Layout Designer: Changing how a form looks
You customize the look of forms in QuickBooks (invoices, sales receipts, estimates, credit memos, statements, and purchase orders) by applying a template to them.
Open the form, then choose a template from the Template pop-up menu at the top of the form.
Things to know:
- QuickBooks provides several standard templates. And if those templates don't work for you, keep reading.
- You can customize a template. Select the template in the Template menu and click Customize. Layout Designer will open and you can use it to choose the information you want to see on the form or change the form's format. You can't change the standard templates, but you can customize them and save them under a different name.
- You can also create a new template from scratch. From the Template menu, select New Template. Layout Designer opens, and you can design to your heart's content.