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August 6, 2023
Question

Can someone teach me how to create an invoice template for Self-Employed? The upgrade as of August 2023 has change the look and feel of my invoices.

  • August 6, 2023
  • 1 reply
  • 0 views
Is it possible to dynamically move anything around to suit my needs or is it possible to upload a template? Even something as simple as moving the Logo from the right to the left seems to prove difficult.

1 reply

August 6, 2023

I appreciate you for posting to the Community concerning the invoice template in QuickBooks Self-Employed (QBSE), ccgraphic.

 

As of now, QBSE doesn’t have the option to customize invoice templates or import them to your company file. These include the inability to move anything around according to your preferences.

 

Instead, you can consider utilizing a third-party application that can help you with importing an invoice template for your use. Moreover, we want to comprehend your preferences for the product when it comes to the flexibility of customizing templates. That said, I recommend you send this recommendation directly to our product development team.

 

I'll show you how:

 

  1. On your QuickBooks Self-Employed account, click Assistant in the upper right corner.
  2. Type in Submit Feedback and select Add a feature.
  3. You'll be able to send your comments directly to our engineering team, which helps us focus on the features you want most.

 

Once you received the invoice payments, you can mark it paid to close the transaction and keep your records accurate. You can refer to Step 3: Process an invoice for complete guidelines: Create invoices in QuickBooks Self-Employed.

 

Let me know if you need further assistance with invoices or any QuickBooks-related matters. Know that the Community is always here to assist you. Stay safe!