Many existing transaction forms/templates are available in QuickBooks, such as invoice, sales receipt, estimate, credit memo, purchase order, and so on. There are a few options to customize forms and QuickBooks makes it very easy. You can tweak minor contents, such as company name and address display, or modify the format of the contents.
Three options are available for customizing forms:
1. Basic Customization
2. Additional Customization
3. Layout Designer
We will discuss basic customization below, while the other options will be discussed in the next blog.
Basic Customization
You can access available templates from
• Lists > Templates > click the Templates drop-down menu on the bottom left side and select Edit template, or
• Open any form, for example Create Invoice, and select the Formatting button on the top of the page, select Manage Template and press OK,
to open Basic Customization dialog box.
Manage Templates.
Pressing this will open Manage Templates dialog box to copy, delete, or download templates. You can do basic customization with existing template, but you have to make a copy of existing template if you want to do Additional Customization and Layout Designer.
Logo & Fonts.
Check the Use Logo box if you want to upload your company image and display it in your invoice. Selecting this box will open the Select Image dialog box to allow you to choose image from your source.
Select Colour Scheme.
Click the drop-down arrow to choose available colour and then press Apply Colour Scheme to apply it to your invoice.
Change Font For.
You can select from available menu to change their fonts and press Change Fonts bar to open fonts dialog box. You can then choose font, font style, size, and colour.
Company and Transaction Information.
Check any box to print the information in your invoice and uncheck it if you do not want to print it.
Press Update Information bar if you need to update your company information, such as, address, phone number, etc.
Anything you modify will be displayed in the right Preview pane. To make sure your modification works as you wish, you can also select Print Preview on the bottom right side.