Templates

Customizing Forms with Templates

 

Versions 2003 and 2004 expanded the number of templates for forms and reports available from Intuit. A gallery is now available with the ability to download templates. The information can be filtered by industry and form or report type. There were several features added to Version 5.0 that permit significant changes to the standard forms. Some of these features include word wrap in the description section, long text available for the bottom of invoices, customization through templates, and a layout designer. In the earlier versions, you had to choose one invoice type from the following choices: professional, service, or product. Now the option exists to have many different forms based on what is being sold, who is buying it, etc.  New with Version 2001, spell check was added.  New with Premier Version 2003 is the ability to import invoice templates and set print requirements (printer and number of copies) for the template.

 

QBRA-2003: Lists > Templates > Template > Edit > Fields

 

The header, fields, columns, etc. can now be customized to fit the specific needs of the business. The “screen” column means that field will appear on the screen. This is important if you wish to use custom fields or other information for reports in the future. A checkmark in the Print column dictates what fields will print on the file copy and customer’s copy of the form. The titles can also be modified as necessary. For example, the rate and amount fields can be unmarked so they do not print, and the form title can be changed to Packing List. The options tab controls the font size and style as well as other printing characteristics.

 

To create a new customized form that does not look like a typical QuickBooks form, choose Lists > Templates > New. After choosing the appropriate type of form, click on OK. The new form description should be entered in the field labeled Template Name.  The form can then be modified as needed.

 

The layout designer permits customization of the form in a desktop publishing way. It is also possible to see where the windows will be for double window envelopes by clicking the box to the right.

 

QBRA-2003: Lists > Templates > Template > Edit > Layout Designer

 

 

 

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