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handmadebyjesst-
Level 1

How do I change my BSB and ACCT details on my invoice template?

 
1 Comment 1
BettyJaneB
QuickBooks Team

How do I change my BSB and ACCT details on my invoice template?

Hi there, @handmadebyjesst-.

 

Changing the bank details on your invoice template can be done in just a few clicks. I'm here to guide you on how to accomplish this.

 

You can edit your current invoice template from the Custom form styles section in QuickBooks Online. 

 

To do that:

  1. Click on the Gear icon.
  2. Select Custom form style.
  3. Choose your invoice template and click on Edit
  4. Refer to the Content tab.
  5. Click on the bottom part of the template and edit the information on the Your payment details section. 
  6. Select on Done.

QuickBooks Online gives you the tools to create attractive, professional-looking invoices, quotes, and sales receipts.

 

Here are some links that you can scan through to help you in managing your sales templates in QBO. It also provides information on how to email and print them:

I'm always ready to help if there's anything else that you need with invoices @handmadebyjesst-. Just let me know by leaving a reply below. Have a lovely day!