Tag Archives: forms

How to create identical forms (invoices, statements, estimates, etc) for different companies?

If you are a real estate/property management bookkeeper you will see that as a rule each building has its own legal entity.  So let’s say you want to create a nice looking form (invoice, statement, etc) for all those buildings. You can change the way form looks. You may want to add a logo, change the color scheme, change the font style or size, add company information, add a status stamp. Design and customization of even one template takes a lot of time. And you need to do it for all 20 entities moreover you want all of them to look alike. Here’s how. Keep in mind that I’m using QuickBooks Enterprise Solutions 13.0.

TIP. Create ONE super nice looking form, let’s say invoice:

Click the Create Invoices icon.  Choose Formatting Tab at the top of the form. Click Manage Templates. Choose any basic template and click Copy. Rename the template e.g. Kristina’s invoice. Click OK. (If you already have a template you’d like to modify click the Customize Data Layout button).

Do you magic with Basic Customization and Layout Designer. Click OK to save.

Congratulations, you have created a perfect invoice for one of your companies. In order to use the same template for other companies follow these steps:

Go to Lists ->Templates. Pick the one that you have just created (e.g. Kristina’s Invoice). At the bottom of the page click Templates button -> Export. Save to desired location.

Open new company. Go to Lists ->Templates. At the bottom of the page click Templates button -> Import. Choose saved file.

Voila, you now can enjoy your beautiful invoice in all of your companies.

Your comments, concerns, questions are highly appreciated.

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