How do I open an existing form layout?

You can edit existing layouts to better suit your needs. You can add, remove, or rename items, or change their size and position; likewise you can add, remove, or change the size of columns.

1. Click the Business tab.

2. Click the Business Actions and choose Invoices and Estimates > Design Invoice Forms.

3. In the Forms Designer dialog, choose Layout menu > Open.

4. In the Select a Layout to Open list, select a form layout, for example, Estimate Default or Invoice Default.

5. Click OK.

6. Edit your layout as desired. (Optional)

This feature requires Quicken Business & Personal. Learn how you can upgrade Quicken in minutes.