(If you had a previous design, saving the changes for the new design will not overwrite the previous one. You can now use the same template for the forms you saved it to. After selecting the templates, click Apply. If you want to apply your design to more templates, click Show All Templates.) Step 6. (The standard view of the Apply Design window is your default templates. Right Next to the design you want to use, click Re-apply to Forms. Click the My Saved Designs link near the top of the window. Click the Formatting tab, then the "Customize Design" drop-down arrow and select Customize Design Step 3. Go to Customers, and select Create Invoices. How to Apply a Form Template Design to Multiple TemplatesĪfter you have saved a design, you can apply it to several templates at once: Step 1.
See my completed customized form template in the screenshot below: Click Ok when you are pleased with your form template. If you would like to change the color of the borders on your template, click on the drop-down icon at Select Color Scheme and select your color, then click Apply Color Scheme. Now, change the font of the form by clicking on Change Font and choosing the font type, color, and size you require. You can also click on individual lines, and drag it to widen or narrow each row or column. Click on each field you want to align, and drag it to where you want it. You will be taken to the screen as shown in the screenshot below. Next, click on Layout Designer to line up the rows and columns the way you want them. Screen options chosen will be displayed only on screen, and print options chosen will be printed on forms.) Step 5. (There are two options for each tab (screen and print). Next, click on Header and check the boxes for the options you want added to the form, then Columns and check the required boxes, then Footer. You will be taken to a screen as shown in the screenshot below: Click Additional Customization at bottom of page. QuickBooks will open it in your form template, and you will get to customize it later. Check the box next to Use Logo, and select your logo from your local file (hard or flash drive) and click Open. The preview will be there to the right of the page as a guide so you can see the changes as you make them: You will then be taken to the Basic Customization window as shown in the snapshot below. From the list of forms in the new "Template" window, double click on the form you want to customize.
Go to the List menu, and select Templates. QuickBooks Forms Customization How to Customize Form Templates in QuickBooks
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