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up your own so what were going to do is click on templates and view edit templates so once you click on that youre going to see this next screen here alright and so what you can do is you can add a new template you can copy an existing template or you can delete a template so well just go ahead and start with adding a new template so well click on that once you do that youre going to see this next screen here and so you have the option to choose what type of form template you want to create so you can do an invoice sales order estimate statement create sales receipt refund receipt or purchase order so we are going to create an invoice so well click on that and then you can see here it pulls up the default invoice template that comes built into QuickBooks and so it gives you some options here at the bottom where you can just add or delete any fields from the invoice template so you can just customize it to your preferences and once you do that you can go ahead and save it and then next time you go to create an invoice that will be the template that it uses so thats how you can customize the invoice template in QuickBooks. Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. By accessing the templates option in the list menu, users can add, copy, or delete templates. After selecting to add a new template and choosing the form type, such as an invoice, users can customize the default template by adding or deleting fields. The customized template will then be used for creating future invoices.
