Layout Designer: More customization tips for your forms

In a previous video, I showed you how to user Layout Designer to add a logo and change the fonts on your form templates. In this video, I’ll show you how to work with objects on the form to get it to look just the way you want them to.

Video script:

Hi. I’m Shelly with the QuickBooks for Mac team. And I’m going to show you some formatting features that you can use to customize the forms you send to your customers.

In another video, I showed you how to add a logo and change the fonts on your template. In this video, I’m going to edit that template and continue to customize it.

As you can see when I edit the template, Layout Designer opens. I’m going to start up here on the toolbar.

First, I’m going to be sure that the Grid is on so that I have some guides to line up the objects on my template.

Next I’m going to add an image. You can drag and drop an image here or use the Add Image button like I’m doing.

Now I’m just going to crop this image a bit and move it up here to the top right corner. It’s covering up the word Invoice, so I’m going to right-click and send it behind then make the word “Invoice” a little larger.

Now I want to add a box behind the word “invoice.”

One last touch, I’m going to add a text box here with just a little more about my business.

After I save my template, I can go back to an invoice and use Preview to see how this template looks on a real invoice.

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About Shelly King

Shelly King works for Intuit as a member of the QuickBooks for Mac team. She’s the Managing Editor for Little Square and its main contributor. Shelly grew up in the South until 1994 when the Internet called her to Silicon Valley. She’s done a lot on the web ever since. Little Square was her idea. Yep, it’s all her fault. See all of Shelly's articles

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