My uncle is a heavy equipment mechanic and uses quick books for invoices. Here’s a dialog box just before the location is chosen: You can save the file to your desktop or to any folder – just remember the location you choose. When your browser prompts you to Open or Save the file, choose Save. Because the thumbnails may make it difficult to see a clear preview of the template, you might want to download several templates, preview them in QuickBooks, and delete those that you don’t like.Ĭlick the Download link for a template. To start, visit Intuit’s Template Gallery and locate a template that most closely matches the look you want to create. We’ve come across other descriptions of how to accomplish this task that simply don’t work. There are variety of approaches to using a new form template in QuickBooks. One of these templates makes a great starting point to create a custom form in QuickBooks. You can find them at Intuit’s Template Gallery for forms.
Intuit itself offers a number of pre-designed form templates that you can add to QuickBooks, and they’re all free.
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