Contact person: Business Client

Phone:Show

Email:Show

Location: Lincoln Park, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need the three customer-facing documents my team has used for years in Sage50—Invoice, Purchase Order, and Delivery Acceptance—rebuilt as fully editable, ready-to-use templates inside QuickBooks. The goal is simple: when our staff switch software, our clients should barely notice. Fonts, logo placement, column headings, footers, sequential numbering, and every other visual cue have to match the Sage50 originals so that printed or emailed forms look identical to what we send today.

I will supply high-resolution PDFs of each Sage50 form, along with any source graphics and the field mapping I currently use. Your task is to recreate those layouts in QuickBooks’ custom form designer (desktop or online—let’s discuss which version best suits your workflow) and return importable template files plus brief instructions for loading them on our end.

Deliverables:
• QuickBooks Invoice template matching the Sage50 layout
• QuickBooks Purchase Order template matching the Sage50 layout
• QuickBooks Delivery Acceptance template matching the Sage50 layout
• A short guide (screenshots or video) showing how to install and activate the templates

Everything must be tested in QuickBooks so that data such as customer details, itemized lines, taxes, and payment terms pull through exactly where they should. If you have prior experience porting forms between accounting platforms, let me know—the closer you can get to pixel-perfect, the better." (client-provided description)