I want to be able to make an invoice, save that invoice, then have another form there he can click on to create a new service report (select the invoice number from a drop down, it automatically pull in the customer info from that invoice and then he enter the details of the job). What I am trying to help him do is to be able to use quick books to not only do te invoicing but also the service reports because right now he is using excel to do the service reports. As a mechanic, not only does he have the invoices but he also has “service reports” detailing exactly what the job entailed (including machine make, model, hours, etc ) which are not items that he has on a invoice. My uncle is a heavy equipment mechanic and uses quick books for invoices.
Here’s a dialog box just before the location is chosen: You can save the file to your desktop or to any folder – just remember the location you choose. When your browser prompts you to Open or Save the file, choose Save. Because the thumbnails may make it difficult to see a clear preview of the template, you might want to download several templates, preview them in QuickBooks, and delete those that you don’t like.Ĭlick the Download link for a template. To start, visit Intuit’s Template Gallery and locate a template that most closely matches the look you want to create.
#CUSTOM INVOICES FOR QUICKBOOKS HOW TO#
We’ve come across other descriptions of how to accomplish this task that simply don’t work.
There are variety of approaches to using a new form template in QuickBooks. One of these templates makes a great starting point to create a custom form in QuickBooks. You can find them at Intuit’s Template Gallery for forms. Intuit itself offers a number of pre-designed form templates that you can add to QuickBooks, and they’re all free.
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