Customizing FormsCreating a New Form


As you saw in the previous task, you can make changes to an existing form template and take advantage of the pieces of the existing form that work to your benefit. But if the form you need is very different from any existing forms, it might be easier to just start from scratch and design your own form. For this example, we'll create an invoice. The techniques shown here apply to any type of form.

Select Templates from the Lists menu.

Click Templates and choose New to open the Select Template Type window.

TIMESAVER

You can also press Ctrl+N to open the Select Template Type window.

Select the type of form you want to design.

Click OK.

Assign a unique name to this form.

On the Header tab, indicate the information you want to include in the form header. Check boxes in the Screen column to view these choices in the on-screen version of the form. Check boxes in the Print column to include these choices in the printed document.

Click the Fields tab.

Check and describe the fields you want to have appear on the screen and print versions of your form.

Click the Columns tab.

Choose which columns should appear on the print and screen versions of your form and indicate the order in which they should appear.

Click the Prog Cols tab (this tab appears only if you have chosen Invoice as your form type).

Choose which columns should appear on the print and screen versions of your progress invoice form, and indicate the order in which they should appear. Note: the Estimate Columns portion of this screen only appears if you have turned on the preference for progressive billing.

See Also

More information about estimates and progressive billing can be found in Chapter 8.


Click the Footer tab.

Add features to the bottom of the print and screen versions of your form.

Click the Company tab.

Include your company name, address, and (if applicable) logo on your form.

Click the Format tab.

Assign font styles to the various areas of your form.

Click the Layout Designer button to view your masterpiece.

In the Layout Deisgner, click the Margins button to designate the size of your form.

Click the Grid button to display a non-printing grid that can help you line up various elements on your form.

Click specific elements and drag to move them to new locations.

Click the handles on the corners of form elements to resize them.

Click OK when you have completed your form design.

Click OK to close the Customize window.

Did You Know?

You can preview your new form. In the actual form window, click the arrow next to the Print button and then select Preview.





Show Me. QuickBooks 2006
Show Me QuickBooks 2006
ISBN: 0789735229
EAN: 2147483647
Year: 2005
Pages: 328
Authors: Gail Perry

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