A QuickBooks tip about how to customize invoices without purchasing pre-printed forms.
You use the Create Invoice icon to invoice your customers. The invoices are plain looking, just your company name, no logo, nothing that really makes it stand out and look like a professional invoice. How would you like to customize the invoice without the cost of purchasing invoices? You can by using the customization tool available.
While in the invoice, go to the Customize button at the top and click the down arrow, then click on Manage Templates and you will see this screen:
Highlight the template you want to customize and click okay at the bottom of the page. The next window that opens will look like this:
This window will give you several options on how you want to design your invoice. To add your own company logo put a check mark in the box next to Use logo and then click on Select Logo. You can then upload the image from a file on your computer. To change the color to match your company color click on the Select Color Scheme and pick a color, then click on the Apply Color Scheme button.
You can change the font for any of the text by highlighting any field in the box below “Change Font For” and clicking on Change Font button. Do this for each text you want to change. Under the Company and Transaction information put a check mark in the box next to each piece of information you want to show on your invoice. Click on the Update Information button to update any company information.
Anytime during your customization process you can click on the Print Preview button located in the bottom right corner to see what your invoice looks like. If you don’t like what you have done, you can go back and make changes.
If you find you need to move different fields around, click on the Layout Designer button at the bottom of the window. This is what you will see:
Put your cursor on any field, highlight it and move it to the desired position. You can make the field bigger or smaller. Double click in the middle of the field to open up another window for more customization options for that particular field. It may take several tries to get it to look exactly the way you want.
Once you have your logo on your invoice and you have done some other customization your invoice will look professional.
Intuit QuickBooks payroll changes in the upcoming months includes price increases for Basic, Enhanced and Assisted Payroll and the retirement of Complete Payroll.
Pricing Changes:
| Basic Payroll (effective 9/1/2011) | Enhanced Payroll (effective 9/1/2011) | |||
| 1 to 3 employees | $135.00 | $295.00 | Assisted Payroll | $69.00 per month (1) |
| Assisted Advantage | $135.00 per month (2) | |||
| 4 or more employees | $249.00 (1) | $395.00 | Per-employee fee | $2.00 per payroll (2) |
(1) this price is unchanged from current rates.
(2) The $2.00 per-employee fee is being standardized, but other fees may vary, depending on your service plan.
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Complete Payroll Discontinued on December 21, 2011
Source: Intuit ProLine News Central - dated May 13, 2011
We want to make sure you are aware of significant changes to the Intuit® product lineup well in advance. As of December 31, 2011, we will discontinue our Complete Payroll service.
Why are we discontinuing Complete Payroll?
We are focused on developing the most effective payroll offerings to provide the best possible features and the highest quality service. Complete Payroll is built on an older technology platform that makes it difficult to maintain. As part of our “technology refresh” program, our payroll team has built a new offering that we believe will be a significant improvement: Intuit Full Service Payroll. Click here to find more information about Intuit Full Service Payroll.
What are your customers’ options?
We understand that your customers will need to find a comparable payroll solution, and we are committed to providing them with the best tools available for effectively managing their payroll. Here are the transition options for your clients:
1) Intuit QuickBooks Assisted Payroll and Intuit Full Service Payroll are two options to consider. Both offer many of the features your clients currently enjoy with Intuit Complete Payroll, including processing and filing of tax forms. You can find detailed comparison information on our website.
2) If your customers’ needs do not match an Intuit offering, we will recommend they contact the appropriate competitor.
3) If they choose, customers can stay on Complete Payroll for the remainder of 2011 and we will process all year-end forms for them.
How will Intuit manage the discontinuation?
First, we are giving customers as much advanced notice as possible (at least 6 months). We also have a dedicated team available to work with your clients on this transition. This team is available 6 a.m. – 6 p.m., Pacific Time, at (866) 820-6377.
We will treat all impacted customers as new customers and help them reevaluate their payroll needs. Customers will have a path forward to a new service, even if not with Intuit, and while we will not automatically migrate data for customers, we will help Complete Payroll customers make the move anytime they choose to do so in 2011.
How can you get more information?
You and your customers have access to a website that offers comparison charts, FAQs, payroll service info and contact numbers. Click service discontinuation for more detail.
Our dedicated team is also available to answer additional questions and determine the best payroll options and transition process for your clients. Please call us at (866) 820-6377 to speak with an agent.
We know many of your clients rely on Intuit to help manage their payroll, and we want you to know that we are here to work closely with you and your clients to meet their payroll needs. We continue to be focused on developing the most effective payroll offerings to provide you and your clients with the best possible features and the highest quality service.
Top 10 Tuesday includes our favorite tips and news stories from around the web. This week there are some important articles for you to read and information to be aware of.
Tax News:
- HUFFPOST LOS ANGELES – Taxing Internet Sales – States Seek to Collect
- Tax Lawyer’s Blog – Tax on Computer Downloads
- AccountingWeb – 1099 Changes. Now you see them, now you don’t, now you..
QuickBooks News & Tips:
- Intuit ProLine News Central – Complete Payroll to be Discontinued on 12/31/2011
- QuickBooks and Your Business – What Damages QuickBooks Data?
- Rebecca Tervo – Mid Year QuickBooks Review
- QuickBooks in the Cloud – Tips for Selecting a QuickBooks Hosting Provider for Your Business
Business, Customers & Networking:
- The New York Times Small Business – How Do You Engage Your Customers?
- Riggins Construction & Management, Inc. – Office Manager Tip: Fabulous
- Level343.com – If You’re Getting Frustrated With Social Networking, This is for YOU!
That wraps up this weeks top 10 Tuesday’s favorite tips and news from around the web. Check back next Tuesday so see what we’ve found.
This week’s Freebie Friday – 100 Essential Tips for Microsoft Office 2010 comes from PC Magazine.
Most of us use Office, and most of us could make better use of it, too. Check out these tips, sorted by application to learn basic tricks and advanced tips for Word, Excel, PowerPoint, Outlook, and Access.
The editors have shaken down the programs and pinpointed 100 tips and tricks to help put you back in command. These tips cover not only the basics, like deleting that infuriating line that appears when you type one too many hyphens in Word (one that I find especially annoying), to more advanced tricks, such as connecting your email to social websites and services.
They’ve also included some tips about features that you might not know to search for at all but which offer a lot of value and are worth knowing. The tips are separated by program, and some are further parceled out into sections for beginners, intermediate-level users, and advanced users. Each tip is accompanied by a screenshot to further guide you, no matter your comfort level. All of the tips will work in Microsoft Office 2010, and many are also compatible with earlier editions of Office, too.
| 5 Essential Microsoft Office 2010 Tips for Everyone The five how-tos in this piece will show you some of the most fundamental things you’ll want to do in Microsoft Office, no matter which program you use most. |
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| 15 Essential Microsoft Word 2010 Tips for Beginners If you consider yourself a novice with Microsoft Word, start your Office education by picking up a few of these 15 tricks. You’ll soon find that they’ll become second-nature actions that you’ll be performing with a couple of clicks or keystrokes. |
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| 10 Essential Microsoft Excel 2010 Tips for Beginners Fumbling with spreadsheets can makeanyone feel like a complete dolt. These ten essential functions and tricks will make you feel much more adept at creating and managing charts, lists, and data. |
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| 14 Essential Microsoft Outlook 2010 Tips for Beginners Whether you’re brand-new on the job or a 20-year veteran, chances are your company uses Microsoft Outlook and you only know as much as you’ve ever needed to get by day-to-day. Pick up 14 new ideas, and learn how to implement them, from this list. |
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| 14 Essential Microsoft Excel 2010 Tips for Intermediate Users Comfortable with Microsoft Excel? Good! Let’s move up a half-step to the next level of difficulty. Click through the title to find 14 new things you can do with spreadsheets. |
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| 10 Essential Microsoft Word 2010 Tips for Advanced Users Let’s say you’ve mastered the basics of Microsoft Word. These nine tips will expand your horizons to do some advanced tricks with macros, use OpenType typography, export a Word document to your blog, and more. |
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| 5 Essential Microsoft Excel 2010 Tips for Advanced Users Fine tune your Excel skills with a few more masterful tricks. These five tips cover working with transposed tables, how to create Sparkline Microchartsin Excel, and more. |
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| 8 Essential Microsoft Outlook 2010 Tips for Intermediate & Advanced Users After you’ve gone through our basic Outlook tips, turn to this next batch to make your email life even smoother and more efficient. Outlook can perform a few amazing stunts—don’t miss out on any of them. |
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| 9 Essential Microsoft PowerPoint 2010 Tips The last time you saw someone give a dynamite presentation, filled with video clips and text that was actually large enough to read at a distance, you probably made a mental note to teach yourself some new PowerPoint skills. And, lo, that day is finally here. Learn how to check the accessibility of your presentations, integrate videos, use the animation painter, and more. |
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| 10 Essential Microsoft Access 2010 Tips for Beginners This ten-point primer for Microsoft Access users starts out with the basics and moves into slightly more difficult territory. Whether you’re totally new to Access or have been struggling for a while to learn it, these ten simple tips will help you on your journey to becoming more proficient with databases. |
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Have a great weekend everyone!
