QuickBooks Online Customizing Packing Slip

Looking for insights of QuickBooks online customizing packing slips in an easy language? Here in this article, you will get information regarding creating, editing, and printing packing slips in QuickBooks Enterprise & Premier.

A business needs to have the facility of a customized packing slip. However, this feature is not yet available in QuickBooks Online. What you can do is convert and save the packing slip in PDF format and then use a PDF editor to edit the packing slips.

1. Creating Packing Slip in QuickBooks Online

In a few versions of the QuickBooks Online, Packing Slips are also termed as Delivery Notes based upon the country you are using QuickBooks in.

A. Printing the Packing Slip

  1. Go to the left menu and select Sales or the Invoicing
  2. Then select the Customer
  3. Choose the name of the customer, to get the list displayed which holds their transactions
  4. Then put a check mark at every box adjacent to the sales receipt or invoice, for which you are willing to take out the print of the Packing Slip.
  5. Under the drop-down arrow of Batch actions, choose the Print Packing Slip/Delivery Note
  6. After that, you will see the screen of print preview opening up, select the options of printing and then preview and proceed with printing

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2. Creating Packing Slip in QuickBooks Enterprise or Premier

A. Step One

Go to the Customers from the top of the menu bar and then tap on Create Sales Orders

B. Step Two

Tap on the drop-down present at the right of the Template and then choose S.O. Packing Slip

C. Step Three

After completing all the fields, Save & Close, or you can also tap on Save & New if you are willing to create the new packing slip.


3. Editing the Packing Slip in the QuickBooks Enterprise and Premier

To QuickBooks Online Customizing Packing Slip follow the steps provided below:

Total Time: 5 minutes

  1. Create Sales Orders

    At the top menu bar, go to the Customers and then tap on, Create Sales Orders

  2. Select The Intuit S.O. Packing Slip

    Now on the right side of the Template tap on the drop-down and then select the Intuit S.O. Packing Slip

  3. Find The Sales Order

    Tap on the blue arrow, which is pointing towards the left, present at the screen of Sales Order, keep clicking on it, until you find the sales order which is in question.

  4. Make the changes

    Make the changes, you wanted to make, and then tap on Save & Close

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Issues Faced by the Users

How to customize the packing slip? You also want to get โ€œApproved By, Checked By, and Prepared Byโ€ added below every invoice, how to proceed with the same?

Or

How the template of the packing slip can be edited? You have tried changing the invoice template lots of times, but the layout of the packing slip remains the same. How this issue is resolved?

Infographic to QuickBooks Online Customizing Packing Slip

Infographic to QuickBooks Online Customizing Packing Slip
Infographic to QuickBooks Online Customizing Packing Slip

If you too have any such issue or something else is bothering you, then without giving it a second thought, get in touch with our SMB QuickBooks tech support helpdesk. We assure you that experts at the SMB QuickBooks customer support team will serve you in the best possible way. Dial our 24*7 smbaccountants.com to get in touch with our experts.

FAQs

  1. What is a packing slip?

    A packing slip referred to a business document containing information about the package. The slip’s primary vision is to inform logistic agenesis, or government authorizes & clients about a package’s content.

  2. How do you Create a Packing Slip in QuickBooks Premier or Enterprise?

    ๐Ÿ’  Locate Customers Tab in the menu bar
    ๐Ÿ’  Hit on Create Sales orders
    ๐Ÿ’  Choose the drop-down button appearing on the screen.
    ๐Ÿ’  Hit on Intuit S.O. Packing Slip
    ๐Ÿ’  Fill in all fields and then choose the Save & Close button.
    ๐Ÿ’  Click the save & new tab to create a new Packing slip.

  3. How can I Print Slip in QuickBooks Enterprise?

    ๐Ÿ’  Locate file button appearing at the top of the menu bar
    ๐Ÿ’  Hit on Print Forms and then choose Sales Order
    ๐Ÿ’  Select the boxes displayed to the left of the packing slips you need to print
    ๐Ÿ’  Choose the OK button


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