If you want the forms you send out for your business to be a bit more creative, you can customize your forms with Layout Designer. In this video, you’ll learn the basics that you need to get started.
Video Script:
The QuickBooks Layout Designer enables you to create custom templates for your forms so that you can match your business branding and add or remove fields according to your business needs.
QuickBooks features several standard templates you can modify, or you can create a new template from scratch. Launch the Layout Designer from a form window by editing the current template, or by selecting New Template.
In this example, we’ll start with a new template. All the fields that are available to add to or remove from your form are shown in the Fields window, which opens when you launch the Layout Designer.
Here’s what you can do:
- Add fields by checking the box next to your desired field,and remove fields either by unchecking the corresponding box, or by clicking on the field in the form window and pressing Delete.
- Notice that there are columns for Print and for Screen. Checking boxes under Print will ensure those fields will show on a printed invoice, while checking the boxes under Screen corresponds to what will show on the screen in QuickBooks.
- Click and drag the fields to where you’d like them on the form and change the size of fields by clicking on an edge or corner and dragging.
- The Formatting Palette window allows you to change the look of your form. You can do things like change fonts and add or remove borders.
- Add a logo or other image to your form by clicking on Add Image. Resize and reposition the image to where you’d like it on your form.
Once you’ve finished modifying your form, don’t forget to save it as a template. Your new form will now display as an option in the template drop down menu.
