Quicken & Other Budget/Accounting Software/Credit memo custom ?


Hi, I have Quickbooks pro 2012 for windows, and I can't figure out how I can customize my credit memo, I have a template that I have made however when I right click on customer and chose create credit memo/refunds, then when I am in that invoice/credit memo I can only choose custom credit memo or return receipt ??  I would really like to customize my credit memo ?  

any help much appreciated
thanks !

Hi June

Go to the list menu in QB > click on templates >
then right click on the credit memo you want to customize and select edit

Click on the additional customization to add fields, then click on layout
designer to resize fields or add/remove borders and shading.

Hope this helps,

Linda Saltz CPA
Advanced Certified QuickBooks Advisor
We sell and support QuickBooks  

Quicken & Other Budget/Accounting Software

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Linda Saltz, CPA, QBalance.com


QuickBooks best practices, troubleshooting, accounting, tax We have over 70 pages of website content about QuickBooks tips, running a business, tax and business startup at http://www.qbalance.com


Accountant and CPA over 20 years. Specializing in accounting software for over 12 years, Certified QuickBooks Pro Advisor, QuickBooks seminar instructor since 1997.
Producer of www.QBalance.com over 100 pages devoted to QuickBooks help and support and training for small business owners in tax and accounting issues.

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