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Customize templates

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
  1. Choose Lists > Templates.
  2. Select the form you would like to customize.
  3. Click Templates > Edit Template.
    • Choose Templates > New if you want to design a form from scratch.
  4. Click Layout Designer.
  5. Customize the template as needed. Use the Layout Designer Help feature for further assistance in using the Layout Designer.
  6. Click OK.
  7. Click Additional Customization.
  8. Select, or click to clear fields as needed.
  9. Click OK.
  10. Click Manage Templates.
  11. Enter a unique name for the new template in the Template Name field (for example, My Company Invoice).
  12. Click OK.
  13. Click OK.


If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

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

KB ID# HOW12387
9/4/2015 5:22:51 AM
QYPPRDQBKSWS06 9125 Pro 2015 059c45