by Sunburst Software Solutions, Inc.
Archives by Month

QuickBooks Tips – Four (4) Ways to Add Long Disclaimers on Forms

Print Friendly, PDF & Email

As a business owner  there can be several different situations that you encounter where you might need to include a long legal disclaimer or explanation when you sell a specific item, offer special discounts, provide warranty disclaimers and  information or explain your payment requirements when bidding on a job or even invoicing a customer.

long disclaimersThere are four different methods for addressing this issue; the one that you choose will depend on what makes the most sense for your business:

  1. Items
  2. Template
  3. Letters Function
  4. Outside of QuickBooks

 

  1. Using Items to add long disclaimers – If the additional information needs to be included when a specific product is sold, that information can be included in the description OR you can create a new item with a zero sales cost for the purpose of adding the information to a Purchase Order, an Estimate, or an Invoice.  The advantage of creating a separate item is that you can place the disclaimer item where you would like it on the form; right after the item it relates to, or at the bottom of an Estimate form.  Later, you can delete it for billing purposes – as long as both you and your customer have a copy of the Estimate that contains the detailed information.
  2. Modifying the Form Template to include long disclaimers – If the disclaimer is long and you have the same disclaimer for every Estimate you create, for example your billing terms, and would like to make it a standard part of your form, using the Long Text Disclaimer section on the template itself may be the best solution.  Choose Lists -> Templates -> select form -> Edit.  The text can be entered and then the font size and placement can be adjusted using the Layout Designer.
  3. Using the QuickBooks Letters function – If the disclaimer is exceedingly long, after you create the form create an accompanying Letter in QuickBooks.  Access the Letters function from the Customer Center by clicking on the Word option.  Use this method with option with option 1 or 2 above to indicate that additional information is included on a separate page.
  4. Outside of QuickBooks – Depending on what needs to be included, it might make more sense to print the disclaimer on the back of the form.  It would also be possible to use this method in conjunction with option 1 or 2 to state something along the lines of “see additional disclaimer information on the back of this form” to include a reference to the information without having to actually include it on the form.

7 Responses to QuickBooks Tips – Four (4) Ways to Add Long Disclaimers on Forms

    About Your Host:

    Nancy Smyth, Certified QuickBooks ProAdvisor

    Nancy Smyth, Sunburst Software Solutions, Inc.
    QuickBooks Construction & Payroll Expert


    I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


    QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

    Top QuickBooks blogs to read in 2018
    We've been selected by TSheets as a Top QuickBooks blog to read in 2018!
    Stay updated!

    Sign up to receive our latest QuickBooks Tips, Tricks & News via email:


    Enter your email address:

    Delivered by FeedBurner


    We promise NOT to sell, rent, or otherwise distribute your name and email address!

    FREE 30-Day Trials

    Request FREE 30-day Trials of QuickBooks add-ons for Certified Payroll, AIA Billing & Payroll Wage Management. Save time and increase accuracy on time-consuming error prone tasks; so you get paid on time!

    Free 30 day trials of QuickBooks integrated add-ons for certified payroll, aia billing and weighted-average overtime

    Certified Payroll Training:
    Learn how to complete a Certified Payroll (Prevailing Wage) Report and fulfill your reporting requirements - 2 hour recorded webinar - $99.99. Click here for more info.

    certified payroll requirements webinar
    QuickBooks Training

    Frustrated with QuickBooks?

    QuickBooks Premier ContractorLearn how to get the MAXIMUM possible results from QuickBooks in your construction business! Visit our new QuickBooks training website, Learn to use QuickBooks in your construction business.

    QuickBooks Time Tracking

    Save 10%/FREE 14-day trial!


    QuickBooks Time Tracker