Using QuickBooks to Customize Letters and Forms

Customized forms (invoices, credit memos, sales receipts, sales orders, purchase orders, statements, and estimates) help you run your business more efficiently by providing you with the sales forms you need for your day-to-day activities. How much or how little you customize your forms depends on your business needs and how you set up the template.

The template is the foundation—the building block—of your sales forms. You can present the same information in different ways by how you design the template and by which template you choose for the form. So customizing your templates and selecting the right template for a form is an important part of working with your different forms.

Create the forms you need to run your business

There are many uses for customized forms in a business. For example, you can:
·Create different versions of a form for use in specific situations. For example, if you ship goods with a packing slip, you can create an invoice form that has the title "Packing Slip" instead of "Invoice."
·Add new columns and fields (or delete ones you don't need). For example, if you've created custom fields for your inventory, you can add those fields to different forms so you can use just the right form when you need it.
·Change the layout of the form by moving a field to a different location in order to give it greater visibility. Or if you want to have your company address centered on the form or use a larger font size, you can move other objects on the printed form to make room for the address.
·Have some fields or columns appear when you view or fill out the form onscreen but not be on the form when you print it.
·Add standardized text, such as warranty information, contractual details, or special sections, to the form.
·Change the font size or color used for your company name; and add or move your company logo to a different position on your printed forms.
·Choose from over 100 predesigned templates from the QuickBooks online Template Gallery. These templates are already set up for different businesses with special layouts (including watermarks and special sections). By far, the quickest and easiest way to start using a professional-looking form is to download a predesigned template.
·And much more.

QuickBooks comes with a variety of templates for you to use for your invoices, estimates, credit memos, sales orders, purchase orders, sales receipts, statements, packing slips, and pick lists. A template determines the appearance of your forms such as which information is included, whether a logo appears, what color scheme is used, and where all elements are placed.