

Customizing Your Payment ReceiptsĮasily customize their payment receipts in essentially the same way they customize other QuickBooks standard forms (like invoices and purchase orders) reducing the time to learn form-customization.
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And because there was only a single payment receipt format, there was no way to configure templates for different payment receipt purposes or set a default template for the most common day-to-day uses.īut for 2021, QuickBooks Desktop offers Customized Payment Receipts that allow business owners to have a consistent, professional look for all of their business communications to customers including payment receipts that conform to their other standardized QuickBooks forms. The standard payment receipts were limited in the data they provided, without much of the information customers or business owners needed, and no way to elaborate on customer payments.

QuickBooks users weren’t able to edit payment receipts to add their Company log or include appropriate fields as they could with the rest of QuickBooks forms (invoices, purchase orders, etc.). Probably one of the features that QuickBooks Users have awaited the longest of any of those delivered in 2021 is ‘Customize Payments Receipts.’ When it comes to standardized custom forms within QuickBooks Desktop ‘Payment Receipts’ have always been the ‘oddball’. This article is one in a series of individual product features intended to provide additional content to that within our QuickBooks Desktop 2021 product synopsis.

Insightful Accountant has been evaluating various pre-release versions of these products for months and has spent hours communicating with Intuit personnel, including product managers and developers, so we can help you learn about the new products. Intuit recently released QuickBooks 2021 Desktop.
