Call on QuickBooks Phone Number and Know How to Customize Forms in QuickBooks

In this article you will learn how to customize sale forms in QuickBooks. To know more call on QuickBooks Phone Number.

• Click on the Gear icon present at the top, and then select Custom Form Styles.

• Choose the type of transaction you want to customize from the new style drop-down.

• To start customizing your form template choose a tab.

1. Design: Go through the different options available and then personalize them accordingly.

• Change up the template / Dive in with the template: In QuickBooks, you can choose from a variety of templates. Take note that you can't drag or rearrange boxes while choosing your template.

• Make changes in the logo: Upload, relocate, resize, hide and unhide your logo here.

• Add on some colour: To customize your colour palette, add your desired colour or use html colour codes.

• Choose your font wisely: Choose the font according to your business. To see multilingual characters such as Chinese, set the font and line height to Arial MS (MultiLingual).

• Edit Print Settings: With the help of this option you can adjust how your forms will print in this section.

2. Content: From the preview on the right, select the section of the form and make changes.

• Header: It is the topmost part of the form where you can put in business and basic information. In this part you can add up to 3 custom fields.

• Table: This is the middle part of the form where you can select the fields you want to show on your forms.

• Footer: In the bottom you can add customized messages or a note for your customers.

3. Emails: You can enter a default message which you send with your invoice, estimate, or sales receipts. Email reminders can also be set up here

Please Note: In order to avoid delivery errors, do not use any special characters or emojis in the subject line or the body of your email.

4. Payments: While choosing the payment option keep in mind that you are choose the payment method(s) which you want to appear on the invoices sent by you via email.

• Click on Preview PDF or Done.

You can find the new customized form listed on the Custom Form Styles page.  In the Edit drop-down menu choose Make Default to default a customized form.

Steps to Add or remove fields in invoices only:

• Click on the Plus icon present at the top, and then select Invoice.

• Now, click on the Gear icon at the top.

• Mark the fields from the list which you want to see on your invoice.

• To close and save your changes click on X.

To know more on how to customize forms in QuickBooks on QuickBooks Phone Number 1-800-731-1629. Also, you can write us at support@qbooks247.com. Feel free to reach us anytime; our team of executives is 24/7 available at your service.  For more information visit, www. qbooks247.com.

QuickBooks Technical Support Helps You to Renew or Reactivate Your Payroll Services

Your QuickBooks desktop payroll subscription will automatically renew as long as your billing information is current and you have the supported version of QuickBooks Desktop. If there is an expired credit card on your account a manual renewal may be required. To know about your subscription you can call QuickBooks Technical support. Listed below are some ways to renew your subscription:

• Directly inside your QuickBooks Desktop file

• Through the web

• From a cancellation notification email

To renew your payroll subscription you can use any of the three methods given below:

Directly inside your QuickBooks Desktop file:

• Go to Employees in QuickBooks

• Select my Payroll Service

• Click on Account/Billing Information.

• If your account information did not auto populate, sign in using again using your Intuit account login.

• Select the Reactivate link in the service information section next to the service status.

• Check whether your payroll service is listed or not, if yes then select Proceed to Checkout.

• To update or add your payment information select a payment method.

• Now, click on Submit.

• Click on Place Order.

• Click on Next and then Return to QuickBooks.

• Check whether the reactivation of QuickBooks was successful or not by signing back and checking the Service Status.

Note: If the Service Status is blank or is still showing Inactive after reactivating, call QuickBooks Support.

Using the web:

• Using your Intuit login, sign in to Intuit QuickBooks My Account.

• Select the product or service you would like to manage, in the Manage your QuickBooks page.

• Under Products & Services, tap the Payroll Subscription tile.

• You can see the status of the subscription on the upper right corner of the page. You will see Cancelled as the status of the subscription in such a case.

Click on the Re-subscribe link given under the status.

• Check whether the information given in the Reactivate Subscription fields is correct. Click on Save and Continue.

• Review the billing information and the Subscription details. Click on Reactivate.

• The confirmation about the reactivation of subscription will be shown in a pop-up message Click on Got it!

• The reactivation of your subscription will take upto 24 hours to complete fully. Once the reactivation is complete, your subscription will show active.

With the help of a cancellation notification email:

Due to the attachment of an expired or deactivated credit card to your subscription, your payroll subscription can fail to auto-renew using the payment information in the account. Follow the steps to reactivate your Payroll Subscription:

• In the email, click on the resubscribe button. By doing this you are directed to the Intuit QuickBooks My Account page.

• Using your Intuit Login credentials, sign in.

• Update your payment information and click on Save and Continue.

• Check whether the information entered in the previous page is all correct. Now, click on Reactivate.

• The confirmation about the reactivation of subscription will be shown in a pop-up message Click on Got it!

• The reactivation of your subscription will take upto 24 hours to complete fully. Once the reactivation is complete, your subscription will show active.

If you are stilling facing a problem in renewing or reactivation your QuickBooks payroll service call QuickBooks technical support on 1-800-731-1629.