To customize a form for later use (Setup menu)

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To customize a form for later use (Setup menu)

From the Setup menu, select Customize Forms and click the kind of form you want to customize. This displays the Customize Forms (Setup) window for that form.

The Bank Deposit report and letters are not customizable forms

The Customize Forms (Setup) window displays a number of options, depending on the kind of form you selected.

Choose the form you wish to customize from the Form to Customize list and click the Customize button. The Customize window displays the layout for the form you selected.

You can add a background image to your form. (To add a background image to a form)

Forms that don't meet government requirements won't be accepted

You can add design elements, such as text, lines, rectangles and pictures to a form. (To add design elements to a form)

To add data fields to a form

There are some restrictions on the placement of fields and columns

To change or move elements on a form

You may not be able to move certain columns without moving others

You can change the text fonts that appear in any text or data field on the form. (To change text fonts for individual form fields)

You can copy elements that already appear on the form. (To copy elements on a form)

In some cases, you may want to remove elements you've added. (To remove elements from a form)

To undo the last change you made, click the Undo button in the toolbar.

If you're customizing a check form, you can customize both the check form and its associated stub. When you've finished customizing the check form, select the kind of stub you want to customize from the Layout menu in the toolbar. (To customize the check form)

To review the changes you've made, click the Form Preview button in the Customize window toolbar. After you've finished, click OK to continue working in the Customize window. (To preview printed forms)

Save your custom form:

Click Save Form if you're creating an entirely new form or are making changes to a custom form you created earlier.

Click Save Form As if you chose a custom form in step 2 and you want to keep both that custom form and the new one you've just created.

If you're creating a new form or are saving a form under a new name, a dialog box appears; name your form and add a description, if you want. Click OK to return to the Customize window.

When you're finished making changes, click OK to close the Customize window.

When you are ready to print forms, the name you gave your custom form will appear in the Selected Form for... list at the bottom of the Advanced Filters window.