Hey, it's Candus and in today's QuickBooks tips and tricks,
we're gonna jump into a little customization.
So the cool thing about QuickBooks is there's features
that you can adjust the way your invoices look,
you can add logos, you can do all kinds of fun stuff,
to make it look the way you want and feel,
not only for when you enter the data,
but also what you want your customer
to be able to do.
So this is gonna be a couple part
video series because
today's video is gonna be about adding a logo
and then in the next video, I am gonna teach you
about how to do a little more customization
on the lines inside of the invoice.
This way it keeps the videos
short for you.
Alright,
come look over my shoulder, and I'll teach you how.
So there's a couple different ways to get into what's called a template
for your invoices within QuickBooks,
you can go into your invoices itself, and then click on formatting
and manage your templates here.
or
I will show you the other way to get there,
you can go under list templates,
then I'm gonna go in and edit my Confidence with QuickBooks
invoice,
which is actually just a sample file.
And you'll notice when you double click on it, so you can either double click,
go down to the bottom and click Edit, right-click on it whatever you want
But I just double click
and then you'll notice right here it says add a logo.
So if yours isn't marked, you want to click it,
then it's gonna ask you to upload it, an image.
So wherever your
logo is sitting on your computer, you're gonna select that
and it'll show up here.
Now you notice when I first double-clicked on it,
it was larger.
So what you'll do,
when I reselected it smaller
See that? Right there?
So what I'm gonna do is I'm actually gonna go into layout designer,
find my logo,
which is here, and you can actually increase it
to whatever size
you want it to be
and you just move it around
and then what you can do is you can grab your address
and move it kind of out of the way.
Now when you're looking at this, what you'll notice
is the blue little box here,
that is actually
you could think of it like an envelope,
you know, the window envelopes that you can get
has two windows is what I'm trying to say.
So this would be the from
window
and this is to window.
So it helps you kind of figure out where you want things to be sitting at.
So you can come in here and you can just kind of move this around,
you can change your font,
you could add your phone number, just below where it says on the window
and that's how you actually add your logo.
The other thing you can do is come in here and add any image you want here as well.
So you can do it either way.
Alright,
then you would click
once you have it the way you want. You click OK
and you actually see it over here and you can go okay, I like that.
If you like it, you can click OK
and you can go in and you can keep customizing it.
Alright,
so you just double click on it,
you're gonna up, you know, check that you want to use a logo,
choose which logo you want to upload,
and then you
go in and you click layout design
and just
go in there and get familiar with it.
If you've never customized your logo when you go in
to open it up.
If you're using one of the basic Intuit
logo, invoices,
they're gonna have you copy it,
and then once you copy it like here see copy,
then you go over here to manage templates,
and you can rename it whatever you want over here on the right.
So I hope you guys enjoyed this video.
If you have any questions, feel free to comment below.
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Have an amazing day
Hope you guys are having
a fabulous summer.
Talk to you soon,
Bye.