Step by step guide for customizing an invoice in QuickBooks

QuickBooks is top rated accounting software primarily focusing on the needs of small and medium-sized enterprises. It offers on-premises accounting applications, as well as its cloud-based version, is also available in the market. It is famous for its ease of use, reliability, and affordability.

This software is designed by the experts in the industry, so there are fewer chances of any technical fault or error in it. Still, it is possible that you may encounter any issue with the QuickBooks. If it happens, you can contact the experts at QuickBooks Online Customer Service for resolving your issues.

Being a part of the corporate world, you must be aware of the fact that customized documents, invoices, etc. play a significant role in creating an excellent professional image in the industry. After all, it is the superb reputation that helps any business to survive for long. If you send a customized invoice in a proper format; it will improve your professional image in the eyes of your clients.

For customizing your invoice using these steps:

  1. First of all, open your QuickBooks.

  2. Navigate to ‘Customers’ in the main menu bar and click on it.

  3. Now go to the pull-down menu and search for ‘Create Invoices,’ click on it.

  4. Next step is to click on ‘Print Preview’ button; from here you can take a look as to how your current invoice template appears.

  5. Now go to the ‘Customize’ drop-down menu by clicking on it.

  6. A list of options will be displayed, select ‘Manage Templates’ from the options appearing on the screen.

  7. The list of different templates will appear on the screen; from here you can choose your preferred invoice template.

  8. Select your preferred template by clicking on ‘Ok.’

  9. Now from the options pane, select your customization preferences to give a professional and organized look to your invoice.

  10. To check that whether the invoice has been customized according to your preferences or not, click on ‘Print Preview’ button.

  11. Finally, save the settings.

QuickBooks is famous for its performance and reliability, so you need not worry about the quality of the software. It is less likely that you meet any difficulty with it. In case it happens that you receive any error in your QuickBooks, you can resolve the issue manually, or you can seek assistance from the experts at QuickBooks. If you want to address the issue by yourself, then refer to the QuickBooks Error Code List. Here you will find the tips and suggestions to rectify the particular error listed in the Error Code List of the QuickBooks. You can also refer various informative blogs and articles to tackle the issue.

In case, the above approach does not work for you, or you want to directly opt for the other option (that is taking the help of an expert at QuickBooks); just give a call at QuickBooks Customer Support Number. QuickBooks Customer Care Services is available 24×7, and this service is toll-free. The experts are there to assist you in resolving any issue related to QuickBooks. One the more important thing is that use only authentic Customer Support Number of QuickBooks to save your time and effort. You can avail verified and official Customer Support Number of QuickBooks from any trusted ‘Online Directory.’

 

 



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