Quickbooks Support

How to Add or Modify Supporting Documents in QuickBooks

When you are up to create Statement Report in QuickBooks, you can do this action with the help of Report Designer attribute offered by QuickBooks. There is need of adding supporting documents to keep up a valid record of things to analyze what you have done in a proper way. To add a cover letter document to the Financial Report Contents with the help of Report Designer for the purpose of bestowing good impact. In case, you forgot to add documents at the time of Report Designer Setup in QuickBooks, then no need to worry at all as you can add it with the help of Document Button available in the Report Properties panel.

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Apart from this, if you are willing to change supporting documents available in QuickBooks, you simply need to follow the given steps in an exact way as suggested by QuickBooks support experts.

Step 1: First, you need to open “Statement Writer Report” from the “Document Action Panel” in order to expand properties of statement panel to continue the task.

Step 2: Here, click the “Document” button, this step will open “Add or Modify Supporting Document” dialog box for displaying all set of documents included in the statement report on the current basis.

Step 3: Above step will open “From Templates” window, you have to click on “Add” button available on “From My Computer” window.

Step 4: In case you are selecting “From Templates” option, “Insert Document” dialog box will open. From where you have to select the desired template document available on the lower half of the window, additionally, click the arrow pointing to the right for including documents in the “Financial Report Contents”.

Step 5: Click “Ok”, this will open new documents displayed in the “Add or Modify Supporting Document” window.

Step 6: At the time of document selection, click “Rename” or “Delete” tab in accordance to your need.

Step 7: Now, if you are willing to modify a selected document, click the “Open” tab, this will automatically launch the word with the help of QuickBooks Statement Writer, which is commonly referred as QSW.

Step 8: Above attempt will surely save your time in terms of customising financial templates which you can use at the time of dealing with multiple numbers of clients while creating Statement Writer Reports.

With the help of above step guide, you will be able to add or modify available supporting documents in QuickBooks with an ease. In case you are still dealing with any kind of issues, then please call us now at 1 ( 877 ) 227 2303 anytime if need to avail help from well certified and experienced QuickBooks Support professionals.

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