QuickBooks for Mac 2014 User’s Guide 219
Choosing what goes on a template
In Layout Designer, use the Fields window to choose what information you want displayed on the form. You can
choose to show fields only on the screen in QuickBooks, on the printed form, or both. You can also use Layout
Designer to customize the look of your invoices, sales receipts, estimates, credit memos, statements, and purchase
orders.
Tip: You can also change the format of the form, such as adding a logo or changing the font.
Using Layout Designer to choose what goes on your forms:
• Pick the fields you want to see. Use the Fields window to choose what information should appear on your
form. Click the Print or Screen box for the fields you want to see either on-screen in QuickBooks or on the printed
form. If you aren't using a field, clear its checkbox to remove it. Depending on which form you're customizing,
there will be some fields that you can't remove. Look for any custom fields you've created in the Fields area of
the window.
• Move a field. In the template, select any field. When you see boxes on the corners of the field, it's selected.
Move the field to where you want it.
• Change the name of a field. Select the field name you want to change, delete the current name, and replace it
with the name you want to appear on the form.
• Add text, boxes, and lines to the template. In the template window, click the Text, Text Box, Box, or Line
button on the toolbar, then draw the object in the template window. You can then use the Formatting Palette
to customize the way the object looks. Double-click on text to edit it.
• Add a status stamp (such as Pending, Paid, Received in Full, or Closed) to the printed form. The stamp that
appears depends on the type of form you select.
o PENDING: this stamp appears on invoices, sales receipts, and credit memos that you mark as pending.
o PAID: this stamp appears on invoices for which the balance due is zero.
o RECEIVED IN FULL: this stamp appears on purchase orders for which the balance due is zero.
o CLOSED: this stamp appears on purchase orders that you mark as closed.
At the bottom of the Fields window, go to the Print Options section and select the size of the stamp. Click
Preview to see what it will look like on the template. Click None if you don't want a stamp.
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