Basic Invoice Customizations in QuickBooks 2014 - dummies

Basic Invoice Customizations in QuickBooks 2014

By Stephen L. Nelson

The Additional Customization dialog box in QuickBooks, provides a Basic Customization button. If you click this button, QuickBooks displays the Basic Customization dialog box, which provides several easy-to-make customization choices.


To identify which invoice form template you want to customize, click the Manage Templates button; then, when QuickBooks displays the Manage Templates dialog box, choose the invoice template you want to customize. QuickBooks initially supplies a custom invoice template and a finance charge template that you can customize.


Alternatively, you can select one of these existing templates and click Copy to create and then customize it. When you click OK, QuickBooks closes the Manage Templates dialog box and returns you to the Basic Customization dialog box.

Logo, please

To add a logo to your invoices, select the Use Logo check box. Then, when QuickBooks displays the Select Image dialog box (not shown), use it to select the graphic-image file that shows your logo. The Select Image dialog box works like a standard Windows open-file dialog box.

Color you beautiful

To add color to your invoices — say you have a color printer, and you don’t care if you spend a small fortune on colored ink — select the color scheme you want to use from the Select Color Scheme drop-down list. Then click the Apply Color Scheme button.

Fiddle with invoice fonts

You can choose the font that QuickBooks uses for the bits of text that go into an invoice. Just select the bit of text you want in the Change Font For list box and then click the Change Font button. QuickBooks displays the Example dialog box.

Use its Font, Font Style, and Size boxes to specify what the selected bit of text should look like. The Example dialog box includes a Sample box that shows how your font changes look. When you complete your specification of the font, click OK.


Specify Company & Transaction information

The Company & Transaction Information options let you indicate what information should appear on the form template. You select the check box that corresponds to the bit of information. If you want the company name to appear on the invoice form, for example — which means that you aren’t using letterhead or preprinted invoice forms — select the Company Name check box.

If you need to change some bit of company information, click the Update Information button. QuickBooks displays the Company Information dialog box (not shown), which you can use to edit or update your company name, address, telephone number, and so on.