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- Display the form (estimate, invoice, or credit) you want to print.
- Click Print.
- Select any options that you want to use; for example, you can specify the font or the orientation of the document.
- Can I make global changes to my default print settings?
Yes. To modify global print settings for forms, choose File menu > Printer Setup > For Printing Invoices. Quicken displays the printer setup dialog for invoices.
- Click OK to print.
- If you're printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.
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- Choose File menu > Printer Setup > For Printing Invoices.
- In the Printer list, select the printer you want to use.
- Select Quicken PDF Printer to print to a PDF.
- Select another printer to print to paper.
- To change the margins (top, bottom, left, right), enter different margin sizes.
- Click Company Font if you need to adjust the font in the company address section of the layout so the appropriate information shows through when you fold the form and place it in a Quicken double-window envelope. (Optional)
- Click OK to print.
- If you're printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.
To ensure that your company address and the customer addresses show correctly in Quicken's double-window envelopes, fold the form on the line that runs along the top of the Due Date and P.O. Number fields. (To order envelopes from Quicken, choose Tools menu > Write and Print Checks > Order Checks.)
- Print a batch of invoices
- If you're printing to paper, make sure your printer is online and contains paper.
- Click the Business tab, then click the Business Tools and choose Print Invoices/Invoices List.
- If you have more than one account, in the Select account list, select the account from which you want to print invoices.
- Click the invoices you want to print (check marks appear). (Optional)
- Click Print, and then select List or Selected Invoices.
- In the Printer list, select the printer you want to use:
- Select Quicken PDF Printer to print to a PDF.
- Select another printer to print to paper.
- Click OK to start printing.
- If you're printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.
- Print a form on preprinted letterhead
- Choose File menu > Printer Setup > For Printing Invoices.
- In the Printer list, select the printer you want to use.
- Select Quicken PDF Printer to print to a PDF.
- Select another printer to print to paper.
- Change the top margin to allow enough space for the information on your letterhead to print without overlapping any information on the form.
- Tell me more
You may have to adjust the top margin a few times before you're satisfied with the way the form prints on your letterhead. To avoid wasting letterhead stock while you're testing the different margin settings, try printing on plain paper and then superimpose the plain sheet over a sheet of your letterhead to see how it looks.
- Click OK.
- Reprint invoices I've already printed
If you print an invoice to paper, by default it no longer appears in the Print Invoice dialog. You can display it again so you can reprint it.
- Click the Business tab, then click the Business Tools and choose Print Invoices/Invoices List.
- If you have more than one account, in the Select account list, select the account from which you want to print invoices.
- Click Options, and then select Show All Invoices.
- To reprint the invoice, select it and print as usual.
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