We can also change the way some of the information shows. In Layout Designer we can drag text and data boxes to the locations we desire. Hit the preview button to see your invoice. Fill out all the invoice details with your business information including company name and contact information (i.e. To change that, we would click on the Layout Designer button. How to create an invoice Step 1: Use the free invoice generator to customize the blank invoice. You can see that in the Preview panel where the arrow is pointing. QuickBooks has also placed the logo on the invoice template. The name of the graphic file now shows next to the Use logo checkbox. Once the logo is selected, QuickBooks copies it into the folder where the company file resides. Once that is selected, click the Select Logo button to navigate to the location on your computer where the graphic file of the logo exists. You can see in the screenshot the checkbox that tells QuickBooks you want to use a logo. Along the bottom of the screen are several buttons. Then, from the format tab of the ribbon, select Customize Data Layout.Īfter either selecting a template from the list and choosing edit, or clicking the customize icon from the form itself, a screen opens with many options. Some, the defaults that come with QuickBooks, can be easily copied and then edited.Īnother way to edit an existing template is to open it. This list will show all the saved templates in your company file. There is a list of templates available at Lists->Templates. When customizing forms in QuickBooks we are working with templates. One of the many customization options available is adding a company logo.Ī logo can be added to invoices, sales orders, credit memos, purchase orders, reminder statements, estimates, and sales orders. Forms like invoices can be customized in QuickBooks to a much greater degree than many realize.
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