Can I Create More Than One Template For Packing Slips In Quickbooks

QuickBooks Packing Skid Creation and Printing

How to Create and Print a Packing Slip in QuickBooks

QuickBooks is not a huge packing slip fan! Equally a matter of fact, the only identify you will find whatsoever reference to packing slips, is in the drop downwardly listing where you go to select templates for either sales order or an Invoice, and it is just bachelor in the Premier and Enterprise versions.

So, if you lot are using either of these, the kickoff thing yous need to practice is to plough on the Sales Lodge preference in QuickBooks if information technology was not already turned on. If it was turned on, you will see the Create Sales Guild selection under the Customers menu. If it is non at that place, go to: Edit at the top bill of fare bar and select Preferences. Next, click on Sales & Customers, and so Visitor Preferences at top eye. Now, check the box to the left of Enable Sales Lodge and click Ok. (QuickBooks will and so shut all open windows in society to accept the inverse preferences.)

Now, here is how you lot Create and Print a Packing Slip in QuickBooks Premier or Enterprise

Step one. Get to Customers at top menu bar and click Create Sales Orders

Pace ii. Click on the dropdown to the right of "Template" every bit shown in the screenshot below, and select Intuit S.O. Packing Slip

Footstep 3. Complete all fields and click Save & Close or Save & New to create new packing slip.

To Print Packing Slip in QuickBooks Premier and Enterprise

Step 1. Go to File at summit menu bar, click on Impress Forms and select Sales Orders

Step 2. Check the box(es) to the left of the packing slip(s) you want to print, and click Ok

To Edit Packing Slip in QuickBooks Premier and Enterprise

Step 1. Go to Customers at acme menu bar and click Create Sales Orders

Pace 2. Click on the dropdown to the right of "Template", and select Intuit S.O. Packing Slip

Pace 3. Click the blue arrow pointing left, at acme left of Sales Club screen until you get to the sales order in question. See blueish arrow in screenshot below.

Stride iv. Make the edits, then click Save & Close.

Annotation: Different some software that has a special card to create and print packing slips, QuickBooks simply views a packing slip as just some other version (template) of either a Sales Lodge or an Invoice. What this means is that the Sales Order and the Packing Slip volition be using the same template, and when you go to create the Invoice, only one will be used by the Invoice. (You can choose to utilise the Packing Skid if you are Invoicing for only what you are shipping).

Also, you lot will not exist able to tell the difference as both the Packing Skid and Sales Guild will be listed every bit Sales Order. As such, you lot will need to requite the Packing Slip a unique number such equally PS437 etc. (PS of course for Packing Slip) and SO437 etc. (Then for Sales Lodge). When you use the above letters to place each, you volition be able to come across which is which when you mouse over Sales Order in the Create Invoices screen. Yous can edit the Packing Slip as needed to evidence only what is being packed.

Also, note that since only i or the other (Packing Slip or Sales Order) will be transferred to the Invoice, the one that is not used will remain every bit unused in the Create Invoices screen. Even so, this will not affect whatsoever reports.

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