Editing form templates

You must add the appropriate fields to your order template. Our example uses invoices in QuickBooks Premier 2009 – the steps are similar with other forms and other versions. We assume that you are familiar with the basics of editing forms in QuickBooks.

Edit (or create) the template you want to modify. Select Additional Customization.

In the Header tab locate the custom fields that you specified to hold the column totals. You can display them on the screen, on the printed form, or on both. You must have the fields display in at least one of those locations for the information to be saved in the order.

Note that even if you want the totals to show in the footer of the form, at the bottom of the columns, you must enable this information in the header tab. You can use the layout designer to reposition the fields to the footer in the printed form.

Next you will add the columns. Click the columns tab, add the selected custom fields as needed. You must have a column for each total.

Here is a sample order in QuickBooks, with subtotals inserted, using the modified template.

Run CCRQInvoice after you have saved the order. Load the orders and select Custom Column Totals as the operation. Click the appropriate Process button.

If you go back to QuickBooks and look at the order you will see that it has been updated.