How to customize invoices in QuickBooks

Would you like to have a little fun and customize your invoices? 🙌
Did you know you can have more than one template depending on what you need?
Let me show you how to customize your invoices in QuickBooks.
How to add a logo to your invoice • How to add a logo to y...
Steps to Customizing Your Invoices:
➡️ Customizing Invoice
Go up to “Lists”
“Templates”
Open the Invoice
“Basic Customization” pop up screen will show
“Select Color Scheme”
“Change Font For”
“Company & Transaction Information”
“Additional Customization” (Other Preferences)
Click “OK” when done with the customizations
➡️ Creating Invoice
Go to “Create Invoice”
Go up to “Template” (Choose the template you prefer)
Go up to “Formatting”
Click “Manage Templates”
*For Additional Customization*
Enter other details
Click “Save & New”
Need to learn more areas of QuickBooks? Join us on our next workshop to learn how to design QuickBooks for your specific business...
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➡️ kzbin.info...
Timestamps:
0:00 - Intro
0:29 - Customize Invoice (Color Scheme)
1:37 - Invoice Font
1:57 - Company & Transaction Info
2:20 - Additional Customization
4:15 - Invoice Templates
7:43 - Layout Designer
10:55 - Final Thoughts
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[@fmupropertiesinc8118]

Hi, thank you for all your input in this training videos, I like all of them. Lately, I've been trying to customize a check on quick books, like for example, the type of letter or the size of the letters, etc.

[@CandusKampfer]

Thank you for watching the video! Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/ Have an amazing day! Elaine Team Candus

[@bahamaseducationalexpress8636]

Hi, I enjoyed the presentation. I was having trouble trying to change my fonts for a long time. I was finally able to do it with your help. Thanks

[@CandusKampfer]

Oh my gosh, thank you so much! We love hearing this. 🙏🏻 If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@genefsonr.silveira1633]

Thanks for your video. I was trying to add an additional image to my invoices and couldn't figure it out till I saw your tutorial. Thanks again.

[@CandusKampfer]

Hi Genefson, So glad it helped you. Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@cabinetscity6571]

Thank you, this was very helpful to me.

[@CandusKampfer]

Awesome! Glad it worked fo you 😊 Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer/

[@lianakirkey7569]

Loved this video - it gave me the confidence to start playing with my own invoice layouts in Quickbooks Desktop Pro 2019... but you've created a monster, LOL. Now I want to maintain that design throughout my printables: credit memos, statements, purchase orders, etc.. Manually setting each element (over and over again) in each form is painful! Here's hoping that you will post a video on how to apply a design across multiple forms.

[@CandusKampfer]

Glad it was helpful Liana! We will add your suggestion to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine - Team Candus P.S. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/

[@CandusKampfer]

You can duplicate the invoice

[@edeccles3271]

@@CandusKampfer Hi..GREAT Info! I'm struggling when I pull up my profit loss reports. I sometimes get a negative amount and I'm guessing my item list for my invoices is not named correctly? Any help how to change the negative in my reports? Hope I made sense...I have been using QBooks for years but never set it up correctly...prior to KZbin! Thx for you info and any help!

[@ldystkz1880]

Thank you so much!

[@stephend]

At last we don't have their hideous Geek Squad blue on our Invoices! Thank you!!

[@CandusKampfer]

Awesome! Glad it worked fo you 😊 Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer/

[@qjarman7753]

Thanks this was a great help!

[@CandusKampfer]

Awesome! Glad it worked for you! If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/ Elaine -Team Candus

[@8646229]

I like u so much really....u are respectable..your way of teaching..is cool

[@julielococo5993]

Very helpful! I have a question that I have been unable to find via google search. I have QB Desktop and need to change the invoice numbers sequence order. How do I go about that?

[@GetSolution]

Hi, please check how to customize your QB Invoice here : kzbin.info/www/bejne/m4m9n6ifbchriMk

[@varonecl]

How do you change the placement of the fields? For instance; I want Invoice No to be on the same row as PO numbers, terms and Project. Is that possible?

[@zabeehullahbabar9108]

Hi Candus! Great video! Just wondering how you were able to create a drop-down customer message on the invoice? Thanks!

[@CandusKampfer]

Hi! Zabeeh, I will add your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below. *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@Ducaysane29]

Thanks Candus for your great video. I have an inquiry on how I can add rows lines to separate item descriptions clearly? Thanks.

[@CandusKampfer]

Hi Abdelwahed, You can leave a line in between each item/row that is blank. Have a great day! Ireland Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

[@josephmartinez5234]

Hi, I really enjoy your KZbin videos. I want to ask if there is a way that you can adjust the body printout so that the totals information adjust up or down with number of line items in the body of an invoice?

[@CandusKampfer]

Hi Joseph, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@KeystoneTimber]

Your instructions are great! How do you have alternating colors in the invoice description lines in QuickBooks Desktop for Windows? I found a video for Mac, but not Windows.

[@CandusKampfer]

Hi, Thank you for watching our video. If you're interested in more in-depth training on how to alternate colors in the invoice description lines, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus

[@premaraja8413]

Thank you very much for your video

[@CandusKampfer]

Awesome! Glad it worked for you! If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/ Thank you for being part of Candus' community! Elaine - Team Candus

[@xdOpemamiix3]

Hi, is there any way to change the rounding in the total when creating an invoice? It always rounds it a penny extra. I’ve been trying to find it but i can’t. thank you!

[@Michelle-nb3cv]

Do you only do Quickbooks Windows? Have anything for Quickbooks Mac? Your tutorials are excellent but just switched to Mac

[@user-ri7or5gg8e]

Thanks for the tips - I have been looking for a way in the invoice template to add a line between each item on the invoice - is this possible in the template or do I have to adjust it on each invoice?

[@CandusKampfer]

Hi, Thank you for reaching out. You have to adjust it on each invoice. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus

[@carolyncordeiro6411]

How do you cutomize the print sales or invoice form to add a column without it overlapping when it prints. I did one and it shows fine on the screen but when it prints it overlaps and I cannot seem to fix it. When I go into the customize part where the check marks are for print or screen it does not show the overlapped column so I cannot adujust it. How can I fix this so it will print like it shows on the screen?

[@jeffphinney8845]

Great video! I just started with quickbooks and in a few minutes I created a custom invoice! Couple questions though How do I create a line across the invoice where the customer can detach the top stub and mail it with their payment? I can't seem to get the account number for the customer to auto populate the invoice when I'm creating them. Did I miss something in setting this feature up? Thanks again.

[@CandusKampfer]

Hi Jeff, It looks like we might have missed your question before. I'll make sure it's added to Candus' list of future Tips & Tricks ideas. If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips Have a great day! Ireland Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

[@nancyjohnson8363]

Thanks so much for your videos. They have really helped. I just have one question, I'm trying to add a box at the bottom of my invoice for notes and such. Long story short it's not working. Can you help?

[@CandusKampfer]

Hi Nancy, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Live Masterclass, here is the link to save your seat:members.canduskampfer.com/quickbooks-masterclass-2020

[@al-noorwissanjibookkeeping4978]

How do you add subtotals per column on invoices?

[@domaticaccounting959]

Hi Candus...I'm using 2017 premier verstion. I want to know how to make each line in an invoice (and estimate) a different shade to help distinguish that line. Any help is appreciated!

[@michaelrocha11]

How do I make more columns that multiply them selves? for example, Items per box X boxes X qty X Price = Total 8 12 96 $2. $192.00

[@janetleonatti2625]

I was hoping to find out how to change the "customer message" on our invoice. We have a dropdown with 3 messages and want to delete 2 of them. I can't seem to figure out how to do that.

[@dragon6414]

Love this tutorial. Anyone know how to customize the way PAID looks in the invoice template?

[@CandusKampfer]

Hello, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@lewisvalentine6115]

We bill the same customers month to month. I have my invoice list with the invoices that are needed. However, my clients want me to add the time frame the invoice is good for. ie. 1/1/2022 -> 2/1/2022. Right now I have to type that in on the description line on each invoice. Is there a way for quickbooks to do this for me?

[@CandusKampfer]

Hi Lewis, The only thing I can see making this work is editing the item description before monthly billing. Have a great weekend! Ireland Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

[@bilaliqbal5550]

Thanks for this information mam

[@CandusKampfer]

Glad it helped you Bilal! If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Have an amazing day ✨ Elaine - Team Candus

[@yahyaahmadzai4467]

Thanks for your video, Can we add a favorite row & columns?

[@CandusKampfer]

Yay! Glad the video helped you Yahya Ahmadzai. I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day 😊 Elaine - Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@zmanfishing3361]

Great Help, Thank you. I have one question for you. Can you move the placement of the payment status stamp? Mine is in a location where it is being cut off when I print paid invoices. I believe its overlapping another text field? This text field does not appear on the layout design page to be able to move it?? Thank you for any help you can offer.

[@CandusKampfer]

Thank you for watching the video! Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/ Have an amazing day! Elaine Team Candus

[@CandusKampfer]

I don’t think you can move the payment status, great question.

[@Nnvcs]

Hi madam thank you very much. helpful. I am using it for Oman country. while printing the amount column I am not getting two digits and also in total amount (footer). and how to remove highlight in rows one after one in the BOM part. kindly advice

[@CandusKampfer]

Hi, Thank you for your question You can check this video on how to print from QuickBooks: canduskampfer.com/print-checks-proof-of-payment-on-plain-paper-in-quickbooks/ canduskampfer.com/print-check-register-details-quickbooks/ Let us know if we helped you Have an amazing day, Ednalyn ~ Team Candus P.S. We’d love to connect with you find us at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

[@scottwesner1706]

Hello Candus. Is there a way to increase the size of the field in "Header"? I would like my PO Number to be wider and allow more characters. I apologize if this was on here and I missed it. Thank you for your video. Scott

[@CandusKampfer]

Hi Scott, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/

[@MuslehAhmed]

Miss. Candus Kampfer Kindly suggest me how to add amount in-word field in the invoice? Example: Invoice total amount : 1530 Dollar In Word : "One thousand five hundred thirty only." (I think this is call amount in word)

[@caryntu8710]

How to get a total on the qty column at the bottom?

[@gracepoole7527]

we would how would we add a logo also change fonts on invoice

[@laritzalamacraft3114]

Good morning Candus, My boss purchase a vehicle for the company total amount of $10677.37 however he made a $4500 payment towards that vehicle but he used his personal bank account. Which now I have to reimburse him for that 4500. My question is how do I enter the purchase of the vehicle in QuickBooks online and reimbursed him for that $4500 without affrcting the purchased total amount? Thank you in advance!

[@eugenebarbieri2780]

My invoicing will not tally up. That is... If I enter a item... then put in quantity 2 @ 20.00 it wont total it to 40.00... what am I doing wrong

[@rodrodriguez875]

Hi, I enjoyed your video as it is quite informative. I'm using QuickBooks desktop and I am customizing a service invoice. I customized the column and I added a new field and I checked the screen and print boxes. When I go to the invoice I cannot tap to the new column that I set up and I don't know why. The sequence is 1, 2, 3, 4, and 5. Please let me know how I can fix this. Thanks

[@CandusKampfer]

Hi Rod, Thank you for watching our videos 😊 I found this video on Candus' blog that may help you canduskampfer.com/customize-your-invoices/ If that is not what you need, the best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@rodrodriguez875]

Hi I watched your video but it doesn't shoe me why my cursor or tab cannot move to the column that I created.

[@lauramckay1345]

My invoice shows a sub-total on the printed invoice but not on the screen. I can't check the "screen" box. I'm worried that when I pay commission the report totals on the amount that includes tax. Any suggestions?

[@CandusKampfer]

Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@susanwilson3467]

Can you set up different description titles within an invoice with subtotals i.e Administration Fees and Disbursements

[@CandusKampfer]

Susan, the description comes from the "item" or "product/ service" depending on which version of QB you are using. To change the description you can change it right on the invoice or edit the item.

[@factsoverpolitics]

I want to be able to create required fields. Unless that field is populated you cannot proceed. Any info on that?

[@CandusKampfer]

Hi! Emmanuel, I will add your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below. *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@viviantuccillo3113]

Can the text from headers wrap? I ave a column that reads Minimum Headcount but it takes up too much space (left to right )

[@CandusKampfer]

Hi Vivian, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Live Masterclass, here is the link to save your seat: members.canduskampfer.com/quickbooks-masterclass-2020

[@chrisschaefer7419]

How do you put a lean notice message on the back of your invoice when it prints?

[@CandusKampfer]

Chris, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus

[@victoriamakawa391]

Good day I'm am trying to create an estimate template but my quick books wont let me highlight/tick the AMOUNT section. As a result my esitime come out with with the total of the lines but not the price too

[@CandusKampfer]

Hi Victoria, I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day 🙂 Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@stephanieboger5503]

Can you put formulas on your invoice so it will figure and show different amounts due. Like I need it to show total and then a total if not paid by a due date??

[@CandusKampfer]

Hi Stephanie, I'll make sure your question is added to Candus' list of future Tips & Tricks ideas. If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips Have an amazing day🙂 Elaine Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@Marco1973est]

I can preview the invoice and it shows the boxes on the invoice but when I print, the boxes wit the titles are not being printed? Please help

[@CandusKampfer]

Hi Marco, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/

[@BK-xh7pd]

is it possible to add photos to the invoice form? Would like to add the MasterCard, Visa, discover, etc logos next to the total Due field. Also to add logos of sites such as Facebook, BBB, etc at the bottom of the form. Is this possible? Great tutorials. Thanks

[@BK-xh7pd]

Never mind.. I just figured it out. save images just like you would do with your logo and then on the "Add" button click "Image". thanks anyway.. Great videos

[@CandusKampfer]

Awesome! I am glad you figured it out :) Have an amazing day! Elaine Team Candus

[@melissadyer9906]

I have a trucking company and sometimes I don’t get the full amount the invoice is for due to fuel charges, how do I put that on the invoice so it don’t say partial payment?

[@CandusKampfer]

Hi Melissa, Thank you for watching the video! I've added your question to our list. Candus uses the list to create future tips and tricks. If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/ Have an amazing day! Elaine - Team Candus

[@Karl-xm1yr]

I am trying to figure out how to get the "Memo" information to show/print on the invoice. We create invoices and add notes/work information for the customer. When we print an invoice, that information doesn't show up----we have to create a statement in order for it to show up. Any suggestions or thoughts?

[@CandusKampfer]

Hi Karl, Thanks for reaching out. Make sure to review in your template "additional customization" and make sure to review your footer section that the box you need is selected to print for message. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus

[@kimberlyschreiber7824]

I have created my template but it will not print Due on receipt. The text Box is blank and I have selected it in the drop down box to print. can you please help me?

[@CandusKampfer]

Kimberly, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus

[@salrachiele7546]

how do you add commas in the total section /balance due etc? i.e. for it to show as 1,0000 and not 1000

[@CandusKampfer]

Hi Sal, Thanks for your question, I've added it to our list. Candus uses the list to create future tips and tricks. Don’t forget to join the weekly tips and tricks to be notified when questions are answered. canduskampfer.com/tips Have an amazing day! Elaine - Team Candus P.S. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/

[@yulianlopez3844]

Hello, I need help I want my invoices to look like yours but it’s different, I have quickbooks online but the invoices on their are different. Can you please help

[@CandusKampfer]

I will add your question to the list Candus uses to create new QuickBooks tips each month. In order for you to get your specific questions answered, from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@Darioq57]

How do you get the tax calculation. I am unable to find a tax field to add to the form. How do I ad tax to the invoice? None of the templets have it and the downloads. none show taxes..

[@CandusKampfer]

Hi Dario, I'll make sure your question is added to Candus' list of future Tips & Tricks ideas. If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips Have an amazing day🙂 Elaine Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@alentheafortuin3706]

I install quickbooks on a new laptop,i add an image but its not showing when printing

[@CandusKampfer]

Hi Alenthea, Here is an article that may help you troubleshoot the problem: quickbooks.intuit.com/learn-support/en-us/help-article/install-products/resolve-printing-issues/L9zQskUjI_US_en_US?uid=lbchcmln Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/

[@jjbigtruckservice6465]

Trying to add a custom field to invoice. I need to to calculate numbers for specific parts and I'm unable to do this? How can i do this?

[@CandusKampfer]

Hi J&J BigTruckService, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/

[@jennifernolan-adams1972]

Where can I find instructions on putting in the footer boxes w/ subtotal, sales tax, and total? Mine are all messed up!!!

[@CandusKampfer]

Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/

[@user-bj3eq9kz6j]

Hi Candus: On my invoice screen, all the lines have disappeared? How do I get them back?

[@IsuruCreations]

Hi, Can I know the how to remove the back ground in titles. Because I am using dotmatrix peinter

[@CandusKampfer]

Hi ISURU Advertising, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/

[@301naeem]

Thanks Very Much ....

[@CandusKampfer]

We're happy to help :) If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/ Have a great day! Elaine Team Candus

[@isayatronnatrue8628]

Somehow mine wont save the changes and it returns to default every time i make the changes. How do i save these changes? Is it supposed to automatically save or i have to manually do that.

[@CandusKampfer]

Hi Isaya, I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you need help with QuickBooks, you may join her QuickBooks workshop, here is the link to save your seat: *CandusKampfer.com/workshop*

[@arasseesockalingum5846]

Hi is there a way to make the format of the invoice on A5 and landscape?

[@CandusKampfer]

Hi Arassee, I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@NorthLydia]

Do you know why projects is not allowed to be viewed on 'screen'? Only on print? Thank you for the information!

[@CandusKampfer]

Hi Lydia, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Have an amazing day! Elaine - Team Candus

[@jaynepeterson5933]

I am having trouble putting $ signs on the amounts on the invoice...any help would be appreciated- thx!

[@CandusKampfer]

Hi Jayne, Thank you for reaching out to us. I just added your question to our list. Candus uses the questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips. Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/

[@nasrudheenks]

Madam, in case of multiple currency.. how we will make changes in invoice... How can I show both AED & Dollar

[@CandusKampfer]

Hi, I will add your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Thank you for being part of Candus' community! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@carriepietrzykowski5087]

Do you have tutorials with Quickbooks online?

[@CandusKampfer]

Hi Carrie, We do have some free QuickBooks Online resources both on KZbin and our blog. We also have a course called Confidence with QuickBooks which has an Online version. If you're interested in learning more, I recommend you join our free workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! ~ Kindra/Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

[@depictbilling4351]

HOW CAN I PUT LINE ITEM DETAIL ON THE INVOICE, YET ONLY PRINT A "SUMMARY" LINE. BASICALLY, I WANT TO ENTER IN BUILD TIME, PAINT TIME SO ON, BUT I ONLY WANT TO SHOW "CUSTOM PRODUCT" ON THE PRINTED INVOICE

[@CandusKampfer]

Hi there! Candus uses questions sent in from our community to create new tips and tricks videos each month. I’ll add your question to our list of topics for future videos. Have an amazing day, Ednalyn ~ Team Candus P.S. We’d love to connect with you find us at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

[@anamislam9025]

hey...how can you add a disclaimer on a invoice or sales receipt?

[@CandusKampfer]

Hi Anam, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/

[@joshburkett4513]

Can you completely make a custom Invoice?

[@josephsheungchun3496]

How can I get rate, Vat amount charged and amount columns in my invoice

[@CandusKampfer]

Hi Joseph, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/

[@ryanrichards9464]

how do you add a description of work on the invoices?

[@CandusKampfer]

Hi Ryan, You can check this video and let us know if we helped you canduskampfer.com/enter-feature-to-customize-your-quickbooks-invoice/ Have an amazing day, Ednalyn ~ Team Candus P.S. We’d love to connect with you find us at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

[@shannonoba4554]

when I go to file and print forms and then print invoices it does not print the invoice we created?

[@CandusKampfer]

Shannon, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus

[@CandusKampfer]

Remember to change the template on the top right when creating the invoice.

[@markentz3189]

Hi Candus How do I get a customer Phone # to show up when I print the Invoices?

[@CandusKampfer]

Hi! Mark, I will add your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below. *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@almacerv7963]

Hello, how can I add a previous balance or account summary on an invoice?

[@CandusKampfer]

Alma, sounds like you need to adjust your template or add an item to the invoice. Candus

[@danielwhitacre6612]

Alma Cerv, did you ever figure this out? i am wondering same thing and cant seem to figure it out

[@maries4747]

Nice video , but still can have my disclaimer (in customer message left side on my estimates and sales receipts) to appears automatically. Went into template - additional customization - footer - typed what I wanted to say - still doesn't appear - Thank you

[@CandusKampfer]

Hi! Marie, I will add your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below. *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@fnccom]

How to add data field relate to Amount in words

[@hossainmahmudjakir6199]

How do I increase the description distance up & down?

[@CandusKampfer]

Hi Hossain, I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer

[@CandusKampfer]

If I’m understand your question... The lines will expand as you type into the description.

[@tanzeeltechnicalservices3066]

how i can convert total amount in word?

[@CandusKampfer]

Hi, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/

[@awesome1704]

The amount of invoice doesn't appear in letters at the bottom

[@CandusKampfer]

Hi, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Have an amazing day! Elaine - Team Candus

[@riteshkakkar9274]

hello sir what is bill book

[@CandusKampfer]

Thank you for watching the video! Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/ Have an amazing day! Elaine Team Candus

[@riteshkakkar9274]

@@CandusKampfer hello why we make bill

[@eunicerecabo7598]

How to put prepared by, delivered by and received by in invoices

[@CandusKampfer]

Hi Eunice Recabo, We've already added your question to our list. Candus uses the list to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Ednalyn ~ Team Candus P.S.If you would like more QB tips find Candus at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer/

[@bigphat200]

too much work.. Square download from Google and done. i don't hasve that kind of time

[@lauraorr2396]

quickbooks edit invoice templet

[@CandusKampfer]

Laura, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus

[@CandusKampfer]

I'm not sure what your question is, this is editing the invoice template?

[@vonmilash823]

Great vid. Thank you. Do you have a boyfriend? :)

[@CandusKampfer]

Awesome! Glad it worked for you! Elaine Team Candus