QuickBooks 2011 lets you choose the invoice form that best matches your business. To choose an invoice form in QuickBooks, choose Customers→Create Invoices. When QuickBooks displays the Create Invoices window, use the Template drop-down list, which appears in the top-right portion of the window, to choose the invoice form that you want.
Create a QuickBooks Online Account. In the next screen, you will enter basic contact information like email address, name and mobile number and password to get your QuickBooks Online account set up. As mentioned previously, if you have an existing QBO account, it has to be less than 60 days old in order for you to convert your data. I just updated to 2017 from my old quickbooks 2009 easystart. I've been trying to change my company's address on Quickbooks desktop pro 2017 version. On the invoices it doesn't include my full address. I've been seeing some things on here to look for a 'gear' icon to change my settings. But I can't seem to find it.
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Although you can choose a predefined invoice form template for your invoices, QuickBooks gives you more flexibility than that. You can also create custom invoice form templates to design an invoice that looks just the way you want.
Choosing a template to customize
To choose a template to customize, click the Customize button in the Create Invoices window. You then have two choices:
- You can click the Create New Design button to go to a Web site that steps you through a full-fledged graphic design session for the invoice form.
- You can click the Customize Data Layout button to access dialog boxes that let you make minor changes to the invoice form.
If you click the Customize Data Layout button, QuickBooks first asks whether it can make a copy of the already displayed invoice in the Create Invoices window template (you need to agree to this). If you click OK, QuickBooks displays the Additional Customization dialog box. Click the Basic Customization button.
You may need to maximize the Create Invoices window in order to see the Basic Customize button.
To identify which invoice form template you want to customize, click the Manage Templates button and then, when QuickBooks displays the Manage Templates dialog box, choose the invoice template you want to customize.
Easy invoice customizations
The Basic Customization dialog box provides you with several easy invoice customization choices. As you make these customizations, the Preview box on the right half of the Basic Customization dialog box shows your changes.
Logo, please
To add a logo to your invoices, select the Use Logo check box. QuickBooks displays the Select Image dialog box; use it to select the graphic image file that shows your logo.
Color you beautiful
To add color to your invoices, select the color scheme you want to use from the Select Color Scheme drop-down list and then click Apply Color Scheme.
Fiddling with invoice fonts
You can choose the font that QuickBooks uses for the bits of text that go on an invoice. Just select the bit of text you want from the Change Font For list box and 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.
Specifying Company & Transaction Information
The Company & Transaction Information options let you indicate what information should appear on the form template.
If you need to change some bit of company information, click the Update Information button. QuickBooks displays the Company Information dialog box, which you can use to edit or update your company name, address, telephone number, and so on.
Additional Customization options
If you can’t create invoices that look exactly the way you want using the options available on the Basic Customization window, your next step is to click the Additional Customization button. This dialog box gives you more control over both the information that appears on your invoices and how invoices print.
You can return all the customized invoice settings to their default condition by clicking the Default button. When you do this, however, you remove any changes or customizations that you’ve made.
One of the big commercial accounting software programs for your online business, Intuit, has released a “simple” version of its popular QuickBooks software. The package is called Intuit QuickBooks Simple Start. The program works through your web browser, so it’s compatible with any operating system that has an Internet browser, whether it’s PC-, Mac-, or Linux-based. It’s free for 30 days, and currently, costs $12.95 per month after that.
The following steps illustrate how easy it is to start keeping books with Simple Start:
1Point your web browser to Quickbooks.intuit.com and click the Try It Free button.
A page appears that prompts you to register with an e-mail address and password.
2Type your e-mail address and password and then click Go.
Follow the steps presented on the next three screens to complete your registration (which is free):
3If you want to download existing information, such as your credit card records, into QuickBooks Online, click either the Import or Connect button and follow the prompts.
(If you don’t want to download your existing data, click the X in the upper-right corner to close the window.)
The QuickBooks Online Simple Start home page opens and explains the different options.
Simple Start comes with extensive Help files to get you accustomed to its features. Click Help or How Do I? near the right side of the home page to get a jump start on using the program. Or click Getting Started to find out more about how to keep records.
4Click Getting Around to get a visual map of how this online service can help you keep financial records.
5Click the Company tab, next to the Home tab, to view the expense and income accounts for your company.
You can click the buttons at the bottom of the Company tab (New, Edit, Delete, and so on) to change the list of the accounts.
6Click any of the rows and then click the Edit button at the bottom of the Company page to enter income, expenses, or information about your business.
7When you are ready to enter data such as a cash expenditure for supplies, for instance, click the Banking tab and then click Cash Expense.
The Cash Expense window appears.
8Click the down arrow next to Cash Account.
A dialog box appears that prompts you to choose the type of bank account to create.
9For this example, click Cash on Hand and then click Next.
A window appears with the message What do you want to call this account?
10Enter a description of the account and then click Finish.
The window closes and you return to the Cash Expense window.
11Enter the information about your expense and then click Save.
12To record a new customer, click the Customer tab; then either click Import to import customer data from a file or click New Customer.
This example assumes you click New Customer.
The Customer Information dialog box appears.
13Enter the contact information for the customer and click Save.
The customer’s information is added to your business file. You can now choose that customer when performing subsequent tasks.
14To send a customer an invoice, click Invoice on the Customers tab.
The Invoice dialog box appears.
15Click the down arrow next to Customer and choose the name of the customer you just added.
The customer’s name appears in the Customer box at the top of the Invoice dialog box.
16Under New Charges, in Row 1, click in the boxes underneath Product/Service and Description and enter the type of item for which you want to bill your customer.
If you haven’t yet defined the item, a dialog box appears, prompting you to add a description of the work and the amount.
17Fill out the item information as required.
After you define the item and choose the item from the drop-down list, the description and amount are automatically added to the invoice.
18Click Save to save the invoice or Send to send it by email.
A dialog box appears, prompting you to set up your company information for the invoice.
19Enter your company information and click Submit.
You return to the Invoice window so you can create another invoice if needed.
20When you're done, Sign Out to exit the site.
After entering some data, you can click the Reports menu option and choose from among several reports that you can generate and print. You can track customer activity, all expenses, all transactions, or product tax or accountant reports. When running the reports, be sure to select a reporting period within the current calendar year.