Template Dimension

Modified on Tue, 25 Jun at 4:52 AM

Overview

Templates in QuickBooks are generally used for forms and printing forms, or discerning stages in the sales process. They are used in the following transactions:

Invoices
Sales Receipts
Credit Memos
Estimates
Sales Orders
Purchase Orders

Use Templates in the Sales data models to Categorize certain types of sales.

Use Templates in the Job Cost Details to separate Original Estimates and Change Orders (caveat: you can't create a negative Estimate/Change Order).

QQube Implementation

Usage

Customers	Sales Open Sales Orders Accounts Receivable
Operations	Purchasing Open Purchase Orders Inventory Management Job Cost Details
Finance	General Ledger Detail Profit and Loss Detail Cash Position
Auditing	NONE