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Video instructions and help with filling out and completing Can Form 2220 Invoices

Instructions and Help about Can Form 2220 Invoices

Music. You can customize the forms that you send to your customers in QuickBooks, such as invoices and estimates. To customize a form, you first need to enter that module. For example, to customize an invoice, click "Create Invoices" at the top title bar. It usually defaults to this main tab, but instead, we're going to change to the formatting tab. This will bring up a new menu of options. From here, select "Manage Templates". This will bring up all the templates for the invoice module. Remember, when we could change to a certain template, such as a packing slip, this is where we go to create new ones and modify existing ones. For now, I'm going to create a new one because I want to create a template for Two Trees Olive Oil and one that I can put my logo on. I'll start with the professional invoice as a base and click "Copy" instantly at the top. I can see my copy, and here's where I can come over on the right-hand side and change the template name. So that's the first thing I'm going to do. I'll call it "Two Trees Invoice". I can see how it's going to look on the right-hand side, and to actually get in and edit it, in the select template area on the left-hand side, once we rename the template name, it'll show up in alphabetical order on the left-hand side instantly. Double click it, and that's going to bring us into the basic customization screen. The first thing we can do is add a logo. Place a check next to "Use Logo", and it's going to bring up the browse dialog so that you can go in and browse your file system to select the image that you want to use. In...