Create and Customize Your QuickBooks Invoice Template Excel for Sales

Quickbooks invoice template excel for Sales

hello my name is Gilbert worried for media 360 and welcome to QuickBooks in this video I'm going to take you through creating a small receipt or a point of sale receipt using QuickBooks accountant you can use the same techniques with QuickBooks Pro QuickBooks comes setup to print on a4 paper but you may want to use it in your store and you may want to print small receipts point of sales receipts and it is something that has been bugging you well I'm here with a solution so in this video I'm going to customize the receipt so it can fit on your point of sale printer so we'll start by going to create sales receipt click on that on the tool by the top it defaults to main but then we're going to go to formatting after clicking on formatting we're going to go to manage templates okay and here there are different templates that we can create we're going to set up a template for point of sale in a supermarket or on your tail so here's how we start you start by copying the template that's currently there by clicking copy creates a copy and you have to name the template up here so we'll name this point of sale POS received okay the next step is to click okay okay after clicking that it will bring up the customization dialog box for basic customization of template at the top here we can decide to add a logo to your receipt if you want so you click use logo then you select a logo okay you go to the location where your logo is media 360 folder will books will give you a message saying is going to copy a picture into this sample file I'll click OK if you look at the top here in the preview you can see my logo has been added there you can select the color scheme if you want just here but we won't do that up to you our next we're going to change the font over of the title on the name of the company we're using a sample company that ships with QuickBooks it's called rock castle construction the first step we're going to do is change the font I don't like this one Roman New Roman type click on title to change the font for the title so when I click change font I'm looking for door because okaro use any phones of your choice and don't be shy to use whatever font you want I'm using Kosuke make sure it's bold make it bolder and I click OK so if you look on your right cells we see the title has changed okay next step is the company name and address I'm going to change the font for that I mean change it into myriad Hebrew I select Marian Hebrew I'll leave it set at 12 the style regular 12 okay if you look at the top here the name of the company has changed the font has changed from New Roman times to myriad he I'm going to change the company address as well to the same myriad Hebrew if you don't have this phones you can use the phone sir you have on your computer or you can download these phones okay I'll set it to me and Hebrew save it now if you look at the top it has changed the title has changed the name of the phone and I'm also going to change the labels the labels are this description here these are the labels I change the font to cazuca Adobe I'll change it to Castle Cut Pro 6 ok bold 9 that's it those are the titles and the color is black color this is the color of the text this is a font style and this is the size I can click OK if you look at the top these are changed on this bottom top you can click what information you want to appear on the receipt you can click for the email address to show up you can click for the website to show up here if you look at the preview it shows up or you can update the company information on the fly here ok let me click OK so now we have set up the basic editing of our point-of-sale receipt but don't forget this receipt here is on an a4 size template so what we have to do we have to go to the layout designer right here so this will depend on the size of your point-of-sale printer or you can simply do is you can measure with a width of your receipt and come and size it here there's a ruler up here so I'm going to set mine to 3-point okay let's set it to 3 up here at the top ok I'm going to recite everything to fit within this because the point-of-sale receipt is small and this is a 4 what we're looking at is an earful setup so what we're going to start doing is resizing this dialog boxes to fit to fit within this scale of 3 3 okay so we'll start by moving this to move an item you simply click and drag it okay but it has to the dialog box surrounding the item has to fit within the screen if you want a movie so I resize it by clicking and dragging okay then I move it to the center here yeah next step I want to resize this box here so I click on it races block point I click hold and drag up to the point where we want it which is three three to look up here okay let's make it on three point five yeah okay all right our next step is to start moving everything around the way we want it to be and we're going to edit everything to fit within this three point five here as we've set it okay so we need to resize this dialog box one click here hold and drag to resize the description okay then we'll click here and drag yeah now I'm seeing in the unit of measure um and I really don't want this on my receipt all I need is the quantity read and amount so I'm going to click OK to accept the changes then when I go back to the basic customization I click on additional customization okay this shows the item that you want to appear on the receipt or you want to be printed and if you look on your left you can see a tick wait your screen it will show on screen why I chose print it will print so when I click on columns okay I want to remove the unit of measure so I look for it it's a unit of measure so I click on screen take it off and print take it off look on the right you need to have measured decreased and you can see our receipt is getting resized just here okay that's done I'm going to click back go back to the layout designer okay now it's time to start moving things around okay I'm going to make the receipt shorter start by resizing with columns here quantities to week make it smaller I want the amount to be fully visible so I take the rate down so the amount is fully visible if you can see okay now it's time to start moving things around sold - we'll start with moving style or box up aligning it to that resizing this by clicking and dragging okay I'm going to resize this again 23.5 okay that's where everything should be stopping this is the person you're selling to this default text here so I can change the properties of this box by clicking on properties I can change the font here I'll make it Arial Arial I increase it to 10 points okay I'm going to remove the border the box are rounding the text by simply unchecking this so the border will be taken off so this dialog box has changed as you can see sold - I'm also going to resize this dialog box - here okay we're now setting up our receipt or the part of project I don't really need it so I'm going to delete it simply by clicking delete delete that okay the next step is to move the things around until you get them in position where I want so the payment method for the payment method check the check number and the payment method I'm going to put them at the bottom so I'm going to move this drag it put it at the bottom okay I'm also going to drag the dialog box which will put the method that has been used to the bottom I'm also going to drag this check number to the bottom this sample box will automatically generate a check number okay so I'm going to move up I'm going to drag this up here okay control Z to undo I'm going to drag this dialog box up here because it's too long down there the receipt will be too long okay then move it a bit lower okay I'm going to drag this here this is the date of the cell put that there you can move by simply using arrow key down and up when put the cell number here and then pull this sample here okay so we're going to stop here for this video and the next video going to go through the final touches and finishing up with this receipt so I'll click OK and I'll print our preview our receipt this is how I received looks as by now so we're going to do the final touches and setup the receipt so it can look better okay alright see you in the next video don't forget to rate don't forget to comment don't forget to subscribe to our Channel