Where Do I Find My Quickbooks Templates

How to Edit an Invoice Template in QuickBooks

Have you always had a generic Invoice Template that needed customization? In this blog post, I'chiliad going to testify you how to customize an invoice template in QuickBooks.

I want first to show y'all how the invoice looks before customization. We volition start by opening QuickBooks and clicking the "Lists" menu heading and and so the "Templates" detail.

From there, nosotros will open up the Rock Castle Invoice and then click "Print Preview." Nosotros are simply opening this print preview then that I can ameliorate illustrate how generic the default invoice template is. This is the base from which nosotros will begin customizing.

QuickBooks Invoice Template Print Preview

Side by side, nosotros volition close the Print Preview. Closing this screen will bring us back to the page we tin can use to customize the Invoice Template.

Adding a custom logo

The first part of customization that nosotros volition do to our invoice template is to customize the logo. To exercise this, we follow a few uncomplicated steps.

Navigate to the Basic Customization folio

This page should have popped up once you backed out of the Print Preview. It is the first step of customization in this process.

QuickBooks Basic Customization

Upload your Logo

This stride has ii parts. You get-go need to click on the "Use Logo" button on the Basic Customization page. Once yous click that, a box volition pop up that allows you to select the logo for your custom invoice template.

QuickBooks Select Invoice Logo

And once it's uploaded, you will see your logo in the invoice preview on the basic customization folio.

Changing Font and Color Scheme

On that same bones configuration page, you can update your Color Scheme from default and select a font of your choice.

Update Company Information

Side by side, nosotros'll customize our Invoice Template by updating our Company Data. To do this, click the button labeled "Visitor Information." That will open up a dialog box containing the following tabs:

Contact information
Legal Information
Company Identification
Report Information
Payroll Tax Grade Data

You tin can customize the data in each tab to your preference or need.

Quickbooks Invoice Template Update Company Information

QuickBooks Invoice Template Update Company Address

Changing the Invoice Template Layout

To begin with, customizing how your template is laid out, click on the "Layout Designer" button. This button volition unsurprisingly bring you lot to the page descriptively labeled "Layout Designer."

The start affair you lot might detect is the soft light-green boxes. These boxes represent where the printed paper would line upwardly to if mailing in a windowed envelope. If you plan on printing and mailing these envelopes, you want to make sure you pay attention to what is displayed in these soft light-green boxes.

Invoice windowed envelope

Now let's say we wanted to rearrange some of the components of this invoice. Pieces that have a box effectually it, like "Due Engagement," "Terms," etc., can all be dragged and dropped to the location you cull.

The adjacent step in customizing the layout is to go back to your Basic Customization Screen by clicking "Okay" or "Cancel" on the Layout Designer. Once you're at the side by side screen, click the button simply adjacent to the Layout Designer. That button is labeled "Boosted Customization."

On the Boosted customization, we'll see several rows with corresponding text. The showtime row is labeled Default Championship , and in the championship is the user inputted field of Invoice Ticket . If we changed the coded field to something similar Customer Invoice, the preview on the correct-hand column would update and supplant that text. The same goes for each row seen.

If you wanted to eliminate the particular from the invoice altogether, that is simple as well. Only uncheck Screen and Print, and those fields will not be included.

If you're post-obit along on your computer, you can see that the level of customization is far greater than tin be covered in a weblog post. If you would like to see a video tutorial on how to execute the steps mentioned above, delight see the video beneath.