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Active Member

Different Invoice templates for different service lines in same business

I have a company (Pty.Ltd.) and a Business Name.  Same ABN, Company has ACN.

For most of my revenue (B2C) i invoice using the Business Name.  But for some B2B services, I don't want to use the B2C business name and want my invoices to show the Company Name.

But when I created a new form style for invoices, if I replace the content under company name, it also changes that in the master form. 

Can't i use a different business/company name (and contact details) in different invoice templates?  It's one business just different branding to different customer segments.

Solved
Best answer 03-12-2019

Accepted Solutions
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Community Contributor **

Hi Alec, The custom form styles are designed based on you...

Hi Alec,

The custom form styles are designed based on your company settings where you can only add a single company name. That's the reason why other templates also get updated when you edit one template.

But I know a workaround that will help you achieve what you want. You can design your own template in MS Word, and import it in QuickBooks Online. This way, you'll be able to import and keep different templates with different company names.

Here’s how:

  1. Click the Gear icon.
  2. Click QuickBooks Labs.
  3. Go to Import styles and click the switch button.

Here’s how to import style:

  1. Click the Gear icon.
  2. Click Accounts and settings then click Custom Form Styles.
  3. Click New style and then choose Import style.
  4. You can click Download a sample invoice, to get the acceptable file by QuickBooks.
  5. After editing the sample file, you can browse the document and click Next.
  6. Then QuickBooks will show you the status, if it’s accepted then click Next.
  7. After the confirmation, then click Save and you can put the Template name.

In your case, you can add two customized template with different business names. You can also check the article about importing templates: Import custom invoice into QuickBooks Online

You can comment below if you need further assistance. Thank you and have a wonderful day!

2 Comments
Highlighted
Community Contributor **

Hi Alec, The custom form styles are designed based on you...

Hi Alec,

The custom form styles are designed based on your company settings where you can only add a single company name. That's the reason why other templates also get updated when you edit one template.

But I know a workaround that will help you achieve what you want. You can design your own template in MS Word, and import it in QuickBooks Online. This way, you'll be able to import and keep different templates with different company names.

Here’s how:

  1. Click the Gear icon.
  2. Click QuickBooks Labs.
  3. Go to Import styles and click the switch button.

Here’s how to import style:

  1. Click the Gear icon.
  2. Click Accounts and settings then click Custom Form Styles.
  3. Click New style and then choose Import style.
  4. You can click Download a sample invoice, to get the acceptable file by QuickBooks.
  5. After editing the sample file, you can browse the document and click Next.
  6. Then QuickBooks will show you the status, if it’s accepted then click Next.
  7. After the confirmation, then click Save and you can put the Template name.

In your case, you can add two customized template with different business names. You can also check the article about importing templates: Import custom invoice into QuickBooks Online

You can comment below if you need further assistance. Thank you and have a wonderful day!

Active Member

Thanks this worked perfectly!

Thanks this worked perfectly!