QuickBooks Invoices and Estimates have default templates that are laid out correctly for most businesses. But what if you want to add your company’s logo or change item locations to the Invoices or Estimates?
To customize QuickBooks Invoices and Estimates, follow these steps:
1) With the Invoices or Estimates window open, simply choose the template that closely matches the layout you prefer and click on “Customize” in the upper right corner of the window.
2) Click “Edit” and the Customize Invoice window will open. This window provides many options to have certain fields show on the screen and/or the printed version of the Invoice. (The same applies to Estimates)
3) Check or Uncheck the field options you wish.
NOTE: Be sure and click on each of the Tabs at the top of the screen for more options. Also, be careful not to choose something to be printed only when it will need your input from the screen.
On the Company Tab, be sure and click on “Use Logo” to add your logo. Once the box is checked, click on “Specify” to browse and locate the logo on your computer. Once you locate, double-click to add it to the Invoice.
Notice the buttons on the right side of the screen. Click “Layout Designer” to edit the Invoice further.
The Layout Designer allows you to click and drag items to place them in the specific location you wish. This may be helpful if you have a certain style window envelope in which the QuickBooks template does not place your return address (or delivery address) in the exact location of the window.
To add new text boxes, data fields, or images, click on the “Add” button at the top of the screen. There are other buttons at the top that will provide more options.
Once you have made all of your changes, simply click on the “OK” button twice to return to your Invoice.
Now that you have edited the template, the next time you choose the Invoice, you will see any changes you have made.
Make your company stand out and customize QuickBooks Invoices and Estimates.