QuickBooks Desktop allows you to customize the way your invoice and other forms such as credit memo, sales receipt, P.O, Statement, Estimate and Sales Order. This article details the steps in customizing these forms and provides solution and workarounds to common issues and unexpected results.
To access the customization window, go to Lists > Templates then double click the template you need to work on -OR- if the transaction form is already open, go to the Formatting tab and click Manage Templates.
This option allows you to apply the design and format of a customized template (example: Invoice) to another template type (example: Packing slip).
QuickBooks Desktop also allows you to copy customized templates from one company file to another. This saves you time in personalizing templates for your estimates, invoices and other forms in case you have multiple company files or you need to start 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.
To export and import templates in QuickBooks for Mac:
Scenario: You updated to 2014 R6/R7 and your logos are blurry.
Quick Tip: This issue has been resolved in the latest release for QuickBooks 2015.
Go to the Update to the Latest Release web page.
IMPORTANT: Make sure your product is selected. If not, click the Change link and select your QuickBooks product.
Select and follow the instructions for one of the update options:
Scenario: When you print your Invoice or Statement, there are no lines or borders around the fields.
Possible reason: A preference within QuickBooks Printer setup determines whether or not lines or borders print. These preferences are set by individual form, so you may have lines and borders printing on some forms and not on others.
Quick Tip: You need to change the printer setup preference for a form.
Scenario: You send an invoice as a PDF and the appearance looks strange. To some, it might appear to be typed by a misaligned manual typewriter. Some fields may be OK while others are impacted.
Quick Tip: Go to the Layout Designer
Scenario: You attempted to export a custom template for a form you have created in Quickbooks and you receive the message: "Due to an error, template was not exported."
Possible reason: The custom template you are exporting may have a logo or image attached to the file.
Quick Tip: Remove the attached logo/image from the custom template you are trying to export.
Scenario: While importing a form template, you receive the error message:
An error has occurred in QuickBooks. Please restart QuickBooks and try again. If you continue to experience this error, please note the C=value and contact technical support. C=291
This error is then followed by a warning:
Due to an error, the template was not imported. This may be because the template type used to store this template is incompatible with the template type being used to read it.
The forms templates in QuickBooks Desktop are not compatible with prior years. If you created a template in a newer version of QuickBooks Desktop, and need to have a copy in a prior version, you need to recreate the template manually.
Scenario: When printing invoices which use custom templates, nothing happens even though a message appears that the page is printing.
Possible reason: The QuickBooks Desktop or Layout Designer preferences may be damaged.
Quick Tip: You need to delete and rebuild damaged preferences file to fix the issue.