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you can customize the forms that you sent to your customers in QuickBooks such as invoices and estimates to customize a form you first need to enter that module for example to customize an invoice click create invoices at the top title bar it usually defaults to this main tab but instead were going to change to the formatting tab this is going to bring up a new menu of options from here select manage templates this brings up all the templates for the invoice module remember when we could change to a certain template such as a packing slip this is where we go to create new ones and modify existing ones so for now Im going to create a new one because I want to create a template for two trees olive oil and one that I can put my logo on Ill start with the professional invoice as a base and Ill click copy instantly at the top I can see my copy and heres where I can come over on the right hand side and change the template name so thats the first thing Im going to do Ill call it two t
