QuickBooks provides you so many different templates for invoices, estimates, credit memos, sales orders, purchase orders, sales receipts, statements and packing. You also get the facility to customize the all templates as per your convenient.

Form Templates Overview

A template can be described as a base of a form that you will be using to track the sales and purchases of your company. It depends on the template that how your form will be shown on your screen while filling the form. Through the templates, you get to know which fields and columns are on the form as it determines the structure of your form. Templates also decide the look of the form, such as the used fonts, graphics, lines or borders.

The Template List

All the templates for your different forms are located in the Template list. In the beginning, the list has some predefined and QuickBooks standard form templates that can be used for initial uses or customizing your forms. You can also create a duplicate or import previously saved templates.

Any of the templates can be selected from the list to use or customize as per your requirements. You are recommended to select a template which is nearest to the appearance of your customized form because it will be easier to customize your form.

To get to the template list, open QuickBooks and go to the List. From the drop-down list, select Templates.

Customize Form Templates

The basic customization window serves as a good starting point for customizing your templates. There are two ways to access it:

  • Go to the Templates list
  • Double tap on the template that you will be customizing
  • Go to the Formatting tab from the transaction form
  • Click on Manage Templates.

You can get these options in the following window:

Customize Form Templates

  • Manage Templates: By clicking on this option, you will be taken to the screen where you will able to see the list of templates for a particular form. You can Copy, Delete or Download the templates from here. You can also rename your templates so that you can easily identify and use them whenever required.
  • Add your logo: Click on Use logo box if you want to add your company logo on your invoices and forms. If you haven’t added a logo yet then a window will appear from where you can select logo. If you have added a logo already and you want to change it then you need to click on Select Logo option and select the logo as per your need. This will reduce the size of your logo image and it is important to use a logo with .jpg format because other transparent background logos will prevent the pixilated logos.
  • Change fonts and colors: Here, you can change the font and its color for some details such as company name, labels, data etc.
  • Company & Transaction Information: This section allows you to add contact details of you company on the invoice or forms. To change the contact info, you can click on Update Information If you want to add some more information then you can click on Layout Designer.
  • Additional Customization: This option allows you to add or remove information from header, columns and footer of the form. Mark the Screen checkbox if you want to see the field on your computer screen while filling out the form in QuickBooks and select the Print checkbox if you want the field to appear on the printed form. You can set the printing options from the Print tab
  • Layout Designer: You can use this option if you want to add r remove header/columns from the template. This option enables you to move and increase or decrease items and other information on your template.
  • Print Preview: In the right side of the screen, you can see the preview of changes that you made in the template. You will be shown how your print will look like after printing when you select the Print Preview

Duplicate Or Make a Copy Of a Template

Through this option, you will be able to apply the design and format of the template that you have customized to another template type.

Duplicate Or Make a Copy Of a Template

  • Go to the List menu
  • From the drop-down list, click on Templates
  • Select the template that you want to copy from the template list
  • Click on Duplicate from the drop down list
  • Choose the type of form for which you want to use this template and click on OK
  • You will be able to use the copy of the template with the type of form you selected.

Export Or Import Templates

With QuickBooks, you are provided the feature to copy the customized video from on company file to another. This wonder full feature saves your precious time and efforts because you don’t have to create a new template for your other company. Exporting and then importing templates also restrict faulty templates while transferring portable files or company files. But this feature also has some limitations that are mentioned below:

  • You are not able to customize templates that are created in a newer version of QuickBooks into older versions.
  • You are not able to export templates that are creates in QuickBooks MAC to other company files

QuickBooks For Windows

To Export:

  • Go to the List menu and click on Templates from the drop-down list
  • Select the template you will be exporting
  • Click on Export
  • Validate the name of the file and select the location of the file on your system
  • Click on Save

To Import:

  • Go to the company file that you want to import the template into
  • Go to the List menu and click on Templates from the drop-down list
  • Click on Import
  • Choose the template that you will be importing and then click on Open
  • Provide a name to the imported template if you want
  • Click on OK and the import process should get finish quickly and you will see the imported template on the list.

QuickBooks For MAC

To export/import templates:

  • Go to the Customers menu
  • Click on Create Invoices
  • Select the Invoice Template from the top of the invoice
  • Click on Edit Template and the Layout Designer will open up on your screen
  • Click on File
  • Select Export/Import from the drop-down list.

Reach Us For Support

By following the above mentioned steps, you will be able to customize, export and import the template that you can use for forms, invoices, credit memos, estimates and many more. Performing the above suggested steps will help you in customizing the templates for your forms and it will provide a great look to the forms. However, if you are facing any issue while doing the process or you are not able to understand any of the point from the article then you need to contact the customer support team of Intuit.

In case if the customer support team of Intuit could not be reached then you need to look for the best alternative available to resolve your issues. In such scenarios, getsupportnumber.com is the best organization to get support for your QuickBooks issues. To connect with their ProAdvisors, you just need to dial the QuickBooks Support Phone Number +1-866-701-7446 toll-free.


Use And Customize Form Templates In QuickBooks

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