Printing to pre-printed 3 layer carbon invoices

I work for a pest control company. We need to print out certain customers based on when they are due service. Most are twice a year others once or even 3 or 4 times. Long story, but the gist is that my company updated to quickbooks pro 2011. Now in the old version I used the statement template or whatever it was called to adjust the print fields so they lined up on our forms. Could only do the address, mostly due to how the old boss had QB setup. I spent the other day doing the same thing in 2011, no problem. Got it all lined up and was even able to add more fields for the price of service, phone number, etc. It was going to be perfect. Now in old QB the boss had made like 14 new types of customers to account for all the variations in service. He used Q1, Q2, ..Q17. So I would print statements and selecs customers of type Q1, Q7... for all the types due for that month. One type at a time, some types printed 50 customers other types 5. That was just the first idea I had for using the printer rather than hand writing all the forms and I just used it. Now in 2011 it was going to be easier because my new boss(old bosses daughter) set up jobs for all the customers based on the month. So for may I just print may. That does work for making a report with the filters, but in the statement print options there is only an option for chose by customer type, and she didn't define the customers that way. I'm wondering what I can do to print the right customers for the month? Do I have to customize a different type of form that will allow me to print by job type? Can I add job type to the statement print options? We can go and manual define all the customer types, but that has the problem of some customers being May and Aug, some being May and Sept, others April,June and Sept, etc. So they dont fit into easy categories for printing by month. Thus the Q's my old boss used. If I defined the customer type as: May Sept would that print for type May and type Sept? It would be easiest if I could use statements since I have that template made already, but now I know how to customize in 2011 so another form won't take so long. Is there any

3rd pater software or apps that would help? Or export to excel and print? Any Ideas will be greatly appreciated.

Thanks, Scott

Reply to
Bong
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The create Statement options are very limited. You can select by individual customer or customer type as your old boss discovered. It is not a function of the statement template but a function of the options in the program.

If you want to define a customer as "May sept" then when you do the may statements select that customer type.Plus you would select those that are "May". (you can only assign 1 customer type per customer)

You might review the customer types your old boss had setup rather than reinventing the wheel.

As for 3rd party software look on this site:

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Reply to
Laura

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