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Help: Questions about customizing 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
Q: Can I customize a downloaded template?
A: Yes. Once you have the desired template in QuickBooks, you can use the Layout Designer to make changes.
Q: What if I only want to use parts of a template?
A: Once you have the desired template in QuickBooks, you can use the Layout Designer to delete the parts you don't want to use.
Q: How can I find a template suitable for use with email?
A: When you view the list of templates on the detail page, look for those templates labeled "suitable for email". When you choose a template for an Invoice, Estimate or Statement within QuickBooks, you will notice that email-friendly templates begin with the text "EMAIL".
Q: What do the template names mean?
A: We have attempted to name the templates so that they will be useful to you. Forms that are email-friendly will begin with the text, "EMAIL". The templates then contain text which describes the template in terms of color, design or usage. The last few characters of the template name indicate whether it is an Invoice, Estimate, Sales Order, Sales Receipt, Credit Memo, Statement or Purchase Order.
Q: How can I make a shadowed box?
A: Try this trick: Create a text box that contains no text. Give it a grey fill color. Right click the box and select "Send to back". Now create another text box of the same size and place it over the grey box. Offset it slightly down and to the right. You have just created a shadowed effect.
Q: I've found a design I like, but it is only available as an Invoice. Can I turn it into something else?
A: Yes. Once you have downloaded a form you can see it in your template list by selecting the menu item Lists->Templates. From this template list, you may select a form and choose to "Duplicate" it. Duplicating a form allows you to save the form into any form type other than statement. With a little work you can edit the new form to make sure it matches the new form type.
Q: Are there legal issues I should be concerned with when using images on my forms?
A: Yes. You have full rights to use the images that are provided in the sample templates. However, images that you obtain from the Internet or other sources may be copyrighted. You must obtain written permission before using such images on your forms.
Q: What other images would be useful on my forms?
A: The possibilities are endless. Providing that you have the appropriate permissions, here are some examples:
- certifications
- organizational affiliations
- photos of your employees or building
- seasonal images
- pictures that represent your service or product
- credit card logos
- shipping services you use
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