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kulisa
Level 1

Pro 2017 Screen layout help

Hello,

I hope someone can help. This was never an issue in older versions, but now I have the 2017 per CPA request,  and it drives me insane. The useless bottom and top part of every template takes over VAST MAJORITY of space on the screen and the "working part" where does on enters items is so small that one has to scroll to enter additional items.  This is a huge nuisance, because ;I'm unable to view all items at once unless I hit the preview. Changing screen resolution only makes things worse and I was not able to figure out how to change the screen layout so that the bottom and top is smaller and the actual  "working part" is bigger. Anyone ? Please and thank youQB.jpg

4 Comments
Joesem M
QuickBooks Team

Pro 2017 Screen layout help

Hello there, @kulisa.

 

I appreciate you for providing a screenshot and performing some troubleshooting steps to sort this out.

 

Allow me to help share additional info to resolve this, so you can view all your items in QuickBooks.

 

To start, let's adjust the margin of your template, so you can resize the screen layout. I'll show you how;

 

  1. On your company file, go to Lists then Templates.
  2. Right-click on the default template you're using and select Edit Template.
  3. Click on the Layout Designer button that provides full control over the template contents and layout.
  4. Click the Margins button at the bottom and adjust the size of each area such as 2 inches, for example.
  5. Hit OK to save your layout changes.

Joesem Molat1.JPG Joesem Molat1.JPG Joesem Molat1.JPG

I've added these resources that can help you customize the form template and how to resolve its issues:

 

 

Please know that I got you covered should you need anything else with QuickBooks. I'd be pleased to help you out. Have a nice day.

 

kulisa
Level 1

Pro 2017 Screen layout help

Thank you  Joesem, but this does NOT solve my problem.

Margins are already at 0.50 in at bottom and top but even if changing to 2 in as per your example,

all I get are 4 measly lines. This is not a margin problem in my opinion.  Again this was never an issue in older version of QB. Also I don't have any issues the way it prints or save, the problem is WORKING SPACE which is very minimal now,  hence using QB had become huge nuisance due to this. thanks for trying though

JonpriL
Moderator

Pro 2017 Screen layout help

I wish I could make it better, @kulisa.

 

Let me help share the possible reasons why the working area of your template looks compressed when working with invoices.

 

To start with, QuickBooks 2017 has been discontinued and you're unable to use any of the online services. To learn more about this, please check out this link for reference: QuickBooks Desktop service discontinuation policy and upgrade information.

 

Now, the second reason I can think of is the View preferences you've chosen. Let's open a sample file and create an invoice to check if you have the same view of the said template. If you don't have the same view of the template in the sample file, you can consider changing the View preference on your regular company worked on. To do so, click View and select One Window.

 

But if it has still the same even when working on a sample file, I'd recommend contacting our Customer Care Support. With their tools, a specialist can help you investigate this unexpected view of your template. To contact our dedicated support:

  1. Go to the General Contact Us page.
  2. Select QuickBooks Desktop.
  3. Click Continue as guest.
  4. Under Select your QuickBooks Desktop version, select the Pro or Premier box.
  5. On the What can we help you with? page, select Search something else.
  6. In the Tell us more about your question: field, enter Invoice template is a bit compressed.
  7. Select Search.
  8. Click Start Message.

Lastly, I've got you this helpful article in case you need the steps in recording payments from your customers and other methods you can choose from: Get started with customer transaction workflows in QuickBooks Desktop.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

kulisa
Level 1

Pro 2017 Screen layout help

I have One window view,

this issue has been present from the initial installation, I just never got around to ask until now. I guess I will attempt to contact QB as per your instructions below. Thank you for your assistance

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