Yes, there are. Intuit itself offers a number of pre-designed form templates that you can add to QuickBooks, and they’re all free. These form types are available:
- Credit memos
- Estimates
- Invoices
- Purchase Orders
- Sales Orders
- Sales Receipts
- Statements
- Donations
You can find them at Intuit’s Template Gallery for forms. One of these templates makes a great starting point to create a custom form in QuickBooks.
There are variety of approaches to using a new form template in QuickBooks. We’ve come across other descriptions of how to accomplish this task that simply don’t work. This description does.
To start, visit Intuit’s Template Gallery and locate a template that most closely matches the look you want to create. The templates are organized by function. 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.
Click the Download link for a template. When your browser prompts you to Open or Save the file, choose Save. You can save the file to your desktop or to any folder – just remember the location you choose. Here’s a dialog box just before the location is chosen:
Return to QuickBooks and open the Templates window from the Lists->Templates menu. Click the Templates button and select Import… from the drop down menu.
Navigate to the location where you saved the downloaded template, select the template, and click Open. If you downloaded multiple templates, you’ll have to import them individually.
The downloaded template will be added to the available templates for that company. You can now proceed to customize it to suit your needs.
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