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.)
- Use your keyboard's arrow keys to scroll down the list or use the Prev/Next buttons at the top of the form.
- You can also sort this list. Click the arrow next to "Sort by..." and choose what you want use: Date, Amount, Number (on the form), or Customer (Name). You can also click Ascending from this list to sort the forms in ascending order.
- You can filter what forms appear in the list. Enter any text or numbers and the QuickBooks filters the list to only show the forms that contain what you enter.
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.)
- To create a new form, click Create ... at the top of the list in the left view, or click the + at the bottom of the list.
- To delete a form, select the form in the list and click - at the bottom of the form.
- To copy the form, select the form in the list and click
.
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.)