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QuickBooks Tip-How To Add a Logo and Customize Your Forms

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A QuickBooks Tip on how to add your company logo and customize yoour Estimate, Invoice, and Purchase Order forms in QuickBooks.

QuickBooks tipsSo you use QuickBooks for your all of you bookkeeping and accounting functions, including creating Estimates, Invoices, Purchase Orders, etc.  Good for you!  It sounds like you are using many of the built-in features and functions.  But do the “forms” you send your clients/customers, vendors/subcontractors scream QuickBooks when they are opened?

Just because you use QuickBooks doesn’t mean that you can’t send out professional looking forms.  Spend some time working with your Form Templates and go from drab to WOW!

Where do I find the Form Templates?

You’ll find the Form Templates from the QuickBooks List menu -> Templates.  Once there if you look in the Type column you’ll see that there are many pre-configured Invoice, Credit Memo, Sales Receipt, Purchase Order, Statement, Estimate and Sales Order Templates.

How to customize a form.

The first piece of customizing  form, is deciding which type of form you want to work with.  So for example, let’s say you wanted to create a more professional looking Estimate form to send to your customers.

  • Start by clicking on the Custom Estimate in the list (this selects it)
  • Next, click the Templates button at the bottom of the window and choose Duplicate, another window pops up and hit the Ok button
  • Now, in the list you’ll see a template named – Copy of: Custom Estimate.  Double-click on this template to open it up.  This opens the Basic Customization window

7 Steps to Customizing a Form

Use the graphic below to follow 7 steps for customizing a form.

7 steps to customizing a QuickBooks form

  1. Click on the Manage Templates button to rename the form template
  2. Check the Use Logo option and then click the Select Logo button when it becomes active.  Browse to and select your logo file.
  3. Select a Color Scheme and then click the Apply Color Scheme button
  4. Change the font style and color for specific items on the form
  5. Select specific company information – such as Phone Number, Web Site Address, etc. to appear on the final form
  6. Click the Additional Customization button to choose what item you see on the form when you view it in QuickBooks vs. what items are printed on the final form
  7. Click the Layout Designer button to check the layout and arrange the placement of the various elements on your form

Here’s your QuickBooks Estimate template, which has gone from drab and boring to a much more professional looking design that just says WOW!

custom estimate

We hope you found this QuickBooks How-To Tip to be useful.  If so please take a moment to leave a comment or to share it on your favorite social media site using the buttons below.

 

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About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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