" Quickbook 5"

How can you specify which content to include on the sales form?

Form are divided into three sections Header, table and footer.

Does quickbooks online simple start have custom fields?

Not available

What information contains on the header?

Business names and address, shipping information

What is custom field?

allow clients to add unique field to their sales forms and/ or purchase orders

What can you do on the action column?

clients can edit, rename and delete any cutstom form styles.

How many custom fields can be added?

depends on their subscription level

What does table show?

details of the product/service being sold

How to create a custom form style?

> Gear icon > custom form styles > New styles dropdown select invoice

How to add a custom field to forms?

> Gear icon (known as setting) > custom fields > add fields > Enter Name field > checkbox for "All sales forms", select "print on form" then select "save"

what's included on footer?

allows clients to decide wether to display itme such as discounts or deposits

How many custom fields can client add under Quickbook online essentials?

sales forms up to 3, and purchase orders not availaable.

How can you customize how the form appears in emails?

Emails tab allows client to choose how invoices using this template will appear in emails.

How to customize the form design?

> Enter the name, then choose template > to add logo select make logo > change color > change font > review then save

what should you do once you've customized the form style?

> Select preview PDF > select Done

How to access the customizing form?

> setting > custom form styles or custom fields

Which of the following statements about addding a new custom field in quickbooks online plus are correct?

> you can add the same custom field to sales forms and purchase orders > you can add up to 3 custom fields to sales forms and purchases orders.

What is custom form styles?

Allow client to create customized templates for their invoices, estimates, and sales receipts.

What is cusomizing sales forms

Allow clients to create documents and send them to customers.

What's the limit of custom fields on quickbooks online advanced?

12 active customer fields for each transaction type

How do you use a custom template when you're creating a sales form?

> Action column > make deault

How many custom fields can be add on quickbooks plus

Up to 3 on both sales & purchase orders