Sales Templates

Greetings to you Koala,

If you prefer to avoid empty fields from showing on the form, you can create a custom invoice inside QuickBooks. You can create one style for each address, then make sure to use the right template when recording an invoice.

Here’s how to create a template inside QuickBooks:

1. Click the Gear icon at the top. 
2. Select Custom Form Styles.
3. Click the New style tab and select Invoice. 
4. Enter your desired template name in the name field under Design tab. 
5. Go to Content tab and click the header part of the template. 
6. Select the Address link and unchecked the box for Street address. 
7. Click on the Custom field  then enter your desired address on one of the field.
8. Click Done. 

Here’s how to make sure you’re using the right template for the invoice:

1. When creating an invoice, click Customise at the bottom. 
2. Select your desired template from the list. 

On the other hand, QuickBooks or imported templates will auto-adjust to your customer’s currency.

Also, you can only transfer reports, chart of accounts and list when migrating to another QuickBooks Online account. You’ll need to download and save your imported templates to your computer and import them again in your live QBO. However, for the templates created inside QuickBooks, you’ll need to recreate them again. 

Take a look at this article for more information about migration: https://quickbooks.intuit.com/learn-support/en-us/help-articles/move-your-lists-to-quickbooks-online...

Feel free to let us know if anything else comes up. 

Thanks for clarifying everything to me, Koala.

The workaround I’ve provided above will require you to use a custom field for your other addresses. Aside from this, you can also create a location for each of the address. This way, you only need to use one template then just apply your desired location when creating invoice. 

Here’s how to turn on the location feature in QuickBooks:

1. Click the Gear icon and select Account and Settings. 
2. Go to Advanced from the left menu. 
3. Click the pencil icon in the Categories section. 
4. Put a check mark for the Track locations.
5. Click Save. 

Once done, create a location for your desired address. Here’s how:

1. Click Gear icon and select All List under List. 
2. Select Locations and click the New tab. 
3. Enter a name for this location. 
4. Put a check mark for This location has a different address where customers contact me or send payments.
5. Enter the address and click Save. 

Lastly, here’s how to apply the location on your invoice:

1. When creating an invoice, click the drop down option for Location. 
2. Select the location you’ve created (should be the location with the right address).
3. Click Save. 

Please note that each address should have a different location.

 
You’re always welcome to visit us anytime you need help. Happy weekend!