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The first two columns here are the most important they let you specify the labeled fields that will appear on your invoices. The image below shows you part of the window that opens when you click on Additional Customization. You’ll be able to print this new version on plain paper. But when you click Additional Customization at the bottom of the screen, you’ll be warned that if you make modifications beyond this point, the forms may not print correctly. Nothing you’ve done so far will prevent you from using Intuit’s pre-printed forms. The right pane of this window shows you what the form will look like as you make changes. Here, you can add a logo, change the color scheme, and change fonts for your company’s contact information and the labels that identify each field (like Bill To, Terms, and Quantity).The above image displays part of the window that opens. Click the down arrow next to Templates in the lower left corner and choose Edit Template.Highlight Intuit Product Invoice in the list.Start by opening the Lists menu and selecting Templates. Depending on what version of QuickBooks you’re using, you can also work with sales receipts, purchase orders, statements, estimates, sales orders, and credit memos. Let’s look at the modification options for an invoice. QuickBooks contains the customization tools you need to make them so.įigure 1: You can personalize your QuickBooks forms and make them consistent with any design themes your brand may use. But couldn’t they be better? More visually appealing? Formatted to include only the fields that your business most often needs? You might be able to use at least some of QuickBooks’ form templates, as is, without any modifications. Consistent with any graphics you use on other company materials.Easy to read, with the most important information displayed prominently.Your accounting forms can also contribute to your image.

Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully? How you present yourself reveals a lot about you.