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Use and customize templates in QuickBooks Desktop

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.

Detailed instructions

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.

Common issues and unexpected results
KB ID# HOW12387
2/21/2017 5:35:51 PM
PPRDQSSWS407 9138 Pro 2017 0785bb