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Customizing a Form

In QuickBooks, you can quickly customize a form by adding and removing fields. For more substantive changes, you can alter the form’s layout, moving fields around the form and resizing them.

Tip from

If you find yourself scribbling important numbers or memos in the margins of your purchase orders, invoices, or credit slips, consider creating a new field specifically for that data. Also, check out QuickBooks and Your Industry (choose QuickBooks and Your Industry from the Help menu) to see how others in your field have customized QuickBooks forms to suit their needs.



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