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Why create a custom layout?

Each business form that you use in QuickBooks has its own layout—that is, its own arrangement of fields and columns for entering information. If the layout of a particular form doesn't meet your needs, you can create your own custom layout and use it instead.

Here are a few examples of what you can do with a custom layout:

  • Give your company name, address, and logo special treatment on the form. For example, you could center the logo at the top of the form and put your company name and address in a special font immediately below the logo.

  • Enlarge a custom field so that it can hold more information. For example, if you're using a custom field to enter email addresses, you can lengthen the field so that it can hold a long email address.

  • Position the customer's billing address so that it coincides with the address window in the envelopes you use. (You can also remove the box around the address so that just the address shows through.)

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