Pinning a Document to Excel or Word

This is a cool trick I learned some time ago. I have a file in Excel that I inevitably need however it’s not a file that I use all the time and forget where it’s saved. Rather than searching through my documents to find it I pin the document to Excel for easy retrieval.

Both Excel and Word allow you to “pin” a file to Recent Documents. This will keep the files you need in Recent Documents thus allowing easy access.

To pin a document in Excel or Word 2007 open the document that you want pinned. From the Office button under Recent Documents you will see a push pin to the far right. Click on the push pin. The pin will turn green to indicate you have pinned the document to Recent Documents.

To pin a document in Excel or Word 2010 open the document you want pinned. Select Recent from the File menu. To the right you will see the push pin under Recent Workbooks. Click on the push pin. The pin will turn blue to indicate you have pinned the workbook to Recent Workbooks.

 

Adding a Background Image To Your QuickBooks Invoice

In an earlier post I talked about customizing your QuickBooks invoice. What I would like to address here is how to add a background image to your invoice.

First choose the image you would like to add as your background. Try to keep the graphic simple, you don't want your background competing with the information provided on your form.

In QuickBooks do the following:

• From the Lists menu choose Templates
• Select or click on the template you want to add a background
• At the bottom of the Templates window click on the Templates button and select Edit
• Click on Layout Designer
• At the top of the Layout Designer window click on the Add drop down box and select Image
• In the Select Image window navigate to the file containing the background graphic
• Double click on the image
• Answer OK to the Warning window
• You should see your image in the Layout Designer
• Expand the image by selecting a corner and dragging outward
• Position the image into the desired location
• Click OK to accept the changes
• Click OK to save the template

Your Friendly QuickBooks Advanced ProAdvisor
925 Office Pros, LLC