Category Archives: QuickBooks

How to duplicate a template in QuickBooks?

Software: QuickBooks Desktop accounting software

A template is a preset document; a document with your company logo, fields and align according to your business requirement. You can customise template such as invoice, credit note, sales order, etc. from the template wizard under the Lists menu of the QuickBooks accounting system. Besides adding new, duplicate from the existing template is another option to quickly creating a set of templates for your business.

QuickBooks Duplicate Template

Highlight the template, click the template button at the bottom of the template list window and select duplicate to create a duplicate copy. Then, open the duplicated copy and rename or amend the fields accordingly. That’s it, done!

QuickBooks Template Type

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QuickBooks Email Template

Software: QuickBooks Desktop Accounting Software

You can email documents in PDF such as Invoice, Purchase Order, Statement, etc. directly from QuickBooks Desktop accounting software via the email client such as Microsoft Outlook with a neatly constructed email message, the email template.

The email templates are under the Send Forms preferences (under Edit menu > Preferences > Send Forms > Company Preferences tab) which the user can modify or add a new to the collection. From the Email Template preference, select the template category such as Invoice, Statement, Purchase Order, etc. and amend or add accordingly.

QuickBooks Email Template

Set up the email message (like a word processor) and insert the relevant fields, and you are ready to go. Simple.

QuickBooks Email Message

With years of experience in small business accounting, QuickBooks has simplified the accounting workflow, and it’s one of the user-friendlier software available. Sign up a demo to find out more about QuickBooks today!

QuickBooks Customer Account Number

Software: QuickBooks Desktop accounting software

You can search for a customer by the account number from the Customer List but not when recording a sales invoice. Hence, the customer account number may not be as useful as the customer name in QuickBooks.

QuickBooks Customer Profile

QuickBooks search and display the Customer Name instead of the company name when creating invoices; therefore use the company name for the customer name field may be more logical for B2B businesses.

QuickBooks Sales Invoice

Let’s say you assigned account number AC123 for customer ABC Pte Ltd. To record this in QuickBooks, you may enter the Customer Name as ABC, the Company Name as ABC Pte Ltd, and AC123 into the account number field. The system picks up ABC Pte Ltd if you enter ABC in the ‘Customer:Job’ field when preparing an invoice.

QuickBooks Customer Account Number

QuickBooks Customer Name and Company Name.png

You may use Student ID, which is unique, as the Customer name if you are using QuickBooks for school. Mobile phone number is also unique, which you can use it as a Customer Name if you are operating a car repair shop. Alternatively, you can join both code and name in the customer name field such as ID-CompanyName (example: 63360300 – Solarsys Microsystem Pte Ltd).

QuickBooks Accounts Receivable Ageing Summary Report only shows Customer Name. It’s good to record a few transactions and test the results before deciding on what to use for the Customer Name field.

QuickBooks is simple, easy for small businesses to manage their business finance. Book a demo today to find out how you can use QuickBooks for your business.