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Print forms for window envelopes in QuickBooks Online

by Intuit Updated 3 months ago

In this article, you'll learn how to print a form so the return address and the customer's address are visible through a size 10 window envelope.

Intuit offers windows envelopes called Forms Envelope. See Order cheques, forms, and supplies for steps on how to get your envelopes.



To set up your forms for window envelopes

Here's how to set up your forms for window envelopes:

  1. Select the Settings ⚙ on the Toolbar, then select Custom Form Styles under Your Company.
  2. Select a form, then Edit (Note: Select New style and choose a type of transaction if this is the first time you're customizing a form).
  3. Select the Design tab.
  4. Select Edit Print Settings
  5. Put a check on the box before Fit printed form with pay stub in window envelope. Put a check on the box before Fit to window envelope and Include payment stub.
  6. Select Done.


The return address

To ensure your return address is visible through the window limit it to six lines. QuickBooks Online formats your return address like this:

  • Line 1: Your Company Name
  • Line 2: Address line
  • Line 3: Address line
  • Line 4: Address line
  • Line 5: Address line
  • Line 6: Address line

Follow these steps to shorten or change your return address.

  1. When your customer pays the invoice, you can record the payment by opening the invoice, selecting Receive Payment, and then entering the payment information.
  2. Select Company.
  3. Select the Pencil icon  in the Address section.
  4. Make the necessary changes.
  5. Select Done.


The customer's address

To ensure that your customer's address is visible through the window limit it to six lines. QuickBooks Online formats your customer's address like this:

  • Line 1: Customer Name (if entered in the customer's information page)
  • Line 2: Customer Company Name (if entered in the customer's information page)
  • Line 3: Address line
  • Line 4: Address line
  • Line 5: Address line
  • Line 6: Address line
Note:
  • The information in address line 5 is only included if either Customer Name or Customer Company Name is omitted. Any text on address line 6 is not included in the customer address.

Now you know how to print a form in a way that the return address and the customer's address are visible through a size 10 window envelope.

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