QuickBooksHelpIntuit
Adding bank details to your invoices
by Intuit•43• Updated 3 months ago
Learn how to add bank details to your invoice in QuickBooks Online.
To help your customers set up a payment, you can customise the footer of your invoice to include your bank details. Here’s how:
Psst! Before you get started, have you heard about apps? If you’re still stuck in the stone age of invoicing, QuickBooks has got your back with a whopping 500+ apps to streamline your invoicing flow. Say goodbye to the struggle, and hello to the hustle! Explore the possibilities in the App Centre. |
- Go to Settings and select Custom form styles.
- Locate the Standard style and select Edit from the Action column.
- Select Add your EFT details. Note:It is only possible to add your bank details to the Airy new invoice template. If you can’t see this option, select Change up the template to update your template to Airy New.
- Enter your payment details and select Done.
Note: The change will opnly apply to newly created invoices after the invoice customisation is applied.
Additional options
You can also create your own invoice template in Word. For more information, see the article Import custom form styles for invoices or estimates.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Record and make bank deposits in QuickBooks Onlineby QuickBooks•82•Updated June 24, 2024
- Fix specific bank errorsby QuickBooks•7•Updated over 1 year ago
- Manage outstanding balances for customers and suppliers in QuickBooks Onlineby QuickBooks•28•Updated August 27, 2024
- Matching payroll payments in QuickBooks Onlineby QuickBooks•88•Updated May 08, 2024