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Help: Questions about finding and downloading form templates
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 Questions about finding and downloading form templates
Questions about customizing form templates
Questions about finding and downloading report templates
 How can I find a form template?
How do I download a form template that I've found?
How can I use the downloaded templates from within QuickBooks?
Will all the templates work with my company file?
Q: How can I find a form template?
A: To find a form template:
- On the left of the page, choose "Forms" in the templates drop-down list.
- Choose an industry that you are interested in, or keep the default value, "Select Industry", so that the search is not restricted to any particular industry. (Be sure to look at forms that were designed for other industries—you may like those too.)
- Choose the type of form you are interested in, or keep the default value, "Select Type", so that the search is not restricted to any particular type of form.
- Enter an optional search term such as "Blue" or "Contemporary". You may leave this field empty or use it to search for styles that interest you.
- Click Search to get a list of matching templates.
- You will be presented with search results showing a list of forms. You can download the form using the Download link, or click the picture to see more details about that form.
Note: All templates are good for printing. However, in some versions of QuickBooks 2003 you can email Invoices, Estimates or Statements to your customers. Since some customers may have slow email access, it is important that you consider the size of the document you email them. For this reason, templates that are smaller than 50k start with the name EMAIL. The detail page for these templates indicate that they are email-friendly.
Q: How do I download a form template that I've found?
A: To download a form template:
- Click the Download link.
- The standard file download dialog asks you if you want to open the file from its current location or save it to disk. You should select Open.
- QuickBooks will open a dialog showing details of the form template. To keep this form template, choose OK and it will be stored in your company file. You also have the option of editing the template or canceling the operation.
Note: If QuickBooks is displaying another dialog when you download the form template you will need to close that dialog before your new template will be displayed.
Q: How can I use the downloaded templates from within QuickBooks?
A: Once the template is downloaded into QuickBooks, it will be added to your templates list. You can use the template as is, or you can use the layout designer to customize it even further. To find the templates from within QuickBooks:
- Open the form (the same type of form you downloaded) and display the Templates drop-down list. Then scroll to find the added templates. Note that the template type you download is added to the Template list for that type of form. In other words, invoice templates are added to the Template list for Invoices, and so on.
or
- From the Lists menu, choose Templates to display the list of templates for your company file.
Q: Will all the templates work with my company file?
A: Not necessarily. Some templates may require certain features that are not enabled in your QuickBooks company file. For instance, to use sales orders, you must have sales order tracking set up in your QuickBooks company preferences. And you must have QuickBooks Premier or Enterprise Solutions editions to use these templates.
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