NAFTA Form

CCRQInvoice has the ability to print orders on the standard NAFTA form #434 as available on 8/25/2008.

Click on the button next to the Enable NAFTA Form option:

A window will open that appears similar to the following:

You must select the Enable option to enable the NAFTA form processing option. In addition, you will need to select the custom fields that you use for the Tariff and Country columns in your orders. You can pick from the fields in the dropdown list. You can also create new fields by entering a new value here, but we don’t recommend that since you have already been entering data into your orders.

Click “OK” to close this window, and “OK” in the preference window.

After this feature is enabled you can select estimates, sales orders or invoices to print on a preprinted NAFTA form.

Select Order Processing from the main CCRQInvoice menu. Details of using this screen can be found in the product documentation. To print a NAFTA form do the following:

1.  Select the Date range for the orders you want to print. Note that the default value shown here can be selected in the General preferences.

2.  Select the Order type for the orders you want to print. Note that the default value shown here can be selected in the General preferences.

3.  Click the Load Orders button to display the orders in the date range specified.

4.  DO NOT select any options on the operations or printing tab. These are standard features of CCRQInvoice and don’t relate to the NAFTA form.

1.  Enter the From, To, and Form Date dates.

2.  In the Form dropdown (the bottom one in the list on the NAFTA tab) select the NAFTA form from the dropdown list. The first time you run CCRQInvoice on a workstation this will be blank, and the program won’t let you proceed until a form is selected. The next time you run the program on this workstation it will remember the form you selected before. Usually there will be only one form here – others will be listed if you decide to create your own modified forms.

3.  Either click the Process All button to print all orders in the “grid”, or select the orders you want to print and click Process Selected. Note that you can use combinations of the shift and ctrl key to select multiple orders, as described in the CCRQInvoice manual.

4.  The program opens a “print preview” window. This is described in detail in the program documentation.

This report is designed to print on a preprinted form. You may find that the printer alignment differs and some small adjustments must be made. You can create a modified form, with adjustments, by selecting Forms from the main menu and then Edit NAFTA Forms. The form editor is described in the manual.

The standard form makes some assumptions about your QuickBooks Company file. In particular, which custom fields are used to hold information that prints in certain columns. If you change the custom fields in your QuickBooks company file you may need to adjust the NAFTA form template.

The standard form also takes company information from the Company Information window in your QuickBooks company file. If you find that some information is not printing on your form you should look at the Company Information screen. You can also adjust the NAFTA form template.

PLEASE NOTE that you will only see detail records that have a “Country” column set to “USA” or “US”. All others will be suppressed.