Thank you very much for all your time and offer to allow me to ask more questions.
Great idea to start with our templates. Please advise the best way to do it via word or can we use on the existing QB templates and thereafter modify. As an example. If I look at the generic sales invoice template: Can I remove the item name but retain the Description of the item, add other fields, move the fields eg. (show the GST as the last field), remove dates etc.
In MYOB is is a nightmare to create invoices and I am hoping it is a relatively stress free process in QB where we can use the existing templates and thereafter add/remove fields and of course customize our free text vs. creating a template from scratch in word and thereafter mapping fields (which is prone to error!)
The templates that we will be using will be for
Purchase order quotes
Purchases
Sales Invoices
Sales quotes
Sales Order
and not sure if there are others.
Will be awesome if I can do this in the trial version and thereafter import. I will one step ahead before go live date.
Thanks again ;-)., I appreciate you putting up with all my questions and prompt reply
