Forms - Topics List

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Using forms

• · Using forms

• · Finding forms

• · Choosing preference settings for reports and forms

• To choose a font for all forms

• To choose settings that affect all reports and forms

• · Choosing a form for checks

• · Choosing a form for labels

• · Choosing a form for sales and purchases

• To email a single sale or purchase

• To email a batch of sales or purchases

• To email customer statements

• To fax a sale or purchase

• To save a sale or purchase as a PDF

• · Printing forms

• Choosing the form you want to print

• Printing test forms

• Printing "demo" copies of payroll tax forms

• Requirements for printing Forms W-2 and W-3

• To print a test form

• Reviewing forms before printing

• To print mailing labels

• To print an address on a #10 envelope

Working with payroll tax forms

• · Working with payroll tax forms

• Getting started with payroll tax forms

• To start working on a new payroll tax form

• To link payroll category items to fields on a form

• To edit information in fields on payroll tax forms

• To save drafts of payroll tax forms

• To edit the list of saved forms

• To edit a completed form

• · Preparing payroll tax forms for various reporting periods

• To work on periodic payroll tax forms

• · Preparing Forms W-2 and W-3

• To set up Forms W-2 and W-3

• Data fields on Form W-2

• Data fields on Form W-3

• · Preparing year-end payroll tax forms

• Working with 1099 vendors and forms

• To enter or change 1099 income amounts

• Data fields on Form 1099

• Data fields on Form 1096

• · Printing payroll tax forms

• Printing "demo" copies of payroll tax forms

• To print Forms W-2 and W-3

• To print 1099 forms

• To print Form 1096

Forms you can customize

• · Forms you can customize

• Check Layout

• Check Stub Layout - Regular

• Check Stub Layout - Payable

• Check Stub Layout - Refund

• Check Stub Layout - Paycheck

• Invoice - Service

• Invoice - Item

• Invoice - Professional

• Invoice - Time Billing

• Labels - Service

• Labels - Item

• Labels - Professional

• Labels - Time Billing

• Mailing Labels

• Packing Slip - Service

• Packing Slip - Item

• Packing Slip - Professional

• Receipts - Payment Receipts

• Receipts - Credit Card Receipts

• Purchase Order - Service

• Purchase Order - Item

• Purchase Order - Professional

• Statements - Invoice

• Statements - Activity

• · Supplemental fields from the Applied Payment Details window

• · Supplemental fields from the Card Information window

• · Supplemental fields from the Company Information window

• · Supplemental fields from the Item Information window

Customizing forms

• · Customizing forms

• · Opening a form in the Customize window

• · Customizing forms before printing

• To customize a form before sending

• · Customizing forms for later use (Setup menu)

• To customize a form for later use (Setup menu)

• · To change the size of a form

• · To change the margins of a form

• · To change the paper size for forms

• · To change text fonts for individual form fields

• · To use the layout grid

• · To add a background image to a form

• · To add data fields to a form

• · To add design elements to a form

• · To change or move elements on a form

• · To copy elements on a form

• · To remove elements from a form

• · Adding a picture or logo to a form

• · Adding a picture to a form background

• · To preview printed forms

Customizing Checks

• · Customizing checks

• To customize the check form

• To customize the stub form

• Displaying applied debit memos on check stubs

• To display applied debit memos on check stubs

• Adding a check form between two stub forms

• To add a check form between two stub forms

• To change check numbers in AccountEdge to match your printed checks

Customizing Labels

• · Customizing labels

• To change the size of labels

• To change the position of labels

Customizing Invoices, Statements & Purchase Orders

• · Customizing invoices, statements and purchase orders

• Printing item numbers on purchases

• To use the primary vendor's item number on a purchase

• To print your item numbers on a purchase