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ambaker
Level 1

customized forms

I edited a form to make it my own.  I set it as default, but it will not come up.  How do i use my customized forms for my customers?

3 Comments 3
Fiat Lux - ASIA
Level 15

customized forms

What kind of form do you need for your customers? You may need an additional app to integrate with your QBO.

ambaker
Level 1

customized forms

I finally figured out the answer to my original question, but no I need to customize my PO's and I don't see where that PO is done.

Adrian_A
Moderator

customized forms

I appreciate you for getting back to us, ambaker.

 

The option to modify a purchase order is unavailable in QuickBooks. However, this form depends on your standard custom form. That being said, we can customize and make it as a default one.

 

Here's how to set a default form:

 

  1. From the Gear icon, select Custom form styles.
  2. Locate the standard form.
  3. Under ACTION, click the Edit drop-down.
  4. Select Make default.

Screenshot 02.JPG

 

 

I've also added this reference as your guide in customizing forms: Add, customize, or remove logos on sales forms.

 

Let me know if ever you have other concerns. Keep safe!

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