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Chapter 10. Miscellaneous QuickBooks Fea... > Customizing Forms—Creating a New For...

Customizing Forms—Creating a New Form

As you saw in the previous task, you can make changes to an existing form template and take advantage of the pieces of the existing form that work to your benefit. But if the form you need is very different from any existing forms, it might be easier to just start from scratch and design your own form. For this example, we'll create an invoice. The techniques shown here apply to any type of form.

Customize a Form—Create a New Form

Select Templates from the Lists menu.

Click Templates, New, or press Ctrl+N to open the Select Template Type window.

Select the type of form you want to design.

Click OK.

Assign a unique name to this form.

On the Header tab, indicate the information you want to include in the form header.

Click the Fields tab.

Check and describe the fields you want to have appear on the screen and print versions of your form.

Click the Columns tab.

Choose which columns should appear on the print and screen versions of your form and indicate the order in which they should appear.

Click the Prog Cols tab (this tab appears only if you have chosen Invoice as your form type).

Choose which columns should appear on the print and screen versions of your progress invoice form, and indicate the order in which they should appear. Note: the Estimate Columns portion of this screen only appears if you have turned on the preference for progressive billing.

Click the Footer tab.

Add features to the bottom of the print and screen versions of your form.

Click the Company tab.

Include your company name, address, and (if applicable) logo on your form.

Click the Format tab.

Assign font styles to the various areas of your form.

Click the Layout Designer button to view your masterpiece!

Click the Margins button to designate the size of your form.

Click the Grid button to display a non-printing grid that can help you line up various elements on your form.

Click specific elements and drag to move them to new locations.

Click the handles on the corners of form elements to resize them.

Click OK when you have completed your form design.

Click OK to close the Customize window.


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