Learn how to use and customize form templates in QuickBooks Desktop.

In QuickBooks Desktop, you can create custom templates for forms. You can customize these templates to control how they look and what information to include.

• Invoices
• Sales receipts
• Estimates
• Statements
• Purchase orders
• Bill payment stubs

Here’s what to do.

To access the form templates list:

• Go to the Lists menu and select Templates.

Note: If you’re using QuickBooks Desktop for Mac, here’s how to customize form templates.

How to customize form templates

1. Select the type of form you’d like to customize.
2. From the form, select the Formatting tab then select Manage Templates.
3. Select a template to preview, then select Copy to create a new template or select OK to edit the template.
4. Use the basic customization window to:
   1. Add your logo: Select the Use logo checkbox if you want your company logo to appear on your form. If you want to change your logo, select the Select Logo option to select the image you want to use.
   2. Change fonts and colors: This section lets you personalize fonts and colors for certain details used in the form, like company name, labels, and data.
   3. Change company & transaction information: Here you can select the contact information you want to appear on the invoice. You can also change any of this information by selecting Update Information.
5. Select Additional Customization to add or remove the items from the header, columns, or footer. Then select Layout Designer to move or resize items on the form.
6. When you’re done, select OK.
7. Select Print Preview to see your form. If everything looks good, select Close.
8. Select OK.