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jlag721
Level 1

Changing the "type" of document a template is in Quickbooks

Each form template is classified as a "type" of document. Where do I see my list of form "types" available? How do I add a "type" to this list? How do I change which "type" an existing form as classified as?

1 Comment 1
CharleneMae_F
QuickBooks Team

Changing the "type" of document a template is in Quickbooks

I'm here to walk you through the process of customizing form templates, jlag721.

 

To start, you can access the templates list by going to the Lists menu and then select Templates.

 

If you'd like to add a new template to your list, I recommend following these steps:

  1. From the Lists menu, select Templates.
  2. Click the Templates drop-down arrow.
  3. Select New.
  4. Choose the type of template you're creating, then click OK.
  5. Use the basic customization window to:
    • Add your logo: Select the Use logo checkbox if you want your company logo to appear on your form. 
    • Change fonts and colors: This section lets you personalize fonts and colors for certain details used in the form, like company name, labels, and data.
    • Change company & transaction information: Here you can select the contact information you want to appear on the invoice. You can also change any of this information by selecting Update Information.
  6. Select Additional Customization to add or remove the items from the header, columns, or footer.
  7. Choose Layout Designer to move or resize items on the form.
  8. When you’re done, select OK.
  9. Select Print Preview to see your form. If everything looks good, select Close.
  10. Select OK.

 

As for your third question, we're unable to directly change the type of the form in the transaction. Though, you can manually change it by opening the transaction and selecting the new template you'd like to choose. I'll guide you how.

 

I'll use an invoice as an example:

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Choose the name of the customer that you'd like to modify its invoice template.
  4. Locate the invoice, then click to open.
  5. On the Template field drop-down menu, select the new template to use.
  6. Once done, click on Save and close.

 

For your visual reference, I've attached a screenshot below.

 

For more information about customizing form templates in QuickBooks Desktop, I suggest checking out this article: Use and Customize Form templates.

 

In case you'll stumble into an issue while you use and customize templates, I encourage browsing this article to find a fix: Resolve Common Template Issues.

 

 Please know that we're always here to help you. You can get back to us by clicking the Reply button. This helps us ensure your concern is taken care of.

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