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Customize the Design of a Form

This article is about customizing the design of a form (background, image, logo, fonts, style, grid).
Detailed instructions
You can easily create a new design that reflects your business identity, or brand and use if for all your QuickBooks forms (invoices, sales receipts, and more). It's an easy, 4-step process.
  1. Click Lists > Templates.
  2. Click Templates > New.
  3. Select the type of template you want to create.
  4. Click OK.

Step 1: Select a background and logo

  1. Select a background from dozens of different designs, including some that are industry-specific.
  2. Upload a graphic file to use as a logo.
  3. You can also have a logo created for you (for a small fee).

Step 2: Select colors and fonts

  1. Select the color to use for the text on the form and the grid that contains transaction data.
  2. Select a font to use for your text
  3. Select the information about your company to appear on the form.

Step 3: Select grid style

  1. Select how you want the grid that contains transaction data to appear.

Step 4: Review design

  1. Review your design, then apply it to your forms.
  2. When you're done, you can save yuor design online and apply it to multiple form templates.
KB ID# HOW13217
3/28/2017 6:31:40 PM
QYPPRDQBKSWS07 9138 Pro 2017 17c87b