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About Karin Hostetler
Expertise
I am a QuickBooks certified Professional Advisor and can answer questions on Quickbooks Basic and Pro, all versions through 2008.

Experience
I have worked with Quickbooks since version 1, and have had a tip published on the Intuit website. I work exclusively with small business owners in setting up Quickbooks, giving on-going support to tweak the reports, resolving data issues and correcting problems. I offer monthly, quarterly and yearly tune-ups to prepare the clients data for presentation to their CPA at year end

Publications
Intuit Pro-connection

Education/Credentials
I have a degree in Administration and Management with 20 years of hands on business experience in many fields

 
   

You are here:  Experts > Shopping > Credit/Debt Management > Quicken & Other Budget/Accounting Software > Customising QuickBooks Invoices

Topic: Quicken & Other Budget/Accounting Software



Expert: Karin Hostetler
Date: 6/26/2008
Subject: Customising QuickBooks Invoices

Question
Hi.  We use QuickBooks Pro and our current invoice template displays prices including VAT.  We want to change to display price excluding VAT and then show the invoice total gross of VAT.  The only way I have found is to create a new template, change headings and untick the "Amts inc VAT" tick box at the bottom.  But, even if I save the template, the box is ticked for the next new invoice.  How can I make sure it stays unticked?  Also, the prices are displaying to 4 decimal places - can I change this without changing the price on the item list for every item manually?  Thanks!

Answer
Hi Christine,
I'm not familiar with the variations in the UK version but,
Quickbooks will normally default to the last NEWLY created invoice. You may need to create your next invoice and be sure to have the box unchecked when you save it. Then see if the next invoice has the box unticked. If that doesn't work, you might have an option under preference. (You can find this under the edit menu (at the bottom) Look through each of the options and see if there is an option to have the Amt inc VAT box ticked or unticked.

In response to your decimal question, I'm sorry to say that the answer is no, unlike excel you can't format the number of decimals. QuickBooks will show the exact number (up to five decimals) that you have on your item list.

Hope this helps
Karin

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