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#Customize email forms on quickbooks for mac 2016 how to
#Customize email forms on quickbooks for mac 2016 pro
#Customize email forms on quickbooks for mac 2016 professional

#Customize email forms on quickbooks for mac 2016 pro

This is the company file extension for the 2019 version of QuickBooks Pro for Mac. If so please take a moment to leave a comment or to share it on your favorite social media site using the buttons below. For a QuickBooks accountant that uses a Mac, this is the company file extension for the 2016 version. We hope you found this QuickBooks How-To Tip to be useful.

#Customize email forms on quickbooks for mac 2016 professional

Here’s your QuickBooks Estimate template, which has gone from drab and boring to a much more professional looking design that just says WOW!

Click the Layout Designer button to check the layout and arrange the placement of the various elements on your form.

Click the Additional Customization button to choose what item you see on the form when you view it in QuickBooks vs.

Select specific company information – such as Phone Number, Web Site Address, etc.

Change the font style and color for specific items on the form.

Select a Color Scheme and then click the Apply Color Scheme button.

Check the Use Logo option and then click the Select Logo button when it becomes active.

Click on the Manage Templates button to rename the form template.

Use the graphic below to follow 7 steps for customizing a form.

This opens the Basic Customization window Double-click on this template to open it up.

Now, in the list you’ll see a template named – Copy of: Custom Estimate.

Next, click the Templates button at the bottom of the window and choose Duplicate, another window pops up and hit the Ok button.

Start by clicking on the Custom Estimate in the list (this selects it).

So for example, let’s say you wanted to create a more professional looking Estimate form to send to your customers. The first piece of customizing form, is deciding which type of form you want to work with. Once there if you look in the Type column you’ll see that there are many pre-configured Invoice, Credit Memo, Sales Receipt, Purchase Order, Statement, Estimate and Sales Order Templates. You’ll find the Form Templates from the QuickBooks List menu -> Templates. Spend some time working with your Form Templates and go from drab to WOW! Where do I find the Form Templates? Just because you use QuickBooks doesn’t mean that you can’t send out professional looking forms. But do the “forms” you send your clients/customers, vendors/subcontractors scream QuickBooks when they are opened? Good for you! It sounds like you are using many of the built-in features and functions. So you use QuickBooks for your all of you bookkeeping and accounting functions, including creating Estimates, Invoices, Purchase Orders, etc.

#Customize email forms on quickbooks for mac 2016 how to

A QuickBooks Tip on how to add your company logo and customize yoour Estimate, Invoice, and Purchase Order forms in QuickBooks.