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It covers modifying preset invoice layouts, designing new invoice templates, and using the Layout Designer to move and resize fields, adjust column widths, and control borders, fonts, and colors. The lesson also guides restore-and-print setup, shows how to preview customized forms, and demonstrates editing prewritten QuickBooks Letters through practical exercises.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":21,"@type":70,"position":76},"https://docshare.wps.com/template/invoices/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/customizing-forms-and-writing-quickbooks-letters-lesson-15/334752/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/customizing-forms-and-writing-quickbooks-letters-lesson-15/334752.png","ImageObject",442,249,{"name":88,"@type":89},"Arica Lee","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-17","2026-09-21",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What are the main goals of Lesson 15?","Question",{"text":108,"@type":109},"Lesson 15 focuses on modifying preset invoice forms, designing a custom invoice template, printing invoices, preparing collection letters for overdue customers, and editing prewritten QuickBooks Letters.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does QuickBooks allow customization of invoice layouts?",{"text":113,"@type":109},"QuickBooks lets users customize invoices using the Layout Designer to move, resize, and change column widths, control borders around fields, and set font type and size for each field.",{"name":115,"@type":106,"acceptedAnswer":116},"What limitation applies to customizing QuickBooks forms?",{"text":117,"@type":109},"Customizations affect printed forms only; the onscreen version of QuickBooks forms cannot be customized in the same way.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},334752,1792054526,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":20,"category_name":21,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":42,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":8},8796096645457,"https://ap-avatar.wpscdn.com/avatar/800003749518d68ffe3?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779345340919836971","• • • • • • • • • •  \nLESSON  \n15  \nCustomizing forms and writing QuickBooks Letters  \nLesson objectives, 420  \nSupporting materials, 420  \nInstructor preparation, 420  \nTo start this lesson, 420  \nAbout QuickBooks forms, 421  \nCustomizing invoices, 421  \nCreating new templates, 422  \nCustomizing fields on forms, 425  \nChanging field order on forms, 426  \nDisplaying your customized form, 429  \nDesigning custom layouts for forms, 430 Changing the position of fields on forms, 431 Changing field widths, 435  \nChanging fonts, borders, and colors, 436  \nPreviewing new forms, 438  \nCustomizing the design for all your forms, 439 Using QuickBooks Letters, 440  \nPreparing collection letters, 441  \nEditing QuickBooks Letters, 444  \nC u s t o m i z i n g f o r m s a n d w r i t i n g Q u i c k B o o k s L e t t e r s  \n\n| Lesson objectives\u003Cbr>􀀂 To learn how to modify a preset invoice form\u003Cbr>􀀂 To design a custom invoice form\u003Cbr>􀀂 To see how to print invoices\u003Cbr>􀀂 To learn how to prepare a collection letter for overdue customers\u003Cbr>􀀂 To learn how to edit a prewritten letter in QuickBooks |\n| --- |\n| Supporting materials\u003Cbr>􀀂 PowerPoint file: Lesson 15\u003Cbr>􀀂 Video tutorial: Customize sales forms |\n| Instructor preparation\u003Cbr>􀀂 Review this lesson, including the examples, to make sure you’re familiar with the material.\u003Cbr>􀀂 Ensure that all students have a copy of qblesson.qbb on their computer’s hard disk. |\n\nTo start this lesson  \nBefore you perform the following steps, make sure you have installed the exercise file (qblesson.qbb) on your hard disk. See “Installing the exercise file” in the Introduction to this guide if you haven’t installed it.  \nThe following steps restore the exercise file to its original state so that the data in the file matches what you see on the screen as you proceed through each lesson.  \nTo restore the exercise file (qblesson.qbb):  \n1 From the File menu in QuickBooks, choose Open or Restore Company. QuickBooks displays the Open Company: Type window.  \n2 Select “Restore a backup copy (.QBB) and click Next.  \n3 In the Restore Backup: Method window, select Local Backup and click Next.  \n4 In the Open window, navigate to your c:\\QBtrain directory.  \n5 Select the qblesson.qbb file, and then click Open.  \n6 In the “Restore Backup: To Location” window, click Next.  \n7 Navigate to your c:\\QBtrain directory.  \n8 In the File name field of the Restore To window, type lesson 15 and then click Save.  \n9 Click OK when you see the message that the file has been successfully restored.  \nL E S S O N 1 5  \nAbout QuickBooks forms  \nEach form you use in QuickBooks has its own layout—that is, its own arrangement of fields and columns for entering information. If the layout of a particular form doesn’t meet your needs, you can create your own custom layout and use your version instead of the QuickBooks version.  \nIn Lesson 6, you learned about the preset formats for invoices that are included with QuickBooks. If these formats don’t precisely meet your needs, you can create your own invoice templates. You can also create templates for other sales and purchase forms.  \nFor each form, you can decide which fields and columns to include, what they are called, and where to place them. Once you have created your forms, you can save the new layouts as templates—to use whenever you wish, and to modify whenever you want. The forms you can customize in QuickBooks are the invoice, sales receipt, credit memo, statement, purchase order, estimate, and sales order (QuickBooks Premier and higher editions only) .  \nCustomizing invoices  \nQuickBooks lets you customize an invoice form to suit the needs of your business, but there maybe times when you want to design a completely different invoice form.  \nQuickBooks lets you do that, too. You can use the Layout Designer to create a new form design for your business. In the Layout Designer, you can move, resize, or change the width of columns, turn on or off borders around fields, and control font type and s","cbCaibq1kfLcVWUv","https://ap.wps.com/l/cbCaibq1kfLcVWUv","pdf",731499,"English","# Lesson objectives\n# About QuickBooks forms\n## Customizing invoices\n## Creating new templates\n## Customizing fields on forms\n## Changing field order on forms\n## Displaying your customized form\n## Designing custom layouts for forms\n## Using QuickBooks Letters\n## Preparing collection letters\n## Editing QuickBooks Letters","[{\"question\":\"What are the main goals of Lesson 15?\",\"answer\":\"Lesson 15 focuses on modifying preset invoice forms, designing a custom invoice template, printing invoices, preparing collection letters for overdue customers, and editing prewritten QuickBooks Letters.\"},{\"question\":\"How does QuickBooks allow customization of invoice layouts?\",\"answer\":\"QuickBooks lets users customize invoices using the Layout Designer to move, resize, and change column widths, control borders around fields, and set font type and size for each field.\"},{\"question\":\"What limitation applies to customizing QuickBooks forms?\",\"answer\":\"Customizations affect printed forms only; the onscreen version of QuickBooks forms cannot be customized in the same way.\"}]","Customizing forms and writing QuickBooks Letters - Lesson 15 | PDF",1790008178]