We have created form templates (invoices, bills, credit notes, etc...) for you to download into QuickBooks 2008 or later. You can download these templates from within QuickBooks, or you can download them manually.

1. Go to the Lists menu and select Templates. The Templates window opens. Click the Templates button, and then select Download Templates. If you receive a Launch Web Browser message, click OK. You are taken to the Support site where the templates are located.

2. Click on the type of Form Template you want to view (eg., sales order), then choose the template you want to download into QuickBooks. Click the link to begin the download.

3. Save the template to your Desktop.

4. Go back to QuickBooks and open the Templates window (if it is not already open), click the Templates button and select Import.

5. Browse to your Desktop where you saved the template and select Open. The new template is added to the Layout Designer.

6. Make any changes that you want to the template, and click OK to save the template to the Templates List.

Important: If you do not click OK, the new template will not be added to your Templates List.