Updated: Jul 31, 2018
The invoices and other forms you send to customers and vendors should reflect your company’s attention to detail, accuracy, and consistency. Every opportunity you have to interact with your customers and vendors is critical. Whether it’s a phone call, an in-person connection, or an email, how you present yourself reveals a lot about you. Are you efficient? Friendly? Do you handle orders and problems and payment issues quickly and carefully? Your accounting forms can also contribute to your image. They should always be:
Neat and attractive.
Easy to read, with the most important information displayed prominently.
Consistent with any graphics you use on other company materials.
Accurate, above all.
You might be able to use at least some of QuickBooks’ form templates as is, without any modifications. But couldn’t they be better? More visually appealing? Formatted to include only the fields that your business most often needs? QuickBooks contains the customization tools you need to make them so. Improving What Exists