How do I open an existing form layout


You can edit existing layouts to better suit your needs. You can add, remove, or rename items, or change their size and position; likewise you can add, remove, or change the size of columns.

1.Click the Business tab.

2.Click the Business Actions and choose Invoices and Estimates > Design Invoice Forms.

3.In the Forms Designer dialog, choose Layout menu > Open.

4.In the Select a Layout to Open list, select a form layout, for example, Estimate Default or Invoice Default.

5.Click OK.

6. Edit your layout as desired. (Optional)

 

This feature requires Quicken Home & Business or Rental Property Manager. Learn how you can upgrade Quicken in minutes.

 

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