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Recommended Prerequisites:
Basic knowledge of QuickBooks

Version:
QuickBooks Pro 2009 (Canadian Version)

Course length:
Introductory Price! 90 minutes

Cost:
$59.95 + GST

Materials:
Each course includes a step-by-step guide of the subjects taught to help students successfully implement what they learned.

Modifying QuickBooks Reports and Forms

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QuickBooks offers a broad selection of business forms and reports; many of these QuickBooks reports and forms can be customized to suit the needs of your business. Most forms can be modified to omit fields you do not need or to include specific colours, a logo or additional text. Reports can be filtered to include only specific sets of data and printed in a variety of formats.

For example, some of the forms you can modify are estimates, packing slips, invoices and customer statements. In this course you will learn how to customize forms by selecting and deselecting the information to display on the screen during data entry and choosing the information to be displayed on the printed form sent to customers. You will also learn how to insert your company logo, add text and colour to your printed forms and use the layout designer to change the look of a form.

The reports provided with QuickBooks can also be changed to suit your business needs. This course will show you how to modify reports and how to memorize the reports you have modified for future use. You will also learn how to e-mail reports, save reports as PDF files, and export reports to Microsoft® Excel®.

Learning Outcomes

Students who complete this course will know how to:

  • Create form templates for customization
  • Customize forms by selecting and deselecting fields to display during data entry and those to display on the printed form
  • Customize forms by changing the format of fields including the font, style, size and colour, adding text boxes, data fields and images and changing the layout of the form
  • Review the reports available in QuickBooks
  • Modify reports to include required fields, filters and formats
  • Memorize customized reports for future use
  • E-mail reports
  • Save reports as PDF files
  • Export files to Microsoft® Excel®

Why You Need This Course

QuickBooks contains several predesigned forms and reports. Because the requirements of your company are unique, you may decide to make some minor changes to the forms and reports so that they better suit your business. Your changes to forms might be “cosmetic” – adding company colours or logos, dropping in a text box with a special message, rearranging fields. Or, you may find that the content of the form or report needs to be changed, either by adding new fields or removing some that you do not use.

QuickBooks provides many options for customizing forms and reports. This course will show you how to use those options to create forms and reports tailored to your specific needs.

Disclaimer:

Since these courses do not deal directly with specific and individual requirements, it is recommended that students obtain the necessary advice from an accountant, employer, QuickBooks® ProAdvisor® or such other appropriate expert with regards to their specific requirements or guidelines.