Select Print Preview to see your form.Then select Layout Designer to move or resize items on the form. Select Additional Customization to add or remove the items from the header, columns, or footer.You can also change any of this information by selecting Update Information. ![]() Change company & transaction information: Here you can select the contact information you want to appear on the invoice. ![]() 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.If you want to change your logo, select the Select Logo option to select the image you want to use. Add your logo: Select the Use logo checkbox if you want your company logo to appear on your form.Select a template to preview, then select Copy to create a new template or select OK to edit the template.From the form, select the Formatting tab then select Manage Templates.Select the type of form you’d like to customize.Note: If you’re using QuickBooks Desktop for Mac, here’s how to customize form templates. Go to the Lists menu and select Templates. ![]() ![]() You can customize these templates to control how they look and what information to include.Īs of QuickBooks Desktop 2022, you can add the option to customize and email bill payment stubs. In QuickBooks Desktop, you can create custom templates for forms. Learn how to use and customize form templates in QuickBooks Desktop.
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