Friday, March 13, 2009

Customizing templates with layout designer

My last post also prompted me to post something specifically about Layout Designer.  It has been great!  It was really easy for my wife to create custom, professional looking invoices that actually looked quite different than the standard QuickBooks ones.

As I mentioned before, I was actually kind of surprised that this is available in the lower-level EasyStart.  It seems like something that should be reserved for Pro or higher.

A few other comments about our experience with the layour designer:

- it was a bit difficult explaining to my wife the difference between a 'label' and a 'field'.  ie, something that is static, versus something that is dynamic (different on every invoice).

- the main table of the invoice, with the columns & headings is a bit cumbersome to use.  Especially since you edit the table area in a completely different way than when you edit a label, or add a new field.

I can see why some customers would be upset about not being able to bring their templates forward from pre-logan, they probably spent a lot of time customizing them to their needs (as we did)

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