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LauraAB
QuickBooks Team

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Hello Mouselette,

 

Don't worry! I can help lead the way to where you can go to customize your customer statements in QuickBooks Desktop. Once you know the way, it's fairly simple, and you can get to testing out the customization options. Here's how to get there.

  1. Select Lists from the top menu.
  2. Choose Templates.
  3. Double-click the form you'd like to edit or click Templates, then New to create a new one.

You can try changing the wording of the existing columns and fields or add your own. Keep in mind if you add your own that the program won't automatically populate the fields with information because it's not coded to know where to pull the information from.

 

Take a look at our Use and customize form templates article for more information about customizing your statements and other templates.

 

Play around and see what you can create! Give me a shout if you have more questions.

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