How to Customize an Invoice Form in QuickBooks

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In Brief...

The following shows how to create a custom invoice in QuickBooks to meet the needs of your business.

This feature works the same in versions 2011–2016 of QuickBooks.

Instructions

  1. On the Home page, in the Customers section, click Create Invoices.
    Create Invoices

  2. In the Create Invoice toolbar, click Customize. The Customize Your QuickBooks Forms window opens.
    Customize Your QuickBooks Forms Window

  3. Click Customize Data Layout. The Locked Template message box opens.
    Locked Message Template Box

  4. Click Make a Copy. The Additional Customization dialog box opens so you can edit a copy of the standard QuickBooks form.
    Additional Customization Dialog Box

  5. Select among the Header, Columns, Footer, and Print tabs to access the form settings you want to change.

  6. On the Header, Columns, and Footer tabs, mark or clear the checkboxes for the fields you want to add or remove.

  7. Click Basic Customization.

  8. In the Basic Customization window, select the company information to include on the form.
    Basic Customization Window

  9. Click Manage Templates.

  10. In the Manage Templates window, in the Template Name field, type a name for the custom report.
    Manage Templates Window

  11. Click OK.

  12. To manually modify the layout and add images, click Layout Designer.

  13. In the Layout Designer window, resize fields, add fields, and align fields as necessary.
    Layout Designer Window

  14. To modify the appearance of a field, select it and click Properties.
    Properties Window

  15. To add an image or logo, click Add and select Image.
    Add Image

  16. In the Select Image window, navigate to and select the image to add to the form.

  17. Click Open.
    Select Image Window

  18. In the Properties window, click OK.
    Properties Window

  19. The image is added to the report form in the Layout Designer window. Select the image and then you can:
    • Click the image to move it.
    • Use the sizing handles to resize it.
    • Click and press Delete to remove it.

    Layout Designer Window
  20. Click OK to close the Layout Designer, click OK to close the Basic Customization window, and click OK to close the Additional Customization window.

To use the form in a new transaction, open the form window (e.g., Create Invoices) and select the form name from the Template drop-down list.
Template Drop=down List

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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