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Univers denfants
November 18, 2023
Question

Childcare annual expenses for customers

  • November 18, 2023
  • 1 reply
  • 0 views

Is there any way to create form for my daycare customer, for the service given throughout the year. On quickbooks desktop I had to do it manually (but using a report from QB to get numbers customer paid). Example attached
[PDF Removed]

1 reply

A
AbegailS_
November 18, 2023

Welcome to the Community, @Univers denfants. I'd be glad to help you create a form and guide you how you can achieve for the service given throughout the year.

 

Based on the screenshot you provided, it appears that the standard form in QuickBooks cannot be edited to display the specific pattern you require. In this case, I recommend exploring the use of a third-party app or software that can provide the level of customization you need for this particular form. There are several third-party applications that integrate with QuickBooks and offer advanced form customization features.

 

There are two ways to look for a third-party app. The first one is by going to the apps.intuit.website or by going to the Apps tab that can be found in your left navigational bar.

 

To begin with, here are the steps:

 

  1. Go to the Apps menu at the left pane.
  2. Select the Find Apps tab, and then type a keyword in the search bar like "E-signature."
  3. Click the magnifying glass to search, and then choose the app that suits your need.

 

For visually reference, you can refer on the screenshot below.
 



 

To keep up with the latest news and product enhancements, you might want to give this page a visit.

 

 

Moreover, I suggest consulting with your accountant for expert guidance in managing the annual expenses and payments for the services provided. They can help ensure accurate accounting and reporting, as well as assist in documenting the expenses related to your daycare customers' services throughout the year.
 

You can review this article to learn more about managing transactions in your QBO account: Manage expense and vendors.

 

Additionally, I've attached the article that can guide you with the customization according to your preference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let us know if you need more assistance with your expenses form. We'll be around to lend a hand. Please take care.

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