You QuickBooks for Mac users are a creative bunch, and you want the forms you send out for your business to show that creativity. You can customize any of your forms, like invoices and estimates, with Layout Designer. We’ll be adding more videos showing you how to use Layout Designer, but this one will get you started with two basic tasks: adding a logo and changing the fonts.
Hi. I’m Shelly with the QuickBooks for Mac team. And I’m going to show you how to customize the forms you send to your customers.
One of the questions I get asked a lot is how to add a logo to an invoice. Makes a lot of sense. Your business isn’t generic. Why should your invoice be? You can create customized templates for forms like invoices and estimates using Layout Designer.
At the top of your form’s window, look for the Templates dropdown. In that list, you’ll see all kinds of invoice templates QuickBooks provides for you. And you edit one of these but you can also create a whole new one. That’s what I’m going to do by selecting New Template.
That’s when Layout Designer launches.
Now, what I’m going to do is add a logo to my template. I want to add it to the top left corner of the template so I move the name and address of my company to the side so I have room. Then I just drag and drop an image from Finder. Or I can use Add Image and choose a file.
Now I’ll just move things around until I like the look of them. Another thing I’m going to do while I’m is change the font. I just select the items on the form I want to change the font for, or I can press Command A to select all the items on the form.
Now I click Fonts on the Formatting Palette and select the font I want to use.
Now I’m going to choose File > Save to save this template and give it a name.
Then when I’m back on my invoice, I can choose the template I created and preview it to see it as my customer is going to see it.