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Customize templates

Some companies may have multiple companies operating in the same company file, different dba's, or want to display different information on printed transactions other than what is already listed in the company information. The company information on the printed invoice will normally come from the whatever is entered in Company Information. If the information entered here is something that is not desired on the printed transaction, the template for that transaction can be customized directly to print the desired information.

Use the QuickBooks Layout Designer to create customized invoices, sales receipts, estimates, credit memos, statements, and purchase orders that help present a more professional and polished look for your business.

Detailed instructions

To Enter information directly on a transaction Template:

  1. Click Lists > Templates.
  2. Select the template to customize.
  3. Click Templates > Edit Template.
    Note: If the template is a default template, make a copy of the template.
  4. Click Layout Designer.
  5. If the field is already on the form (i.e. Company Name), Right click on that text and select remove.
  6. At the top of the Layout Designer, click Add.
  7. Select Text Box.
  8. Enter the desired text and other text customization (Font, size, justification, etc.).
  9. Click OK.
  10. Position the Text box in the desired location.
  11. Click OK.
  12. Click OK.
  13. Repeat steps for other templates as needed.

When ever this template is selected on the appropriate transaction, it will print the information entered in the text box.

Other articles to try

Customize your forms (Credit Memo, Estimate, Invoice, Purchase Order, Sales Order, Sales Receipt, Statement)

KB ID# HOW12387
11/27/2015 2:38:53 PM
QYPPRDQBKSWS02 9132 Pro 2016 001f2b