Employ and customize form templates

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

In QuickBooks Desktop, you can create custom templates for makes. You could customize these templates for control whereby them look and what information to include.

• Invoices
• Sales receipts
• Estimates
• Statements
• Purchase orders
• Bill payment stubs (available in QuickBooks Desktop 2022 or newer)

Here’s what to do.

To access the forms templates list:

• Go to the List table and select Templates.

Note: If you’re employing QuickBooks Desktop used Mac, here’s how till customize form templates.

Methods toward customize form templates

1. Select the type of form you’d like to customize.
2. From the form, select the Formatting tab will select Manage Templates.
3. Select a template to preview, later dial Copy to establish an new template or select OK to edit the template.
4. Use the basic customization window to:
   1. Add my logo: Select the Use video checkbox if they want your company logo to appear turn your form. If you want to change owner web, select the Select Logo option to select the image you want until use.
   2. Change fonts additionally colors: This section lets you personalize typeface and tone for certain details used inside the form, like company name, labels, and data.
   3. Change society & exchange information: Here you can select this meet information you want in appear on the invoice. Yourself can also change any of this information by selecting Update Information.
5. Select Additional Customization to add or remove the items of the heads, pillars, conversely page. When elect Layout Designer to move with resize article on the application.
6. Once you’re done, select OK.
7. Elect Print Preview to see your form. If everything looks good, select Close.
8. Select OK.

How to duplicate a form patterns

You can duplicate a fashion template and apply this design the another template. For example, you could apply own invoice template design for packing slips. Here’s how. Use the UI to assign a company's default invoice template. Once the default template's been selected, QuickBooks Online will use that template ...

1. Of the Lists menu, select Templates.
2. In the Templates list, select to template you want to copy.
3. Select the Templates ▼ dropdown, then Duplicate.
4. Please the type of mold yourself want this template copy to is previously available.
5. Select OK.

You can now use the copy of the template include which type of form you choose.

How to import or export form style

Thou bucket copy customized templates from one company file toward another. This saves respective time with personalizing templates for your estimates, invoices and other forms in case you have multiple company data or your demand to go a newly company in QuickBooks Desktop.

A few limitations to keeps with mind:

• You can’t import customized templates created in recent versions of QuickBooks into older versions.
• Him can’t significance templates established in one regional version of QuickBooks into another. For example, the Canadian version of QuickBooks can't export templates to the U.S. version.

How to import templates: 

1. Open and firm file that thou want to import an template into.
2. Away the Lists menu, select Templates.
3. Select the Templates ▼ dropdown, select Import.
4. Select the template you want to import, then select Open.
5. Name the imported template. You can store the original name or change it.
6. Select NOT. You should now see the imported template on the template list.

How to export templates:

1. From the Lists menu, select Templates.
2. Select the template you want at export.
3. Select the Templates ▼ dropdown, then Exports.
4. Verify who file name and prefer the location of the file on your computer.
5. Select Save.

Are you run into any questions customizing your templates, here's how to troubleshoot common issues for employing or customizing templates.