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K
Koala
July 18, 2019
Question

Sales Templates

  • July 18, 2019
  • 1 reply
  • 0 views

Hello,

 

Further to my previous discussion, please can you advise if my understanding is correct as follows:

 

1) If we use the invoice templates that accompany our subscription then fields that contain no data (eg. discount or deposits) are not visible when printing, however if we develop our own custom templates then these field are visible even if there are no associated amounts.

 

2) If we are to use the invoice templates that accompany QuickBooks can we insert different addresses depending on which invoice we use.

 

Thank you for all your help.

 

1 reply

JenoP
JenoP
July 18, 2019

Good to see you again, Koala.

 

Yes, fields that doesn't have any data will not be printed if you're using the templates in QBO. On the other hand, fields without data on them will be visible if you're using the template that you've customized and imported. 

 

Also, you can only use one company address across all invoice templates if you will be using the one provided by QBO. You might want to use the import option so you can add multiple addresses.

 

I'll be around if you need anything else. 

 

K
KoalaAuthor
July 18, 2019

Thank you for the speedy response and confirming whar I thought mat be the case. 

 

I will revert back to using the QB templates as I do not want fields without data to be visible.

 

And now I have a problem :-(  sounds like I am going to develop some of our forms outside the system in order to show another address. Can that be achieved and once imported only show fields containing data? (or have a 0 vs blank) 

 

2), how do the QB templates reflect our different ccurrencies. 

 

3.. We are yet to go live with QB.  This will occur after migration from Odessey. Can I customise the pre delivered templates and thereafter import to the live system 

 

4) Is the anything else that I can do prior to migration.

 

Thank you. .Stepping learning curve and appreciate your help

 

 

A
Anonymous
July 18, 2019

Greetings to you Koala,

 

If you prefer to avoid empty fields from showing on the form, you can create a custom invoice inside QuickBooks. You can create one style for each address, then make sure to use the right template when recording an invoice.


Here’s how to create a template inside QuickBooks:

  1. Click the Gear icon at the top. 
  2. Select Custom Form Styles.
  3. Click the New style tab and select Invoice. 
  4. Enter your desired template name in the name field under Design tab. 
  5. Go to Content tab and click the header part of the template. 
  6. Select the Address link and unchecked the box for Street address. 
  7. Click on the Custom field  then enter your desired address on one of the field.
  8. Click Done. 

Here’s how to make sure you’re using the right template for the invoice:

  1. When creating an invoice, click Customise at the bottom. 
  2. Select your desired template from the list. 

On the other hand, QuickBooks or imported templates will auto-adjust to your customer’s currency.

 

Also, you can only transfer reports, chart of accounts and list when migrating to another QuickBooks Online account. You’ll need to download and save your imported templates to your computer and import them again in your live QBO. However, for the templates created inside QuickBooks, you’ll need to recreate them again. 


Take a look at this article for more information about migration: https://quickbooks.intuit.com/learn-support/en-us/help-articles/move-your-lists-to-quickbooks-online/00/287964


Feel free to let us know if anything else comes up. 

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