I can take the one that I’m clicked on and export it if I’d like. Now, a couple of them I want to point out. But, you can make it inactive to hide it from the list. And remember, if you’ve ever used it, you can’t delete it. Here’s a way to edit the one you’ve clicked on. So, we’re going to go to it a different way. However, you’re probably not going to be here when you’re ready to create one. If you just right-click anywhere in this list here’s your New option. There are credit memo templates, statements, estimates. You’ll see there are several different invoice templates. This is a list of all the templates that are in QuickBooks. If you go up to List on your menu you’ll see Templates down near the bottom. Let me show you where all the templates in QuickBooks basically live. That’s what we’re getting ready to talk about. You can do that by either editing one that’s here or creating a brand new template. But, what if, there’s one you don’t really like that much or maybe, you need one tweaked. You can choose whichever template you like on each invoice.
One of the things we talked about was the fact that you had these templates on this dropdown list, here! When we were going through the invoices, in an earlier module. I’m going to use the Create Invoices, as an example here. Let me take a moment and just show you exactly, what we’re talking about when we’re talking about the fact that we want to customize your templates. So that, you can see everything there! To know about customizing forms. Let’s go ahead and talk about customizing your forms. You might not like the templates that are there! Or, you might want to customize some of those. You can use when you’re creating one of those different transactions. Each one of these has a list of different templates. An invoice is an example, a purchase order is an example. If you remember, we talked a little bit way back about the fact that you have multiple types of forms in QuickBooks. Well, we’ve made it all the way down to module ten and we’re going to talk in this module about customizing forms. Microsoft Visio 2010 – 9 Hours Video Training.Power Pivot, Power Query and DAX in Excel.Adobe Photoshop Elements 11 – 12 Hours Video Training Course.
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