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Select the template for your form

You can select a template when you're in the Templates list or you can change the template when you're in the form.

You may find it easier to choose a different template in the form window, and to select a template to customize in the Templates list—but it's your choice which one you'd rather use.

Before you begin, we highly recommend that you download predesigned templates from the QuickBooks Template Gallery.

From the Templates list

To do this task

  1. Go to the Lists menu and click Templates.

  2. Click the Type column heading to find all templates with the same form type.

    How do I know which template to use?

    Since it's easier to change an existing template than to start from scratch, choose the template that's closest to how you want your form to look. You can choose a different template at any time, but you'll have to reenter the information in the form when you do so.

    Although you can customize any template, starting with a template that's close to the way you want your form to look makes it a lot easier to customize your forms.

  3. Single-click—not double-click—the template to view and then click the Open Form button at the bottom of the list.

    Templates menu button

  4. See how the form looks onscreen and in print preview to decide if this is the template you want to use.

    "See how form looks" expando topic goes here
  5. Continue selecting and viewing templates until you find the one you want to use.

    If you don't see one you want, you can download more for free from the QuickBooks Template Gallery.

From a form

To do this task

  1. (Optional but recommended) Download predesigned templates from the QuickBooks Template Gallery.

  2. Open the form to use. For example, to open the invoice form, click Invoices in the Customers section on the Home page.

    When you open the form, the template that was last used for that form type is the one that opens now. You can change the template in the form window.

  3. Click the drop-down arrow on the upper right side of the form and select the template you want to use.

    Templates list in form window

  4. Click Print Preview to see how the form will look when printed.

  5. Continue selecting and viewing templates until you find the one you want.

    If you don't see one you want, you can download more for free from the QuickBooks Template Gallery.

  6. Once you've found the template you want to use:

    • If you don't want to make any changes to the template, you can start using the form now.

    • To edit the template, click the Customize button in the upper right of the form to customize it.

      Note: If you receive a message about editing a predefined template, click Cancel and select a different template to edit. Predefined templates have limited options for customization.

    • To create a new customized form that's based on this template, duplicate the form and then customize it.

See also

KB ID# H_CUSTFORM_TEMPLATE_SELECT
9/26/2016 6:49:05 PM
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