A wide choice of basic forms is enumerated if you click
Lists|Templates. Any custom form
builds on one of the basic form types.
Customizing a form is a work of graphics art,
and requires ability with graphics. The
computer is merely a convenience.
The product invoice is used as an example
after the list is displayed. Here are
instructions for making a new invoice template XE "template" with the idea that the first one will be for learning. Once you have a handle on the process, forms can be produced for actual use.
Intuit Product Invoice
should be highlighted.
button, then Duplicate.
DUP: Intuit Product Invoice
has been added to the list. Click to select it.
The form name will be highlighted, and
may be changed. If you assume that the first
try will be unusable, performance anxiety is
less likely to hold you back. Type in a
name, and I suggest Learning.
Later, do it again for real, with a permanent name.
tab is a good place to start, so click there. It is last because it was added last, but the information
should be handled first. (Aside from that, it is unique to QuickBooks 5, and the section below this is common
to several versions.)
XE "company name:printing on forms" and
should be printed onto the
forms, if they are not already there. Some people print onto letterhead.
can be printed, if it is set up correctly. A logo XE "logo:printing on forms" can be made up in a graphics
editing program, and must be saved as a Microsoft Windows Bitmap (.BMP) file. QuickBooks for
Windows does not copy in the whole file, it records the file address. Consequently, if the file is moved, logo
selection must be updated.
Unless you are printing in color, the artwork should be drawn in black and white. The logo becomes an object
in Layout Designer, where it can be moved or made larger or smaller. Half-tone gray or fine patterns may not
do well in reduction. Most importantly, when incorporating a logo, do not let the computer know that you are
in a hurry! Allow time to work with it and get what you want. Make some trial prints onto blank paper.
(styles and sizes of type) can be XE "type font:invoice" XE "font:invoice" selected for six different
functions on an invoice. Label
is the title of a data field, which QuickBooks will print onto every form using
this template. Data
is the information entered for the invoice recording one sale. Color can be used, if you
have a color printer.