Volume 3 Issue 2009

 
 


QuickBooks.com  template library has over 160 forms to choose from. The newer versions of QuickBooks permit download and import of form styles.

Click on QuickBooks.com to arrive at the forms library.

Find the form you prefer, click on the download button, download to a location on your computer that is easily found.

Import into QuickBooks. From the List Menu > Templates > click on templates again (lower left of window) > Import

The window the opens after import is the "customize form" window within QuickBooks. It is here that you can make changes to fonts, change title names, change column names, change width and length of columns, add fields, etc. Make desired changes then click OK. Return to this "customize form " window at any time to make additional changes from the List Menu > Templates >  Highlight the form you wish to edit  > Click on templates again (lower left of window) > Edit.

Don't be afraid to make changes, you can always download it again and save under a new name. To delete any form you created and customized: Go to Lists > Templates > highlight a form > press control + D to delete.

There are several 'standard' templates that comes with QuickBooks that cannot be deleted.

 
144 Second Avenue N. Ste 400 | Nashville, TN 37201 | P: 615.255.6143 | F: 615.255.6184 | www.bsh-cpa.com | contact.us@bsh-cpa.com