Monday, January 18, 2010

QuickBooks: Customizing Forms

A client asked: I know how to customize reports but how do I customize forms?

To customize a form, you need to do the following:

* Select Lists > Templates > Open the drop-down at the bottom
* Select Edit Template > The customization window appears

* Check 'Use Logo' if you want to include your logo on the form
* Browse to an image file > click OK

* Select color scheme (variety of colors) and click Apply Color Scheme
* Change the font for various components of the form

* Check or uncheck items that you want to appear on the form
* Click Update Information > click Print Preview to view your form

Click OK to return to the list of templates. The customized template will now be used when you select the form.

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