How To Open an Existing Form Layout in Quicken Home & Business

  1. From Business on the top menu bar, select Invoices and estimates, then Design Invoice Forms (Design Forms in older versions)
  2. In the Forms Designer, choose Layout, the Open.
  3. In the Select a Layout to Open list, select a form layout, for example, Estimate Default or Invoice Default.
  4. Click OK. Edit your layout as desired.

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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.