You should not include one business tag at the invoice level and another business tag at the invoice item level because Quicken will not be able to determine which business the invoice item belongs to. Quicken automatically appends the business tag you specify here to the category for any invoice items you enter in the Item field, using the format category/business tag. You must enter a tag that is associated with a business. What kind of tag should I enter in this field?.In the Business Tag list, select the tag for the business this invoice is for.However, your form will appear correctly when you print or email it. The dialogs will contain the same fields as your customized form layouts, but they may not accurately reflect the appearance of your customized form layouts. Why doesn't the form look like my customized layout? The Invoice and Estimate dialogs in which you create specific invoices or estimates are for data-entry purposes only.This lets you create a new layout in the Forms Designer and then go back to your invoice or estimate and apply the new layout. You're given the option of saving your current invoice or estimate before opening the Forms Designer. You can also click Customize to go to the Forms Designer to create a new layout. Quicken displays the layout you last used. In the Layoutlist, select the layout you want to use.The names of closed projects/jobs don't appear. If you're entering a project/job for the first time, Quicken displays the New Project/Job dialog for you to complete. In the Project/Job field, enter the project/job name, or select the name in the list. ![]() The next time you create an estimate or invoice for that customer, you can select it in the list. The first time you enter a customer name, QuickFill memorizes the name.
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