Where is basic customization window on quickbooks

Unattractive sales forms that have a lot of empty, unused fields may make customers wonder about your commitment to excellence. Some of your customers will just glance at your invoices and pay them. You can see the list by opening the Lists menu and clicking on Templates. Click on Manage Templates, then click Copy at the bottom of the window to make a copy of the original so you can practice. Click OK.

You can practice using this one and delete it when you want to work on your main template. Click the box in front of Use logo and browse in the window that opens to find it. Double-click on it, then click OK in the small window that opens to confirm, and QuickBooks returns you to the previous window with the logo showing in the Preview pane. If you want to change the color of the invoice, click the down arrow in the field below Select Color Scheme.

Choose the one you want and click Apply Color Scheme. You can add a logo and change the color scheme and fonts used on your invoice. The preview in the right pane not shown here updates to reflect your modifications. If you want to change the fonts for the four fields pictured above, click on each and then click Change Font to open a window with your options. You can click boxes to check or uncheck the fields you want to appear.

Stay in touch if you need some help when working in QuickBooks. Enjoy the rest of the day. Here's how to check: 1.

In your top menu bar, go to Lists. Click Templates. Find the template and open it. If any changes were made, press OK. You'll be able to find many helpful resources about using QuickBooks in our help article archives.

I'll be looking forward to hearing back from you about your invoice template. Have a fantastic day! Enter a search word.

Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 2. Customize template I have Quickbooks Pro and use windows 10 I would like to add a box ,in addition to what is already there, to my invoice template for screen only next to the bill to box to the left in the header any suggestions?

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Sign In. Contact Us. All Rights Reserved. Catalog QuickBooks. This feature works the same in versions — of QuickBooks. On the Home page, in the Customers section, click Create Invoices.