, and say "You know what, I want it to be a different font", so I will click on Font. It will pull up my fonts.0509

After a wee bit of time, and I can say "Well, I want a different font here. I want something crazy, do something fun here, and I am going to do this".0518

And I will change the color, if I want. I will change the color and say I want it to be blue.0532

And I change that often, and oh, pay me now. It is not nearly large enough, so I will make it a little bigger here.0538

So, now, pay me now is much larger, OK?0547

I can change the word. I can make it center on this section: Pay me now.0553

So, we can customize. The Layout design is one of my favorite features of your invoices, and it is one of the greatest features that QuickBooks has.0560

It is being able to customize your invoices and your forms in this manner by using the layout design, OK?0572

So, I am going to click OK on that. Now, I have Pay me now.0580

It is no longer an invoice. How fun is that?0582

I do not think people are going to want to pay me if I do it that way.0586

So, now that we have learned how to do all of our forms and the Layout designer and customize those invoices,0588

there is a time when we need to actually start using letters and designing letters for our customers.0595

And so, there is a variety of ways that we can do that, and one of the greatest ways is doing collections letters.0603

So, if we look at it, we can see under a particular customer, if we want to create a letter for them,0608

we pull up that invoice or create a new invoice, whichever.0618

We can actually create a letter on that, so in the invoice that we are looking at, we can say "Well, I want to create a letter here".0626

And under the icon bar, when we say Create, we can choose Letters. We can prepare an invoice letter or customize an invoice letter.0636

So, I am going to say Prepare an invoice letter, and here it is. It says Cover letter, Invoice with details, or we can create or enter a template.0645

So, I am going to say it is an invoice letter that I am going to send to them.0654

And it is when I follow the sample here, it is just going to give me a Next, and I can fill in the name, who I want it to be addressed to.0659

And it is going to create the letter using Word, and QuickBooks Intuit integrates their Microsoft products using Excel and Word.0668

And this would be using Word at this point in time. It will open up Word, and here is the letter.0678

It says "Hey, this table summarizes your current invoice activity and boom, boom, boom". Here it is, and it is going to give us a little invoice.0682

It gives us the job, what I pulled up. Here it is, and it says Thanks for choosing us boo, boo, boo, boom.0690

So, that is, kind of, an invoice letter that we can use. We can also do collection letters, and I will show you that in just a second.0697

But, like that, we can print it, and it is done, so that is Create an invoice letter.0702

If we want to start going to collection mode, then, we will want to use the Collection center.0708

Now, using the Collection center under the Customer center, we will see on the icon bar0714

there in the Collection center from our right, a little explanation points this Collection center.0721

We click on that. It pulls up an entirely new section.0725

It says "Hey, we have got some people with overdue invoices", and we can actually select and send an e-mail to them.0729

We can create notes. We can look at the notes and write things we want to do and add notes to what is going on here.0737

We can look at the balance that this person owes us. It is the collection deal.0744

If we say Select and send an e-mail, I can select that and say I want to send this invoice number.0751

It is going to say "Hey, here is the e-mail".0756

It is going to include the item in question that is overdue, and we can customize the body of this text in the far right section.0758

And say "Hey, we would like to bring to your attention the attached invoice", and it is, kind of, a collection section. It is really easy.0768

Now, with today's day and age, e-mail is a common factor, and it is easier to get to people via e-mail than it is snail mail.0774

So, we can do that, send it to the customer and say "Hey, please respond to this overdue balance", and get this taken care of when we can send it.0783

I am not going to send it, I am just going to say Back, and that is the Collection center.0790

Again, it will pull in all of our overdue invoices here. We are good, so that is our Collection center.0794

Now that we have known how to customize forms and writing QuickBooks letters and adding letters and doing the Collection center,0807

that completes our QuickBooks lesson for customizing forms.0814

Thanks again for using and visiting us here at Educator.com. We will see you next time.0818

Educator®

Please sign in for full access to this lesson.

Sign-InORCreate Account

Enter your Sign-on user name and password.

Forgot password?

Start Learning Now

Our free lessons will get you started (Adobe Flash® required).
Get immediate access to our entire library.

Sign up for Educator.com

Membership Overview

  • Unlimited access to our entire library of courses.
  • Search and jump to exactly what you want to learn.
  • *Ask questions and get answers from the community and our teachers!
  • Practice questions with step-by-step solutions.
  • Download lesson files for programming and software training practice.
  • Track your course viewing progress.
  • Download lecture slides for taking notes.

Use this form or mail us to .

For support articles click here.