Customizing Forms in QuickBooks Desktop Edition

Basic customization

If you are on the look for something that helps you customize your templates efficiently, Basic Customization is obviously the right choice. You may make use of it in two different ways.

• From QuickBooks Lists menu, press Templates and double click on the template you want to customize.
• In the transaction form, visit the Formatting tab and choose Manage Templates.

The following are the options available in windows:

Manage Templates: As soon as you choose this button, you will arrive at the screen wherein you get the opportunity to view the list of templates for a particular format. Here you can Copy, Delete or Download Templates (applies to the US only). If you want to rename your template, you can do the task on this window itself.

Add your logo: Choose the box called Use logo in case you desire for your company logo to appear on invoices and other similar forms. If this is the first time you are using a logo, a window will open when you select it. However, if you have used logos previously and want to change it now then, you may choose the Select Logo button to select the image you want to use.
For best results, use a logo image that is square in shape. Your logo image will be decreased and sized to fit into a square. You need to use .jpg format instead of formats that have transparent background (.gif, .png, .tif). This protects the pixelated logo. If you have problems with the logo after saving it as PDF, please refer to the logo.

Change fonts and colors: With the help of this section, you may easily be able to customize your fonts and make other changes in your template to make it look original and clean.

In the Company & Transaction Information area, you get the opportunity to choose the contact info you desire to make occur on the invoice. You may also change information by clicking on Update Information. When you add information, you will need to select the Layout Designer to move the information where you want it to be shown.

Additional Customization: When you choose this section, you get the chance to remove/add any information of your choice on the header, columns, and footer of the form as they appear on your screen and the printed copy. You may also give a unique title for each header, column or footer. You can also set printing options (Print orientation, etc…) by going to the Print tab.

Also Read: How to Register or Activate QuickBooks Desktop?

Layout Designer: If you wish to if you opt to add or remove header/columns from the template, this is where you should be. Layout designer permits you to move and resize items and information on your template.

Print Preview: The right side of the screen gives you a quick preview of the template and the amends you have created thus far. When you select the Print Preview button, you’ll see how your form will look like once printed.

Duplicate or make a copy of a template

This option permits you to create the design and format of a customized template (example: Invoice) to another template.

Step 1: From the Lists menu, press Templates.
Step 2: In the Templates list, choose the template you want to copy.
Step 3: From the Templates drop-down, press Duplicate.
Step 4: Choose the type of form you want this template copy to be used for.
Step 5: Select OK.
Step 6: You may now use the copy of the template with the type of form you indicated. You are required to change the name of the template and the title (from Invoice to Estimate)

Export/import templates

You may copy customized templates from one company file to another. This, in turn, saves you time in customizing templates for your estimates, invoices and other forms if you have various company files or you can to begin a new company in QuickBooks Desktop. Exporting then importing the template also helps prevent damaged templates when sending portable files or converting your company files. However, the following limitations are important to remember:

1. You cannot import personalized templates built-in latest versions of QuickBooks into previous versions.
2. You cannot import templates built-in one regional version of QuickBooks into another. For, example, the Canadian version of QuickBooks can’t export templates to the U.S. version.
3. You cannot export templates made in QuickBooks for Mac to other company files. They are confined to the company file in which they were built (applies to the US only)
4. You cannot copy or import templates in QuickBooks for Windows into QuickBooks for Mac. All customized templates that were made in QuickBooks for Windows have to be remade in QuickBooks for Mac (applies to the US only).

If still, you are facing the same issue, contact our QB experts at QuickBooks Desktop Tech Support Number +1-877-221-952O.