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Layout Designer: Choosing what goes on a template

In Layout Designer, use the Fields window to choose what information you want displayed on the form. You can choose to show fields only on the screen in QuickBooks, on the printed form, or both. You can also use Layout Designer to customize the look of your invoices, sales receipts, estimates, credit memos, statements, and purchase orders.

Tip: You can also change the format of the form, such as adding a logo or changing the font.

To use Layout Designer:

  1. Look for the Template field at the top of a form. Choose an existing template and click Customize, or choose New Template.
  2. Make your changes and choose File > Save or File > Save as to save your template.

Using Layout Designer to choose what goes on your forms:

Layout Designer

A QuickBooks tool you can use to customize your forms. To open Layout Designer, look for the Template field at the top of a form. Choose an existing template and click Customize, or choose New Template.