| Ready-made
Templates
for
Invoices
If you use QuickBooks 2003, 2004 or 2005, you can download pre-designed forms from the QuickBooks Form Template Gallery web site.
Here is how to download templates for invoices: |
- From the Customer
Navigator, select Invoices.
- In the Create Invoices window, upper right corner, display the dropdown list under the
Download Template heading.
- Select Download
Templates, from the list. (QuickBooks will ask you for permission to launch a browser to access the
Form Templates. Click ok.
- Find three dropdown menus on the left side of the page.
- Choose Forms from the first menu.
- Select All Industries from the second menu.
- Select Invoice from the third )or any other form you would like). Click
Search.
- Browse through the options and select one that you like. You can see a larger version of the template by clicking the small image within the list.
- Click the Download link to download the template to your computer.
A File Download window appears that asks you if you want to open the file or save it.
- Click the Open button. QuickBooks will open the
Customize Invoice window.
- Give the template a name, customize it if you like and click
ok.
- Return to the Create
Invoices window.
- Select your new template from the dropdown list in the upper right corner of the window.
You can use the same process to customize other forms. The customization will appear on your printed and e-mailed forms! |
Flash
Drives
for
Back
Ups
In lieu of using multiple diskettes, flash drives offer an easy, efficient way to do your daily QuickBooks back ups. We have found that as the use of Flash drives escalates, many clients are not using them correctly. Unplugging without first stopping the drive will ultimately corrupt the data on your drive.
It is important that you do the following to insure that your back ups are not damaged.
- Click on the
icon in the system tray on your desktop.
- Click on “Unplug or Eject the Hardware”. Click “Stop”.
- Select the appropriate device
from the list of drives that will appear.
- Remove device after reading that the device “Can Safely be Removed”.
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