QuickBooks for Mac 2014 User’s Guide 220
Formatting a template
In Layout Designer, use the Formatting Palette to customize how a form looks. You can use Layout Designer to
customize the look of your invoices, sales receipts, estimates, credit memos, statements, and purchase orders.
Tip: You can also customize what information is displayed on a form.
Using Layout Designer to format your template:
• Add logos, background graphics, and other images to the template. In the template window, click Add Image
on the toolbar. Choose the image you want to add, and then click Open. You can add PDF, GIF, TIF, JPG, BMP,
PICT, and PNG images.
• Format text. In the template window, select the text you want to reformat. In the Formatting Palette, change
the horizontal alignment, vertical alignment, color, or font of the text.
• Add text, boxes, and lines. 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.
Note: You can't edit the sample data on the template in Layout Designer.
• Move stuff around and resize it. Anything on your template can be selected. (It's selected when you see the
square handles on the corner.) Then you can drag and drop it anywhere you like. Drag a corner handle to make
the object bigger or smaller. Move multiple objects together by holding down the Shift key when you select
them.
• Guidelines can help. Layout Designer has guidelines that can help you align the objects on your form. Choose
View > Smart Guides to turn on guides that move with the object. Choose Insert > Guides to insert vertical or
horizontal guidelines you can position on your page. Guidelines do not appear on the form when you print.
• The grid can help, too. Click Grid in the Layout Designer toolbar. You can then use the Grid bar that appears
below the toolbar to set the size of the grid squares and units, turn the grid on and off, and set the Snap to Grid.
Layout Designer: FAQs
Have questions about customizing your forms with Layout Designer? Check out these tips.
• I have pre-printed forms I use. How can I create a template that works with them? To create templates that
work with your own pre-printed forms, choose File > Print Without Labels to print your template without field
labels. This will let you see the labels in the Template window while you are creating your template, but the
labels will not appear on your printed form.
• The default size for templates is 8.5" x 11" portrait. How can I change that? To change the paper size,
choose File > Page Setup to choose a different size or orientation. When you change the paper size or
orientation, the Template window canvas size changes too. The page setup is saved with the template so that
all transactions that use the template will be formatted according to the template settings.
• What happens to a template I customized in a previous version of QuickBooks for Mac and then upgraded
to the most recent version of QuickBooks for Mac? Templates created in the 2011, 2012, and 2013 versions
of QuickBooks for Mac will work in 2014. You can continue to apply the template to transactions and print it,
but you will no longer be able to edit it.
• Can I use templates I created in QuickBooks for Windows? No, QuickBooks for Windows saves templates in a
different format and will not be converted for use in QuickBooks for Mac.
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