QuickBooks will then take you back to the Templates window, and you’ll see a new entry labeled Copy of: Intuit Product Invoice. A small window will open, displaying your options. Click the down arrow next to Templates in the lower left, and select Duplicate. To see what forms are available for customization, open the Lists menu and select Templates to open this window:įigure 1: QuickBooks’ Templates window shows you what forms can be customized and provides tools for working with them.īefore you try your hand at customizing a form, make a copy to work with first. QuickBooks provides one way to do so with its simple forms customization features. There’s a lot of competition out there, and you need to use all of the tools available to you to stand out. How you present yourself on paper does matter. Maybe the print is very light or blurry, and there’s no message at the bottom thanking you for your business and your payment. You might notice that there’s no company logo, or that there are unnecessary blank fields. Whether or not you think you do, most people make judgements on businesses based on collateral materials. But when you do, do you draw conclusions about the business that sent them based on what their forms look like? You probably don’t get as many paper forms in the U.S. Want an easy, free way to make your business look more professional and polished? Customize your forms.
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