How do I create a new form layout?

About creating new form layouts

Quicken provides default layouts for Estimate, Invoice, and Credit forms. You can use the layouts as they are, or you can use the Forms Designer to create new layouts.

For example, you can design and save one layout for services and another for products. You can name each layout when you design it and then select the layout you want from the Layout list when you create the form.

Click the Business tab.
Click the Business Actions and choose Invoices and Estimates > Design Invoice Forms.
There are two sections in the form layout window.
- a. On the
left you will see the navigation menu which lists the layout item that you can add to your invoice.
- b. On the
right hand side you will see the layout section which shows how the invoice layout looks like.
Click on ‘Get Started’ on the right hand side, click on the link to start editing the layout. This will enable the Menus on the window. If you don’t see ‘Let’s Get Started’ link, you are already in ‘Edit’ mode. So proceed to next step.
In the Layout menu, select New.
In the Create New Layout dialog, in the Select a Layout Type field, select Invoice, Estimate, or Credit.
In the Enter a New Layout Name field, enter a descriptive name for the form you're creating. For example, invoices for consulting services will probably have a different layout from invoices for resale products. You could create a Consulting Invoice and a Products Invoice.
In the Orientation area, select whether you want this form to be printed in Portrait or Landscape mode.
Click OK.
On the right side of the Forms Designer window, select any field you want to change, and then move or resize it.
Refer to Edit a form layout to know the list of customizations that are available for design.
When the form looks the way you want, on the toolbar, in the Layout list, select Save. Quicken saves all your changes to the current layout. To have Quicken automatically save your changes without this step when you close the Forms Designer, choose Options menu > Auto Save on the toolbar. To turn autosave off, choose Options menu > Auto Save again.

Notes

To see more of the form layout on the screen, on the toolbar, choose Zoom menu > Zoom Out. You can repeat this process up to two more times. To undo this process, choose Zoom menu > Zoom In on the toolbar.

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