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Layout Designer: FAQs

Have questions about customizing your forms with Layout Designer? Check out these tips.

I have pre-printed forms I use. How can I create a template that works with them?
To create templates that work with your own pre-printed forms, choose File > Print Without Labels to print your template without field labels. This will let you see the labels in the Template window while you are creating your template, but the labels will not appear on your printed form.
The default size for templates is 8.5" x 11" portrait. How can I change that?

To change the paper size, choose File > Page Setup to choose a different size or orientation.

When you change the paper size or orientation, the Template window canvas size changes too. The page setup is saved with the template so that all transactions that use the template will be formatted according to the template settings.

What happens to a template I customized in a previous version of QuickBooks for Mac and then upgraded to the most recent version of QuickBooks for Mac?
Templates created in the 2010 and 2011 versions of QuickBooks for Mac will work in 2014. For templates created before the 207 version, it will appear in the Template pop-up menu on your forms as “QB2007 Custom Invoice.” You can continue to apply the template to transactions and print it, but you will no longer be able to edit it.
Can I use templates I created in QuickBooks for Windows?
No, QuickBooks for Windows saves templates in a different format and will not be converted for use in QuickBooks for Mac.
Can I apply my template format to another template?
You can copy and paste fields and other objects to another template, which will preserve the formatting of the objects. If you are pasting fields into a different form type (for instance invoice fields into a purchase order), any fields that do not apply to purchase orders will not be pasted. A template can only have one set of columns, so you cannot copy and paste columns into a template that already has a set of columns.