How To Create a Form Layout in Quicken Home & Business

To create a form layout:

  1. From the Quicken Business menu at the top of the window, choose Invoices and Estimates, and then choose Design Forms.
  2. From the Layout menu on the Forms Designer toolbar, choose New.
  3. Select a layout style from the drop-down list, and then enter a name for the layout in the Layout Name field.
  4. Select either Portrait or Landscape orientation, and then click OK. You can then edit your layout to suit your needs.

For additional assistance, click How Do I on the Forms Designer toolbar.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.