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Layout Designer: The ABCs

Layout Designer is a QuickBooks tool you can use to customize your forms to give them a professional and distinctive look for your business. You can use Layout Designer to customize the look of your invoices, sales receipts, estimates, credit memos, statements, and purchase orders.

Open Layout Designer


At the top of each form, choose an existing template and click New Template or Edit Current Template.

Choose what goes on the template

When you customize a template, you can choose what information shows up on the form using the Fields window.

Format the template


Add a logo, change the fonts, add text boxes or borders or lines or a background image. Your options are wide open.

 

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