Fairbanks Interact QuickBooks Interface Module - Manual (Page 27)

07/08 27 51196 Rev. 1.0
3.3. CUSTOMIZING THE QUICKBOOKS INVOICE
The transaction date is transferred to the Service Date field in QuickBooks. By
default, this field is not active on in any of the QB default invoices. Follow the steps
below to create a custom QuickBooks invoice and active the Service Date field.
1. Start QuickBooks
2. Open the Create Invoice table
3. Click the Customize button above the invoice format drop-down list.
4. Enter a name for the custom invoice
5. Click the Columns tab
6. Click to place check marks in the Screen and Printed boxes.
7. Save and exit the customize tool.
8. Select the new Invoice from the drop-down list
NOTE: The order of the columns can be changed by renumbering them. The column
header can also be changed in this form.