Customizing Forms in QuickBooks

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal.

Did you know that you can change the default title of a form when you view it onscreen and when you print it?

You can also change the way the title looks when the form is printed. For example, you can change the font, add a line or border around the title, and move the title to a different location.

Here’s how:

1. Open the Customize window.

2. To change the default title, click the Header field and enter the new title in the Title field.

3. To change the way the title appears on the printed form:

a. Click the Layout Designer button.

b. In the Layout Designer, do any or all of the following:

- Move the title to a different position on the form

- Change the font for the form title

- Add borders or lines around the title

- Add a background color to the title (if you will print the form on a color printer)

4. When done, click OK to close the Layout Designer window.

5. Click OK to close the Customize window.

6. To see how the form will look when you print it, preview the form.

That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.

I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.

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