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Customize your sales order forms

Watch a 3-minute tutorial about customizing forms

You can change the names and layout of the fields of a sales order to fit the needs of your company by customizing a sales order form template.

What kinds of sales order templates can I use?

There are a number of sales order templates you can use and customize. The easiest ones to use are the predesigned sales order templates that you can download for free from the QuickBooks Template Gallery.

In addition to the predesigned sales order templates, you can customize the regular sales order templates in your Templates list.

To do this task

  1. Make sure the sales order feature is turned on.

  2. Go to the Customers and click Create Sales Orders. Shortcut

    The form you see onscreen is not how your sales order looks when printed. Click Print Preview at the top right-side of the form to see how it will print and then click Close.

  3. Select the template you want to use:

    1. Click the Customize drop-down arrow and then click Manage Templates.

      Note: You may need to resize or maximize the window to see the Customize drop-down arrow.

    2. In the Manage Templates window, click each template in the list to see how the form will print. The template appears in the Preview section of the window.

    3. If you don't see one you want, click Download Templates to download more for free from the QuickBooks Template Gallery. Click Open (not Save) when you download a form from the template gallery to ensure that it appears in your templates list.

      Note: Templates that begin their names with "Intuit" are usually for preprinted forms—you can make only limited changes to these types of forms.

  4. Once you select a template, click OK to begin making changes to it, or copy it first to create a new template:

    1. Click the Copy button in the Manage Templates window.

      The template appears in the Select Template list with the words "Copy of:" in front of the name.

    2. In the Template Name field on the right side of the window, rename the template.

    3. Click OK to save the template with the new name. The Basic Customization window opens.

    Note: If a "Locked Template" message appears, either click Cancel to select another template, or click Make a Copy. Be sure to rename the copy.

  5. Customize your template.

    From the Basic Customization window you can:

    From the Additional Customization window you can:

    From the Layout Designer you can:

  6. Preview the form: The final step in customizing your form is seeing how the form looks onscreen and in print preview.

When you open a form, such as an sales order, it uses the template that was last used. If you need to reselect this customized template, click the drop-down arrow at the top right side of the form and select it from the list.

Templates list in form window

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