I am using the desktop enterprise version. I would need to customize the estimate and invoice template?
Our estimates are longer than the one in the demo.
Hi Carol, thank you for your question. Yes, you can customize any template in QuickBooks Enterprise. Follow the instructions below:
1. Go to the List Menu
2. Select Templates from the list
3. Look at each of the templates in the list and select the template you would like to customize by double clicking on it.
4. Make changes and save the template with a new name, like “ABC Company Estimate”.
All the Best-
Crystalynn Shelton, CPA
315 Madison Avenue, 24th Floor
New York, NY 10017
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