Templates / Service Month

Thanks for visiting the Community today, BookLady1.

In QuickBooks, you can edit the template for the memorized transaction and add a box for the month. This is to show what month the invoice is for.

Please note you’ll have to manually enter the month in the box since the automation feature is unavailable. Let me help you achieve this customization.

Here’s how:

1. Click the Lists menu at the top to choose Memorized Transaction List.
2. From the list, double-click the invoice you’re working on to view more details.
3. On the Invoice page, tap the Formatting tab and select Customize Data Layout.
4. Navigate to the Header tab and tick the box for Other (Screen and Print).
5. Then, type a name for the field.
6. Click OK to apply the changes.
7. In the Main tab, hit the Memorize icon and press the Replace button to update the entry.
8. Select Save & Close or Save & Next.

Let me share these resources for additional reference. You’ll see the complete steps on how to personalize the layout for your sales forms, purchase orders, and instructions to modify memorized entries.

• Create, edit, or delete memorized transactions
• Use and customize form templates

Stay in touch if you need help with any of these steps. I’ll be glad to assist further. Enjoy the rest of the day.