How to Use Forms & Lists

In this QuickBooks Online tutorial you’ll learn how to use forms and lists along with: – Quickly understand the layout of a typical transaction and what buttons do or areas mean – Learn common principles and actions on different forms that I can apply to save time in the future – Learn and record the 4 basic things I should capture on every transaction – Add, edit, delete, and merge things on lists…and learn how lists work and save me time Let’s know How to use forms and Lists in QuickBooks

Each business form that is used in QuickBooks has a predefined layout. 

If the layout of a particular form doesn’t meet your needs, you can create, download or import a customized template. This new template must be saved under a different name. Most templates can even be duplicated and used as an entirely different form. The following list identifies the different types of templates available in QuickBooks:

• Invoice
• Credit Memo
• Sales Receipt
• Purchase Order
• Statement
• Estimate
• Sales Order
• Build Assembly

Import or Download Form Templates

Save time! No design skills needed! Access pre-designed form templates from the Internet. Templates are available for different industries, styles, and layouts. You can use the template as is, or customize it even more to add your own personal touches. If you prefer, you can export a template from one QuickBooks company file and import it into another.

To Download a Form Template from the Internet:

• Choose Templates from the Lists menu.
• Choose Download Templates from the Templates button.

To Import a Form Template:

1. Choose Templates from the Lists menu.
2. Choose Import from the Templates button.
3. Find the Exported template.
4. Click Open.

To Customize a Template:

1. Choose Templates from the Lists menu.
2. Choose Edit Template from the Templates button.
3. Make desired changes to the Basic or Additional Customization options.
4. Click the Layout Designer button to move or add fields or images to your form.
5. Click OK when complete.

Use QuickBooks to quickly create forms with the appropriate content and images for your business.
Contact us if you have questions about form templates in QuickBooks.

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