Allday Consulting's Peachtree and QuickBooks Support Boards

I am new to peachtree. I am trying to figure out how to change the headers on the statements, i.e., description to invoice number. Thanks in advance for the help

In PT 2008, open an Invoice (or the form type you want to modify) and click the Layout button (it's on the main icon bar). Then choose to Customize. Enter a name for your new custom form. In earlier versions, the button is marked Template.

2008: You can check or uncheck items based on what you want or do not want to appear both on the screen and on Forms. Note that the Description field (and anything else with an * next to it) cannot be removed if the checkbox next to it is darkened. If an empty checkbox is darkened, that field cannot be ADDED. You can also add new columns, logos, text, or boxes, as well.

2007: Follow the instructions on-screen. You edit the form directly.

How do you add extra columns?

In 2008: See previous post. Certain fields, such as Description, are Columns.

Click Add More Columns to Printed Form to do so, then select the ones you want from the popup dialog. It's at the bottom of the list. This is only available in 2008.

In 2007 and prior: Open the invoice (or whatever) form, Template > Customize invoices. Click fields that say <Show> or <Hide> to toggle them on and off. Fields which cannot be toggled say <Required> and are greyed out.

You can't actually add columns on Forms, you can only change which ones appear.