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Intuit

How to add, customize, and troubleshoot logo on sales forms

A well designed and properly presented logo can help you establish the company's brand and personality. And… we just made using logo more exciting!

QuickBooks Online now lets you upload multiple logos so you can better and more easily represent your brand. Some of the benefits you can get from this update are:

  • Multiple logos: Ability to upload multiple logos
  • Template specific logos: Form templates such as Invoices, Estimates, and Sales Receipts can have a unique logo
  • Logo Gallery: You can have up to 10 logos in the logo gallery
  • Logo Size: You can upload logos up to 10MB

This article guides you through uploading, customizing, and troubleshooting logos used on your sales forms.

Reminders when uploading a logo in QuickBooks Online

  • The logo is a .gif, .bmp, .png, .jpg, .jpe, or .jpeg file
  • File size is smaller than 10 MB
  • Have a bit depth (or color depth) of 24-bits or less
  • Uses the standard RGB color space (RGB)
  • The shape of the logo is square. Rectangles don't work.

Add the logo on sales forms

Here's how to add the logo on sales forms:

  1. Select the Gear icon on the Toolbar.

  2. To upload a logo to a new template, select the New Style button and choose Invoice, Sales Receipt or Estimate.
    NOTE: If you are updating the logo on an existing template, locate the desired template and select Edit.
  3. From the Design tab, select Make logo edits.
  4. Select the + sign to open the Logo gallery.
  5. Select + then locate and open the file.
  6. Choose your desired logo then Save.

Customize how the logo appears on sales forms

Here's how to customize how the logo appears on sales forms:

  1. Select the Gear icon on the Toolbar.

  2. Under Your Company, select Custom Form Styles.

  3. Find the form you wish to customize and select Edit in the Action column.
  4. Under Design tab, select Make logo edits.
  5. Select Show logo.
  6. Select your desired logo size and placement.
  7. Select Done.

You can adjust the alignment (left, right, or middle) and size (small, medium or large) of your logo, but not the height and width since they are fixed.

Remove the logo from sales forms

Here's how to remove the logo from sales forms:

  1. Select the Gear icon on the Toolbar.

  2. Under Your Company, select Custom Form Styles.

  3. On the form you wish to customize, select Edit.
  4. Under Design tab, select Make logo edits, then Hide logo.
  5. Select Done.

Troubleshoot problems uploading your logo

Here are problems you may experience when adding the logo to sales forms, and how to resolve them:

  • Color depth and logo appearance: If your logo looks weird on your sales form, you can change its format from .jpg to .gif. Make sure to use Save as to create a new copy of the logo so you don't overwrite the original file.
  • Unable to upload a logo: If you are unable to upload, open the logo with Paint (or Preview on Mac) and resave it as .jpg with a new file name.

Frequently Asked Questions

Can I have unique logos are Statements, Purchase Orders and Credit Memos?

No. The ability to upload unique/multiple logos for templates other than Invoices, Estimates, and Sales Receipts is a limitation. The reason being is because transactions such as Statements, Purchase Orders, and Credit Memos are dependent on the Standard/Master template. QuickBooks Online provides one Standard/Master template to allow you to control the look and feel of transactions such as Statements, Purchase Orders, and Credit Memos. Please direct users to leave feedback within QBO.

Can I have unique business information such as company name, address, and other contact information to accompany my logo?

QuickBooks Online Plus users have the ability to use the Track Locations feature. This allows for unique text such as business contact information to accommodate logos.

Turn on location tracking in Settings

  1. Select the Gear icon at the top, then Company Settings (or Account and Settings).
  2. Select Advanced from the left column.
  3. In the Categories section, select the edit (pencil) icon.
  4. Select Track locations then Save.

Create location categories

  1. Select the Gear icon at the top then All Lists.
  2. Select Locations.
  3. Select New at the top.
  4. Enter the location information then select Save.

Create invoice

  1. Select the + icon at the top then Invoice.
  2. At the bottom of the invoice screen select Customize.
  3. Select the desired template (Example: Location #1 template) and the correct location.
  4. Select Print or Preview.

Note that a unique logo and business information appear.

Now you're able to upload, customize, and troubleshoot your logo on sales forms