Want to manage the Template List? QuickBooks allows you to do many things with the Template List. This QuickBooks training video shows you how to change the view of your templates, status, and duplicate a Template to customize it.
About The Author
Marjorie Adams
Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.
Thank you very much for the lesson. It was explained very well. I am new at quickBooks and I will recall how to create a customer account. I appreciate it. I will be volunteering for a non-profit organization and they want me to assist in QuickBooks. These small presentations you have on your website will help me a lot. I know this is the beginning but we have to start somewhere.