How do I include bank details and abn on my invoice

Welcome to the Community, lecka4573.

I'm here to help you streamline the process of adding the ABN and bank details to your invoices in QuickBooks Online (QBO).

First, let's set up GST in QBO to ensure everything is accurate:

1. Go to the GST tab.
2. Select Get Started.
3. Choose the taxes applicable to your business, then Save and finish.

After setting up GST, follow these steps to display the Customer's ABN number on the invoice:

1. Go to Settings and select Custom form styles.
2. Select Edit on the Master Invoice (or the frequently used invoice template).
3. Click the Content tab and then click the top box of the preview page.
4. Under the Header, tick the box for the Australian business number (ABN).
5. Scroll down and tick the box beside Customer ABN under the Display sub-menu, then click Done.

I've included these screenshots for your visual reference; however, the names listed are merely examples and are not actual.

Now, let's add bank details to your invoice:

1. Go to Settings and select Custom form styles.
2. Locate the Standard style and select Edit from the Action column.
3. Select Add your EFT details. ( 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.)
4. Enter your payment details and select Done.

If you want to customise your invoices and sales forms in QuickBooks Online, you can refer to this article:  Customise invoices, quotes, and sales receipts in QuickBooks Online. It provides detailed information on how to personalize your emails and customize them according to your needs.

Additionally, you can utilize the GST liability report in QuickBooks Online to keep track of how much sales tax you owe and ensure accuracy.

Feel free to reach out if you need help with your invoices or anything else by leaving a reply below. I'll be monitoring this conversation closely and will respond promptly. I'm here 24/7 to assist you.