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Level 1

Estimates and Invoices for Screenprinting buisiness

Hi

I own a small screenprinting business and have done all my past estimates and invoices using old fashioned paper.

I would like to start converting this process to digital.

however, I can not seem to set up the estimates and invoices correctly.

if it is possible I would need a column for: item type | stock # | color | Sm | Med | Large etc | ink color | and other random things...

Is this something I can customize in quickbooks or not?

It seems like I can only add two more columns to the layout ("other 1", "other 2")

thanks

5 Comments
QuickBooks Team

Estimates and Invoices for Screenprinting buisiness

Hi there, Bobstees. 

 

Thanks for dropping by the Community, I'm happy to shed some light on this for you. You can customize your invoices in a number of way including the columns, headers footers and much more. While the customization doesn't include every detail you're looking for, I'm more thank happy to show you how to get to the customization screen so you can make the changes you require. To do so, follow these steps:

  1. Open your Company file
  2. Under the Customers tab, click Create Invoices
  3. Click the Formatting tab, followed by the Customize Data Layout button.
  4. From there you have options to make changes as you see fit. 

Here, you can find tabs for your columns as well as a layout designer that will let you fully customize your invoices and estimates. 

 

If you want to download and use other customized form templates, you can check out how to do so at the following link:

Thank you for your time and if you have any other questions, please don't hesitate to post here. Thanks again and I hope you have a nice afternoon. 

Level 1

Estimates and Invoices for Screenprinting buisiness

thanks for the reply

I have messed around a little bit with the options you mentioned

but is there no way to add additional columns?

It maxes out at 9 columns correct?

 

also is there a place to view and download/import other users forms?

maybe someone has already created what I am looking for?

 

thanks

QuickBooks Team

Estimates and Invoices for Screenprinting buisiness

Thanks for following up with us, @Bobstees

 

I'm happy to lend a helping hand with adding additional columns to your invoice template. 

 

You can have up to 12 columns to show on your template. Under the Order number section, you can organize what order you want the columns to show (1-12). Be sure to place a check-mark under the Screen and Print sections to add them to the layout. 

 

 

For additional details about customizing templates in QuickBooks Desktop, check out the article provided by colleague above (Use and customize form templates).

 

Please let me know if you have further questions or concerns by hitting the Reply button. I'll be here every step of the way. You can reach out to the Community or me anytime you need assistance. Take care! 

 

 

 

 

 

Level 1

Estimates and Invoices for Screenprinting buisiness

This is what I see

which is why I only thought you could have 9 columns?

 

Untitled-1.jpg

QuickBooks Team

Estimates and Invoices for Screenprinting buisiness

I appreciate the screenshot that you gave, @Bobstees.

 

The columns that are available on the templates may vary on the version of QuickBooks that you're using. If you have the Pro version, then this is the reason you have nine columns on your end.

 

On the other hand, the system only allows you to add two customized columns to the sales template. If you want to have more customized information to be added recommend importing your own template in QBDT.

 

To do that:

  1. Open the company file that you want to import the template into.
  2. From the Lists menu, select Templates.
  3. Press the Templates ▼ drop-down, select Import
  4. Select the template you want to import, then select Open.
  5. Name the imported template. You can keep the original name or change it.
  6. Hit on OK. You should now see the imported template on the template list.

To give you more tips about customizing your sales templates, please see this reference: Learn how to use and customize form templates in QuickBooks Desktop.

 

Please know that our developers are always finding and considering new features to be added in the system to cope with your business need. I'd encourage you to visit our Firm of the Future site to be updated with our product road-maps.

 

I'll be right here to lend a helping and if there's anything else that you need. Have nice day, @Bobstees.

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