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How to use your forms

Forms (such as invoices, estimates, and POs) in QuickBooks have all kinds of gadgets to put data at your figertips and make using the forms a snap.

Find a form you've already created

The view to the left of the form shows all the forms of this type that you've created before. (If you don't see this view, click the left View button.)

Create, delete, or copy a form

Use the list in the left view of a form to create, delete, or copy a form. (If you don't see this view, click the left View button.)

Share a form

You have several ways to view and share your form: print, email, or preview. Preview changes the window to show you what the form will look like when it's emailed or printed. To go back, click the Preview button again.

Customize the look of the form

You can select another template to change the look of your form. Just select the template from the Current Template list. QuickBooks provides many templates for you to choose from, or you can select New Template to create your own using Layout Designer. To edit the current template, choose Edit Template.

View a summary

When you select a customer or a vendor on a form, the view on the right shows a summary of your transactions with that customer or vendor. (If you don't see this view, click the left View button.)