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Choose a different template for forms

Use the Manage Templates window to select another template for your form. This will quickly change the form's appearance. You can also use this window to copy, delete, or download templates.

To do this task

  1. Open the Manage Templates window.

    To do this task

    1. Open the type of form you want to work with.

      For example, to open the invoice form click the Home icon and in the Customers section click Invoices.

    2. Click the Customize drop-down arrow and then click Manage Templates.

      Note: If you don't see the Customize drop-down arrow, you may need to resize or maximize the window.

  2. Click each template in the list to preview that template. The template appears in the Preview section of the window.

    If you don't see one you want, you can download more for free from the QuickBooks Template Gallery. Be sure to click Open (not Save) when you download a form from the template gallery to ensure that it appears in your templates list.

    Note: Templates for preprinted forms usually begin their names with "Intuit"—you can make only limited changes to these types of forms.

  3. Do one of the following:

    • To use an existing template, click the template name to select it.

    • To create a copy of an existing template, click Copy and rename the template in the Template Name field.

  4. Click OK to save the template and return to the Basic Customization window where you can add logos, change the color scheme or font, add company information, or add a status stamp.

  5. Click OK again to return to the form and start using the template.

See also

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