Manage your custom templates in Quickbooks Online/ Customise invoices, estimates, and sales receipt in Quickbooks Online
Manage your custom templates in Quickbooks Desktop/ Customise voices, estimates, and sales receipts in Quixckbooks Desktop
checkbox if you want your company logo to appear on your form. If you want to change your logo, select the Select Logo option to select the image you want to use.
Import Invoice,Sales Receit and Estimates in Quickbooks
Export Invoice,Sales Receit and Estimates in Quickbooks
You can use the Custom Summary and Custom Transaction Detail reports to create virtually any report in QuickBooks. These reports use different combinations from the Display and Filters tab in the Modify Report window. Just remember that this may be subject to accounting and programming limitations as well as your permissions in the data file.
Custom summary report
Custom transaction detail report
QuickZoom Reports
QuickZoom refers to the magnifying glass symbol that appears in reports and graphs. When the QuickZoom symbol appears over a number in a report, you can double click it to bring up more detail about that number or item.
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QuickZoom refers to the magnifying glass symbol that appears in reports and graphs. When the QuickZoom symbol appears over a number in a report, you can double click it to bring up more detail about that number or item.
Transaction detail by account
Transaction by account
If the report you need is not readily available, you can also try to create and customize reports for the following:
Customer, job and sales reports
Vendor reports
Item reports
Company and financial reports
Payroll and employee reports
Collapse Columns
QuickBooks Desktop 2020 gives you the ability to collapse report columns related to jobs or classes. This lets you see totals by job or class without a lot of scrolling or exporting your report to Excel.
To collapse a single job or class, click the - at the left of the columns you want to collapse.
To collapse all jobs or classes, select Collapse Columns on the report menu bar.
To see all the detail again, click the + sign or Expand Columns.
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