Use business forms in Quicken

Quicken Business & Personal lets you create and personalize the forms you use to communicate with customers—such as invoices, estimates, and statements. You can adjust the layout, formatting, and included fields to match your business needs.

To manage business forms:
Go to the Business tab > Business Tools > Invoice Forms Designer.

Open or edit an existing form layout

View or update a form you've already created.

To open a form: Go to Invoice Forms Designer, then select Open Layout.
To edit a form: Open a layout and use the available tools to move, resize, or remove fields.

For more information, see Edit a form layout.

Create a new form layout

Start a form from scratch or copy an existing layout to customize.

To create a new layout: In Invoice Forms Designer, select New Layout.
To copy or rename: Select Copy Layout or Rename Layout from the toolbar.

For more information, see Create a new form layout
and Copy or rename a form layout.

Delete a form layout

Remove a layout you no longer need.

To delete: In Invoice Forms Designer, select the layout and choose Delete Layout.

For more information, see Delete a form layout .

Send a form by email

Email an invoice, estimate, or statement directly to your customer.

To email: Open the form from the Customer Invoices window and select Email.

For more information, see Send a form by email.

Prepare your printer

Set up printer settings before printing forms.

To configure printer settings: Go to File > Printer Setup > For Invoices/Estimates.

For more information, see Prepare a printer to print a form.

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